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.

Listen on Spotify


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.
Retirement is a process. Give yourself time to get used to the idea, both before AND after your retirement party. It's normal to feel a lost for a while, trying to find purpose again. You'll get it back as you start to work towards new goals and redefine what matters most to you. Having walked countless people through this process, we're more than qualified to provide financial guidance. Yet, being financially prepared and feeling financially secure about retirement is only part of the battle. Listen to Adam and Ben discuss how you can find your purpose and figure out what you will do all day.