EPISODE · Sep 16, 2020 · 17 MIN
Ep #7: Pennsylvania Dutch Myth Busting
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
In this episode we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors.Myth #1: Investing - I don't want to take any risk. We will address with our 3 Bucket Theory.Myth #2: Cash is King. Inflation is a problem for longevity if you are too conservative.Myth #3: The "I Love You Will". Poses unintended consequences of not having a deeper plan.Thanks 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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In this episode we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors. Myth #1: Investing - I don't want to take any risk. We will address with our 3 Bucket Theory.Myth #2: Cash is King. Inflation is a problem for longevity if you are too conservative.Myth #3: The "I Love You Will". Poses unintended consequences of not having a deeper plan.Thanks for listening! If you want to be notified...
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Ep #7: Pennsylvania Dutch Myth Busting
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