EPISODE · Jul 1, 2026 · 19 MIN
Ep #162 - The Importance of Uncomfortable Conversations in Financial Planning (Part 2)
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
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, retirement spending concerns, estate planning discussions, and family dynamics. Learn why honest conversations, thoughtful guidance, and long-term perspective are essential for making confident financial decisions. Ticket # T010977Thanks 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.
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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, retirement spending concerns, estate planning discussions, and family dynamics. Learn why honest conversations, thoughtful guidance, and long-term perspective are essential for making confident financial decisions. Ticket # T010977 Thanks for listening! If you want to be noti...
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Ep #162 - The Importance of Uncomfortable Conversations in Financial Planning (Part 2)
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