Haas Financial Group

Haas Financial Group At Haas Financial Group, we believe in the power of personalized planning, by aligning your personal values, vision and wealth.

Subscribe to our Podcast on Spotify: A/B Conversations: 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. Investment advice offered through Great Valley Advisor Group (GVA), a Registered Investment Advisor. Great Valley Advisor Group and Haa

s Financial Group are separate entities. Third party posts found on this profile do not reflect the views of GVA and have not been reviewed by GVA as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit haasfinancialgroup.com

07/18/2026

Most people think financial success is about making the right investment.

In reality, it's often about making the right decision at the right time.

This episode explores the famous Bobby Bonilla Day story and how it demonstrates one of the most important concepts in personal finance: the time value of money.

The choices you make today—saving, spending, investing, or delaying action—can have a much bigger impact than you realize.

Tune in to discover how small decisions compound into life-changing outcomes.

Listen now and subscribe for more practical financial planning insights. https://www.youtube.com/watch?v=AtV04N6Fd3w

07/17/2026

What if waiting could turn $6 million into nearly $30 million?

In this episode of AB Conversations, we break down the famous Bobby Bonilla contract and the powerful financial lesson hiding behind it: the time value of money.

Whether you're saving for retirement, paying off debt, or deciding when to invest, every financial decision comes with a trade-off. Understanding those trade-offs can make the difference between building wealth and leaving money on the table.

Listen now and learn how time, compounding, and patience can work in your favor.

What financial decision are you making today that could impact your future self?

07/07/2026

The best financial advisors don't tell you what you want to hear—they tell you what you need to hear.

From emotional investing decisions to retirement spending concerns and estate planning challenges, this episode explores why honesty, empathy, and education are critical to successful financial planning.

Listen today and subscribe for more practical financial insights. https://www.youtube.com/watch?v=AVKCrOYJsbI

07/06/2026

Should you move to cash when markets get volatile?

Should you continue spending at the same rate in retirement?

These are the types of conversations financial advisors have every day—and they're not always easy.

In this episode, Adam and Ben explain why uncomfortable conversations often lead to better financial outcomes.

Listen now and follow for more retirement and wealth planning content. https://www.youtube.com/watch?v=AVKCrOYJsbI

The hardest financial conversations are often the most important. Whether it's market volatility, retirement spending, e...
07/02/2026

The hardest financial conversations are often the most important.

Whether it's market volatility, retirement spending, estate planning, or family dynamics, avoiding difficult discussions can create bigger challenges down the road.

In this episode of A/B Conversations, Adam Werner and Ben Haas discuss why honest advice matters more than comfortable advice.

Listen now and subscribe for more financial planning insights. https://www.youtube.com/watch?v=AVKCrOYJsbI

06/22/2026

What if the biggest risk to your financial future isn't the market—but the conversations you're avoiding?

From retirement timing to family dynamics and estate planning, the most impactful financial decisions often start with difficult discussions.

In this episode, Adam Werner and Ben Haas explain why addressing uncomfortable topics today can help create greater confidence tomorrow.

Listen now and follow for more retirement planning content. https://www.youtube.com/watch?v=HeaTOa6sOVw

06/21/2026

Sometimes the best financial advice isn't what you want to hear—it's what you need to hear.

A strong financial plan requires honest conversations about risks, trade-offs, and the decisions that could impact your future. Avoiding those discussions may feel easier today, but it can create bigger challenges later.

Listen to this episode of A/B Conversations to learn why proactive planning matters. https://www.youtube.com/watch?v=HeaTOa6sOVw

Subscribe for more financial planning insights.

The most important financial conversations are often the ones people avoid. Whether it's retirement readiness, estate pl...
06/18/2026

The most important financial conversations are often the ones people avoid.

Whether it's retirement readiness, estate planning, supporting adult children, or navigating family dynamics, difficult discussions today can prevent major financial problems tomorrow.

In this episode of A/B Conversations, Adam Werner and Ben Haas discuss why uncomfortable conversations are often the key to building a stronger financial plan.

Listen now and subscribe for more retirement and financial planning insights. https://www.youtube.com/watch?v=HeaTOa6sOVw

06/10/2026

The biggest mistake retirees make with downsizing?

Assuming it's purely a financial decision.

The best downsizing decisions begin with a simple question:

"What kind of life do I want to live next?"

In this episode, Adam and Ben explore why retirement housing decisions should balance lifestyle, family goals, finances, and future care needs.

Listen now wherever you get your podcasts.

Watch the full episode on YouTube: https://www.youtube.com/watch?v=YgXr8ELX7PQ

06/09/2026

Is downsizing really the financial win everyone says it is?

Not always.

Many retirees discover that moving to a smaller home or retirement community doesn't necessarily lower their overall costs. What matters most is finding a solution that supports the lifestyle you want while maintaining financial flexibility.

In this episode, we discuss:
• The hidden costs of downsizing
• Why planning ahead matters
• How to evaluate housing decisions in retirement
• Common mistakes retirees make when selling their homes

Listen now and subscribe for more retirement planning conversations.

Watch on YouTube: https://www.youtube.com/watch?v=YgXr8ELX7PQ

Address

172 West Main Street
Kutztown, PA
19530

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14846484040

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