Podcast

Advice on Building Wealth & Retirement Planning - A/B Conversations: CFP® Your Way Out Of It

A/B Conversations: CFP® Your Way Out Of It is a podcast where Certified Financial Planners™ break down everyday money questions, offering expert insights on financial planning, investing, retirement,…

Download on the App Store

Already have it? Open in the app

Latest episodes

  1. Ep #164 - What Warren Buffett's Estate Plan Can Teach Every Family29 Jul 2026
  2. Ep #163 - Bobby Bonilla Wasn't Crazy: A Financial Lesson in Delayed Gratification16 Jul 2026
  3. Ep #162 - The Importance of Uncomfortable Conversations in Financial Planning (Part 2)1 Jul 2026
  4. Ep #161 - The Importance of Uncomfortable Conversations in Financial Planning (Part 1)17 Jun 2026
  5. Ep #160 - The Hidden Challenges of Downsizing the Family Home in Retirement3 Jun 2026
  6. Ep #159 - Simplifying Financial Complexity: Consolidation, Coordination, and Peace of Mind22 May 2026
  7. Ep #158 - The Cost of Waiting: Why Doing Nothing Is Still a Decision22 Apr 2026
  8. Ep #157 - Longevity Is a Gift. It’s Also a Planning Problem.26 Mar 2026
  9. Ep #156 - Second Marriages, Adult Children, and Thoughtful Estate Planning11 Mar 2026
  10. Ep #155 - Illiquid Investments: Smart Strategy or Expensive Mistake?27 Feb 2026