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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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 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!
Benjamin Haas |
If you're thinking about paying off your mortgage, it's best to consider the domino effect your decision may have on other parts of your financial plan. In this episode, we discuss steps to take to determine if this is the right choice for you.
In this episode, we share a few tips to take that first step with financial planning and why it's important to do so. If you are having trouble getting started due to over-complicating behavior, listening to too many headlines, or have trouble making investment choices, this podcast is for you!