In this episode, Adam and Ben talk about what to expect in the initial meeting with us. That first meeting is better understanding what do you value? What is your "Why"? What are you prioritizing? We're happy to be a second set of eyes. We know we do it differently than most people and that's by design.
In this episode, Ben is joined by Katie McKenna from Thrivos Consulting. Katie is a professional coach and bestselling author of "How To Get Run Over By A Truck". 2020 may have kicked your butt and that's ok. As you turn the page to 2021, what do you aspire to? What do you want to change? How do you put a plan into action to get there? Who else should you involve? Listen to two GOAL-PLANNERS, Ben & Katie focus on YOU and next steps YOU can take to get to where you want to go.
If your considering your options on transferring wealth to the causes you care most about, listen to this episode on things to know or consider when doing meaningful gifting.
Make your list, check it twice! We're all ready to turn the page to 2021, right? Not so fast! We've got a list of "Year End Financial Planning Considerations" for a timely checklist on what should be handled before 12/31/2020.
In this episode, we discuss creative ways to charitably give. This includes gifts other than cash in order to avoid taxes.
In this episode, we discuss considerations when electing Social Security. The decision will not be black and white and things could change.
In this episode, we will discuss assisting in the financial responsibilities of parents or an aging loved one. We want to share our suggestions for someone who would be in the position of caring for a loved one's financial life.
In this episode, we talk through the emotional and human nature of newfound wealth. We will discuss how financial planning can help you navigate through this difficult life transition and make sure that you are considering all factors in your decisions.
In this episode, we discuss why it's important to prepare for the worst with the help of a financial planner.
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.
In this episode, we will discuss the advisor options available to you depending on your expectation for level of engagement, financial planning approach and your personal financial goals. Haas Financial Group strives to provide a proactive, personal relationship while delivering unbiased, holistic and fiduciary advice. If you’re not sure if you have the right advisor, give us a call to schedule your free complimentary consultation!
This episode's topic on the 4% withdrawal rule comes from a listener question! We will define the 4% withdrawal rule and give tips for developing a revenue stream and portfolio to support the 4% rule in retirement.