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.

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The stock market is hitting all-time highs with fair regularity so far this year. And typically, all-time highs beget more all-time highs. But the question we've been getting is, for those that are either in cash or starting out with investing, is now still an okay time to invest while things are at an all-time high or should I wait? This is a very fair question that we have a pretty confident answer to. Listen to our thoughts on investing during all-time highs in this podcast episode.
This podcast targets a specific audience, business owners, with a specific question - why don't you have a financial planner yet? Ben has a big place in his heart for running a business and understands the hurdles and difficulties that can come with that. This podcast is not to point the finger and say, if you don't have one, shame on you. But more importantly, let's talk about the reasons why you probably don't (and that's okay). We're here to be an ongoing resource. Let's talk about what that means and how we can help .
This week's A/B Conversations episode is with guest, Anthony Minetola, Branch Manager at BGA Insurance. Listen to Ben interview Anthony around the thing he knows best: Medicare. Together they explore key components to consider, elements that factor into your coverage options, when and how you can make changes, and other questions you may want to ask prior to making a decision.
Do you ever feel like you're stuck? This could be due to preconceived notions or a hurdle that you don't feel you can overcome. Haas Financial Group is here to help! Sometimes the biggest struggle is just taking the first step. This podcast talks about common conflicts we see and how we can help you get "unstuck".
It's difficult to set goals, especially if you're not sure what you're goals are or how to effectively articulate them to others. We believe it's important to understand your "WHY" or purpose by asking lots of questions and having meaningful conversations. In this podcast, we explore our process for building a framework by which can start defining and moving towards goals that align with your finances.
Biden’s tax proposal has been getting a lot of attention through the media but one thing to remember is that it is only a proposal. It’s rare that any legislation gets passed without amendments or compromise. Ben and Adam share their thoughts on what is more likely of getting passed versus parts that most likely won’t make the final version in this podcast episode.
A typical question Haas Financial Group gets is in regards to how we handle and view investments. While we believe they are important, we think they should be a part of financial planning to help reach someone’s goals and not be independent from that. Take a listen to Ben and Adam talk about the "why" behind our thought process with investment philosophies and see if this is something that resonates with you.
The fear of missing out, FOMO, is something that concerns us. We see it a lot when it comes to investments. But people also bring this up in a different context too. Maybe they don't want to work anymore because they see some of their friends aren't working anymore. They feel like they're missing out on something. We want to make sure the decisions they're making or the feelings that they're having, are really good healthy ones, not only for themselves, but certainly for their financial future. Let's talk about it in this episode.