Ep #7: Pennsylvania Dutch Myth Busting

Benjamin Haas |

Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you. Over the last few months the world, our lives and in some cases what we value most, have changed.  It's leaving us with more questions than answers.  Each week, we'll discuss what's on our mind about the financial topics you care about most.

In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors.

  • Myth #1: Investing - I don't want to take any risk. We will address with our 3 Bucket Theory.
  • Myth #2: Cash is King. Inflation is a problem for longevity if you are too conservative.
  • Myth #3: The "I Love You Will". Poses unintended consequences of not having a deeper plan.



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