business
Hosted by Benjamin Haas I Haas Financial Group · business · EN-US · 169 episodes
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?
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Contact path
Verified email
Booking probability
43%
Guest openness
Selective
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Signup to Generate a PitchA/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.
Recent episodes include "Ep #167 - Social Security: One Decision and a Whole Lot of Dominoes" (23 September 2026, 20 minutes), "Ep #166 - Maximizing Your Life vs. Maximizing Your Wealth" (10 September 2026, 20 minutes), and "Ep #165 - Are You Too Confident About Your Financial Plan?" (26 August 2026, 18 minutes).
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning publishes roughly every two weeks, with episodes averaging 19 minutes across 169 episodes.
Booking probability for A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning is 43%, and the host is rated Selective on guests. A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning requires a Pod Score of 80 or higher. A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning's contact route on record: verified email.
The strongest fits for A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning are Investing & Wealth Management and Insurance Agencies & Brokers. A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning has a business audience.
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning is a business show with 169 episodes published.
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A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Social Security claiming is more than a simple break-even-age calculation. In this episode of A/B Conversations, Adam Werner and Ben Haas explore the factors that can influence when to claim Social Security, including...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Why is it so difficult to spend money in retirement after spending decades learning how to save? In this episode of AB Conversations, Adam Werner and Ben Haas explore the psychology of retirement spending, defining...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Overconfidence can be just as risky as a lack of confidence when it comes to your financial life. In this episode, Adam and Ben explore how overconfidence can influence investing, retirement planning, market timing...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
What can Warren Buffett teach us about estate planning? In this episode of A/B Conversations, Adam Werner and Ben Haas explore why estate planning is more than legal documents—it's about protecting your family...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
What can a baseball contract teach us about financial planning? In this episode of AB Conversations, Adam and Ben break down the famous Bobby Bonilla Day story to explore the time value of money, the power of...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
What happens when good financial planning requires uncomfortable conversations? In this episode of A/B Conversations, Adam Werner and Ben Haas discuss the challenges of navigating emotional investment decisions...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Some of the most important financial planning conversations are also the most difficult. In this episode of A/B Conversations, Adam Werner and Ben Haas discuss why avoiding uncomfortable topics—such as retirement...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
In this episode of A/B Conversations, Adam and Ben tackle a massive, often emotional part of retirement planning: the family home. They discuss how the default assumption of "aging in place" can sometimes backfire if a...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
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...
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