Haas Financial Group

04/29/2026

Does the idea of updating your estate plan or reviewing your insurance feel overwhelming? You aren’t alone. We find that most clients don't fail due to bad advice—they fail because the project feels too big to start. If you’re feeling paralyzed, stop looking at the whole project. Ask yourself: "What is one, small, 5-minute 'micro-action' I can take today?"

Schedule that call with the attorney.
Review your beneficiaries.
Set a calendar reminder for a "financial check-in."

Progress over perfection, every time. Listen to our latest episode for more on breaking the cycle of inaction.

https://www.youtube.com/watch?v=jSTw89bUkzY

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1 like. "Ep #158 - The Cost of Waiting: Why Doing Nothing Is Still a Decision"

04/26/2026

We often think of financial planning as a series of "To-Dos." But when we delay? We tell ourselves it’s a "neutral" choice—that we’re just waiting for a better time. In our latest episode of AB Conversations, we pull back the curtain on why "doing nothing" is actually one of the biggest risks to your long-term plan. From decision fatigue to the fear of making the "wrong" choice, we break down why we get stuck and how to build momentum again.

https://www.youtube.com/watch?v=jSTw89bUkzY

1 like. "Ep #158 - The Cost of Waiting: Why Doing Nothing Is Still a Decision"

03/13/2026

Many families assume their estate plan will work the way they intend. But in blended families, simple assumptions can lead to unintended outcomes, including disinheriting children or creating financial challenges for a surviving spouse. In this episode, we explain why clarity and intentional planning are essential when multiple families come together.

https://www.haasfinancialgroup.com/podcast/ep-156-second-marriages-adult-children-and-thoughtful-estate-planning

03/12/2026

Estate planning becomes more complex when blended families are involved. Multiple children, separate assets, and new relationships can create situations where intentions are misunderstood, or assets are distributed differently than expected.

In this episode of A/B Conversations, we discuss how thoughtful planning and clear documentation can help families avoid unnecessary conflict. Listen to the full episode to learn how proactive estate planning can protect both spouses and the next generation.

https://www.haasfinancialgroup.com/podcast/ep-156-second-marriages-adult-children-and-thoughtful-estate-planning

02/12/2026

You’ve spent a lifetime building wealth. Now, how do you actually use it? 💼

For many successful individuals, wealth isn’t just numbers in a brokerage account. It’s a business, a family farm, rental properties, or even a collection of art. While these are high-value assets, they share one common challenge: they aren’t liquid.

In the latest episode of A/B Conversations, we dive into the "illiquidity trap." We discuss the transition from building a net worth to creating a sustainable retirement paycheck, including:

✅ Navigating the valuation gap when selling a business.

✅ Proactive tax strategies to minimize the "windfall" hit.

✅ Managing the emotional hurdle of letting go of something you built.

Don’t wait until the day you want to retire to start the planning. Listen to the full episode now: https://www.haasfinancialgroup.com/podcast

01/29/2026

Sometimes the most expensive financial decisions are the ones made in moments of fear or excitement.

This episode breaks down the behavioral biases that influence investors more than they realize, and how to stay focused on long-term success.

Listen now to strengthen the mindset behind your money.

01/16/2026

Dive into the intricacies of estate planning with our latest episode of A/B Conversations! 🏠📜 Learn why an estate plan is your "living document" and the common pitfalls that can silently undermine your financial legacy. Tune in now and explore why regular reviews are your best ally!

10/31/2025

Financial headlines got you second-guessing your plan? In this week’s episode, we teach you how to filter the noise and focus on what actually matters.
Listen now for practical tools to cut through the hype!

10/20/2025

🚫 Don’t wait for a financial emergency to understand your home equity options.
🎙️ Episode 148 breaks down the pros, cons, and smart ways to use them.

10/08/2025

📅 Open Enrollment = Opportunity. Episode 147 breaks down the trade-offs every retiree should know before choosing a plan.

👉 Don’t wait—listen today and share with someone reviewing their Medicare!

https://www.youtube.com/watch?v=yYZvK_SfJLU