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

09/01/2026

Even financial professionals need a second opinion.

Adam shares how he will sometimes turn to Ben when making decisions about his own finances because another perspective can reveal something he may not see himself.

That's one of the benefits of financial planning: not having someone who can predict the future, but having someone who can challenge your assumptions, ask better questions, and help you think through different outcomes.

If you've been making major financial decisions on your own, this episode is worth a listen. https://www.youtube.com/watch?v=julFnINQTZs

08/31/2026

One of the biggest financial risks isn't always making a bad decision. Sometimes it's being too confident that you've considered everything.

Adam and Ben discuss how overconfidence can lead people to overlook taxes, estate planning, insurance, longevity, market uncertainty, and other factors that can affect the outcome of a financial plan.

You don't have to predict the future. You need a plan that can adapt to it.

Listen to the full episode of A/B Conversations for a deeper conversation about financial blind spots. https://www.youtube.com/watch?v=julFnINQTZs

08/28/2026

Confidence can be helpful when making financial decisions. But too much confidence can create blind spots.

In this episode of A/B Conversations, Adam and Ben explore how overconfidence can show up in investing and financial planning—from trying to time the market to assuming past success will continue.

The goal isn't to eliminate confidence. It's to make sure confidence doesn't prevent you from considering what could go wrong.

Listen to the full episode to learn why a second perspective can be one of the most valuable parts of a financial plan.

Listen to the full episode and share it with someone who could benefit from a second set of eyes on their financial plan. https://www.youtube.com/watch?v=julFnINQTZs

08/05/2026

One of the biggest estate planning mistakes isn't making the wrong decision.

It's making no decision at all.

Join Adam Werner and Ben Haas as they discuss how clear communication, updated documents, and regular estate plan reviews can help protect your loved ones and preserve your legacy.

Listen now wherever you get your podcasts. https://www.youtube.com/watch?v=Z6FHgyWkMq8

08/03/2026

Your estate plan shouldn't be a document you create once and never revisit.

Life changes. Families grow. Relationships evolve. Your estate plan should evolve too.

In this episode of A/B Conversations, we share practical estate planning lessons inspired by Warren Buffett's approach to protecting wealth across generations and why progress is always better than perfection.

Watch or listen today. https://www.youtube.com/watch?v=Z6FHgyWkMq8

07/31/2026

Most people think estate planning is about deciding who gets what.

It's actually about making life easier for the people you leave behind.

In this episode, we discuss why waiting for the "perfect" estate plan can create unnecessary stress, why beneficiary designations matter just as much as your will, and how simple conversations today can prevent family conflict in the future.

If you've been putting off updating your estate plan, this episode is your reminder to start.

Listen now and take the first step toward protecting your legacy. https://www.youtube.com/watch?v=Z6FHgyWkMq8

07/21/2026

Every financial decision has a hidden trade-off.

Pay off the mortgage or invest? Save more or retire sooner? Spend today or build for tomorrow?

In this episode, we use the famous Bobby Bonilla contract to explain why understanding the time value of money is one of the most important skills for building long-term wealth.

The biggest financial opportunities often come from being patient, thinking long-term, and understanding the true cost of today's decisions.

Watch or listen now. https://www.youtube.com/watch?v=AtV04N6Fd3w

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

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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