EPISODE · Aug 25, 2020 · 13 MIN
What Is Financial Planning Anyway?
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you. Over the last few months the world, our lives and in some cases what we value most, have changed. It's leaving us with more questions than answers. Each week, we'll discuss what's on our mind about the financial topics you care about most.In this opening episode, Adam and Ben talk about what they do as Financial Planners and break down how we can work for you and help you plan for your future financial goals. Listen in to learn about the fundamentals of the process and key life events that may trigger the need for financial planning help.Tracking # 1-05042958Thanks 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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Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you. Over the last few months the world, our lives and in some cases what we value most, have changed. It's leaving us with more questions than answers. Each week, we'll discuss what's on our mind about the financial topics you care a...
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What Is Financial Planning Anyway?
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