This week's A/B Conversations episode is with guest, Anthony Minetola, Branch Manager at BGA Insurance. Listen to Ben interview Anthony around the thing he knows best: Medicare. Together they explore key components to consider, elements that factor into your coverage options, when and how you can make changes, and other questions you may want to ask prior to making a decision.
Do you ever feel like you're stuck? This could be due to preconceived notions or a hurdle that you don't feel you can overcome. Haas Financial Group is here to help! Sometimes the biggest struggle is just taking the first step. This podcast talks about common conflicts we see and how we can help you get "unstuck".
It's difficult to set goals, especially if you're not sure what you're goals are or how to effectively articulate them to others. We believe it's important to understand your "WHY" or purpose by asking lots of questions and having meaningful conversations. In this podcast, we explore our process for building a framework by which can start defining and moving towards goals that align with your finances.
Biden’s tax proposal has been getting a lot of attention through the media but one thing to remember is that it is only a proposal. It’s rare that any legislation gets passed without amendments or compromise. Ben and Adam share their thoughts on what is more likely of getting passed versus parts that most likely won’t make the final version in this podcast episode.
A typical question Haas Financial Group gets is in regards to how we handle and view investments. While we believe they are important, we think they should be a part of financial planning to help reach someone’s goals and not be independent from that. Take a listen to Ben and Adam talk about the "why" behind our thought process with investment philosophies and see if this is something that resonates with you.
When is the right time to hire a financial planner? Is it when things seem too much to handle on your own? Is it for freedom of time that you can gain by passing off those responsibilities to someone else? Check out our latest A/B Conversation to hear Ben and Adam’s thoughts.
What does "financial independence" mean to you? Is it a level of wealth where you don't need to work? Is it reaching some desired future state? Is it peace of mind, when certain financial stressors are eliminated? Listen to Adam and Ben give their take.
We thought it'd be a great podcast to just reflect a little bit one year later. What are the lessons that we either learned or as we focus on in this podcast, lessons we re-learned on the financial side. Listen as we discuss financial lessons to remember for the next time.
The fear of missing out, FOMO, is something that concerns us. We see it a lot when it comes to investments. But people also bring this up in a different context too. Maybe they don't want to work anymore because they see some of their friends aren't working anymore. They feel like they're missing out on something. We want to make sure the decisions they're making or the feelings that they're having, are really good healthy ones, not only for themselves, but certainly for their financial future. Let's talk about it in this episode.
Pension election is an irrevocable decision that has lasting effects, which may or may not be good in the long run. In this episode, we share some of the high level of conversations we've been having recently and things to keep in mind before making the big decision.
Retirement is a process. Give yourself time to get used to the idea, both before AND after your retirement party. It's normal to feel a lost for a while, trying to find purpose again. You'll get it back as you start to work towards new goals and redefine what matters most to you. Having walked countless people through this process, we're more than qualified to provide financial guidance. Yet, being financially prepared and feeling financially secure about retirement is only part of the battle. Listen to Adam and Ben discuss how you can find your purpose and figure out what you will do all day.
Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves. But who should own the asset? How much should be saved? What coordination should occur with the parents? Take a listen.
