Hosted by Benjamin Haas I Haas Financial Group · EN · 161 episodes
Established thought leaders with verified media credentials.
A/B Conversations: CFP® Your Way Out Of It is a podcast where Certified Financial Planners™ break down everyday money questions, offering expert insights on financial planning, investing, retirement, and wealth-building strategies. Get the CFP® perspective on what truly matters in securing your financial future. FAQ – What You’ll Get From This Podcast: - What is financial planning, and why does it matter? - How can I build wealth and secure my retirement? - What are the biggest money mistakes to avoid? - How do CFP® professionals think about investing and financial psychology? - What strategies can help me navigate market ups and downs?
Benjamin Haas I Haas Financial Group hosts A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning, a business show with 161 episodes published.
In this episode, Ben and Adam discuss how life and finances can feel overwhelming as accounts, policies, passwords, and paperwork accumulate over time, often from job changes or intentional “safety net” complexity that e
Most financial plans don’t fall apart because of bad advice. They fall apart because good advice never gets acted on. In this episode, Adam and Ben explore why even the most successful people struggle to follow through o
Wouldn’t it be stressful to feel like you’re going to live longer than your plan was built for? In this episode, Adam and Ben explore longevity risk through a different lens. Not just the math of running out of money, bu
Second marriages are about new beginnings and a fresh start. They also bring financial complexity. In this episode, Adam and Ben talk through the estate planning dynamics facing blended families with adult children. How
Have you ever been pitched an “alternative” investment opportunity that felt exclusive, different, or just a little too compelling to pass up? In our latest episode, Adam and Ben unpack the real planning dynamics behind
Some of the wealthiest people we meet don’t have portfolios that send them a monthly paycheck. Their wealth lives in businesses, real estate, farmland, or valuable art and collectibles. They don’t have a net worth proble
Most long-term financial outcomes aren’t determined by picking the right investments. They’re determined by how people behave under stress, uncertainty, and emotion. Listen in as Adam and Ben discuss the very human and c
Most people think estate planning is something you “finish.” In reality, it’s something you maintain as life, laws, assets, and relationships change. In this episode Adam and Ben reframe estate planning as a living, huma
When we think about leaving a legacy, we should think about what that means holistically. Because a legacy is not just what we pass down financially, but what we model every day through generosity, values, and habits. In
As we head toward the end of the year, it’s the perfect time to take stock, not just of your portfolio, but of your tax opportunities too. Year-end planning is about being proactive because small moves now can lead to me
In a world full of headlines designed to stir emotion and sell subscriptions, how do you separate fact from fear? In this episode, Adam and Ben unpack the rise of financial newsletters and media voices that profit from p
For many retirees, the home is their single biggest asset. But is it just a place to live, or could it also strengthen a retirement plan? In this episode, Adam and Ben explore the strategic ways to tap home equity, from
Medicare Open Enrollment is more than a routine check-up. It’s your chance to make sure your coverage fits your life today. In this episode, Adam and Ben explore real-world scenarios - moving states, changing health, or
Social Security election options can be confusing, and when to elect is one of the biggest retirement questions out there. The answer isn’t always what the math alone tells you. In our latest podcast, Adam and Ben unpack
In our experience, many people, even with millions of dollars saved, still don’t feel secure. Why is that? It often comes down to one simple but powerful truth: if you never define what “enough” looks like, no amount wil
Remember the hit game show “Who Wants to Be a Millionaire?”—in 1998, that prize was worth only ~$500k in today’s dollars and in the early 1900s, the phrase to “feel like a million bucks” would mean having over $7 million
Fear of failure, working hard, grinding it out – all can lead you to success. But at what cost? What comes after financial success? Podcast guest Matt Strunk shares his own experience and what he found out about himself
Here’s a hard fact to digest: You can average 6%-7% returns and still run out of money — because the order of those returns matters and because the timing of when you are withdrawing money matters. But smart planning can
Retirement isn’t a single event. It’s a long, evolving phase with multiple transitions. After the honeymoon ends but before the later-life simplicity sets in, there’s a “messy middle” - an emotionally complex, opportunit
How much do you need to have stashed away to live a comfortable life? And how will you know it’s truly, enough? Listen in as Adam and Ben talk about how “enough” isn’t just a number on a spreadsheet or a Monte Carlo simu
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
To pitch A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning, visit http://www.haasfinancialgroup.com for contact information, then craft a tight one-paragraph hook that ties your expertise to a gap in their recent business coverage.
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning is hosted by Benjamin Haas I Haas Financial Group. The show is categorised under business and has published 161 episodes.
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning has published 161 episodes.
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning regularly covers business. It sits in the business category.
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning average 19 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 9 days ago.
