Ep #161 - The Importance of Uncomfortable Conversations in Financial Planning (Part 1) episode artwork

EPISODE · Jun 17, 2026 · 20 MIN

Ep #161 - The Importance of Uncomfortable Conversations in Financial Planning (Part 1)

from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group

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 readiness, estate planning, family dynamics, and financial risks—can lead to costly consequences down the road. Learn how honest conversations, proactive planning, and addressing challenges head-on can help create a stronger financial future and greater peace of mind.Ticket #T010942Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Episode metadata supplied by the publisher feed · Published Jun 17, 2026

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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 readiness, estate planning, family dynamics, and financial risks—can lead to costly consequences down the road. Learn how honest conversations, proactive planning, and addressing challenges head-on can help create a stronger financial future and greater peace of mind. Ticket #T010942...

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Ep #161 - The Importance of Uncomfortable Conversations in Financial Planning (Part 1)

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