Ditch The Suits - Your Money, Your Life podcast

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The Wednesday Season 2 Official Woecast

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Here We Woe Again: Jenna Ortega, Creators Al Gough & Miles Millar 31:46

6 hari yang lalu31:46

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31:46

BE WARNED! This podcast will contain spoilers for Wednesday Season 2, episodes 1-4. Join host Caitlin Reilly each week as she takes you deep into the twisted world of Wednesday with an amazing group of guests! And producer Thing will be helping out to make sure everything goes to plan - well, mostly, anyway... In this episode: Jenna Ortega peels back the layers on the new tension between Wednesday and Enid. And that terrifying vision! Plus… Series showrunners Al Gough and Miles Millar reveal why they made Morticia Addams such a central character in this season, and what it means for Wednesday. Whether you’re a normie or an outcast, the Wednesday Season 2 Official Woecast will be the place for all things Nevermore! For more juicy details about Wednesday Season 2, head over to Tudum.com to get all of the latest updates. 1:15 Preparing for Season 2 3:25 Evolving Wednesday’s look for Season 2 4:12 Addams clan expands for Season 2 6:12 Joanna Lumley joining the cast 7:38 Wednesday and Enid's Friendship 9:00 Wednesday’s Vision 10:50 Jenna is a Producer 13:45 Al and Miles introduction 14:03 Wednesday takes down a Serial Killer 15:05 Intergenerational Relationships & the Addams Women 17:48 Catherine Zeta-Jones as Morticia in Season 2 20:48 Wednesday and Enid’s relationship 24:04 Steve Buscemi joining the cast 26:19 Wednesday’s popular! 27:45 Boy with the Clockwork Heart stop motion sequence…

Ditch the Suits - Your Money, Your Life

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Join Travis Maus, Chief Executive Officer and Senior Wealth Manager, on this award-winning podcast as he shares his professional knowledge and experience gained from building S.E.E.D. Planning Group LLC, a fee-only Wealth Management firm. Learn from people who make being a fiduciary their business, to get more from your money and life.

64 episode

#Business #Money #Finance #Investing #Financial Planning #Retirement #Steve Campbell & Travis Maus #Steve Campbell #Travis Maus #Crypto #Inflation #Trading #Podcasting Education #Self-Improvement #After Life #Stock #Tax #News

Ditch the Suits - Your Money, Your Life

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Ditch the Suits - Your Money, Your Life

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The Role of Compounding Wealth Building - EP. 180 28:04

10 hours yang lalu28:04

28:04

In this episode, Travis Maus and Brad Eaton pull back the curtain on market volatility and the emotional rollercoaster it creates for investors. They break down why chasing short-term wins often leads to long-term regrets, and how misunderstanding risk and volatility can sabotage your financial future. You’ll hear real talk about the myths investors buy into, the dangers of FOMO, and why fear can be your worst advisor. Travis and Brad also get into the nuts and bolts of smart investing—like how diversification and correlation aren’t just buzzwords, but essential tools for building a portfolio that can weather the storm. If you’ve ever felt anxious watching the markets swing or unsure about your strategy, this episode is your wake-up call. It’s all about keeping your eye on the long game and letting the power of compounding do its thing. 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Navigating Investor Challenges in Today's Markets - EP. 179 33:31

7 hari yang lalu33:31

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In this episode, Travis Maus and Brad Eaton dive into something every investor feels but doesn’t always say out loud — the emotional rollercoaster of trying to make smart decisions in a chaotic market. They unpack how the constant flood of news and market noise can mess with your head, and why it’s so easy to confuse price with value. More importantly, they explore how having a real plan — and someone in your corner — can help you stay grounded when everything feels like it’s spinning. This isn’t about chasing trends. It’s about building confidence, clarity, and a plan that actually works — even when the market doesn’t. 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Financial Advisors and Financial Vultures - EP. 178 42:31

14 hari yang lalu42:31

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In this episode, Travis Maus and Jess Blake get into a topic that’s way too common — financial vultures. You know, the ones who circle around when you’re unsure, overwhelmed, or just trying to do the right thing with your money. They break down how these predators operate, why so many people fall for slick sales pitches, and what you can do to protect yourself. From illiquid investments and annuities to the emotional traps we don’t even realize we’re stepping into — it’s all on the table. They also talk about why understanding your own financial picture matters way more than chasing the next “hot” product, and how building a team you actually trust can make all the difference. Bottom line? If you’ve ever felt unsure about who’s really looking out for you — this one’s for you. 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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How To Achieve Financial Freedom - EP. 177 29:39

21 hari yang lalu29:39

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In this episode, Travis Maus and Jess Blake pull back the curtain on what really separates those who crush their financial goals from those who stay stuck in the struggle. Spoiler alert: it’s not just about how much money you make. They dive into the power of mindset, why clarity in your financial plan is non-negotiable, and how taking small, consistent action beats big talk every time. You’ll also hear how fear, anxiety, and the trap of comparing yourself to others can quietly sabotage your progress—and what to do about it. If you’ve ever felt overwhelmed or unsure where to start, this episode is your wake-up call. Tune in and learn how to ditch the noise, focus on your own path, and take real steps toward financial freedom. 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Mistakes That Could Cost You Financial Freedom - EP. 176 30:01

28 hari yang lalu30:01

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In this episode of "Ditch the Suits," Travis Maus, CEO of S.E.E.D. Planning Group , and guest Jessica Blake, a Senior Wealth Manager , explore the concept of financial freedom beyond just accumulating wealth. They discuss common misconceptions, emphasizing that financial freedom is not merely about being rich but understanding and prioritizing one's financial situation. Jess shares insights on the importance of planning, owning your financial reality, and the steps to achieve long-term success. The conversation also touches on the role of financial advisors, the pitfalls of over-collecting financial products, and the significance of having a clear financial path. Whether you're in debt or have amassed wealth, this episode offers valuable perspectives on achieving true financial freedom. 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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The Future of Fee-Only Fiduciary Advisors - EP. 175 36:15

5 weeks yang lalu36:15

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In this eye-opening episode, Travis is joined once again by consumer advocate and CEO of WealthRamp , Pam Krueger , for a raw, unfiltered conversation about the alarming realities behind 401(k) “advice,” what fiduciary really means, and how investors are often unknowingly being nudged into products that serve companies—not them. Pam calls out the dirty little secret no one wants to talk about: the misleading guidance that masquerades as financial planning inside workplace retirement plans. If you've ever been invited to “ sit down and chat about your retirement options ,” you’ll want to hear why that meeting may come with hidden strings—and commissions. 💡 This episode is packed with insights on: Why “free” advice from your 401(k) provider might not be advice at all The danger of moving your money without understanding the bigger picture How to actually find a real , fee-only fiduciary financial advisor What holistic planning really means (hint: it’s not just about your investments) Why WealthRamp’s process puts power back in your hands—and keeps your info private And don’t miss Pam’s straight-shooting commentary on industry malpractice, the truth behind “Mad Money,” and what smart investors really need to know before rolling over a dime. This isn’t about scare tactics—it’s about empowering you to make decisions that serve you , not the machine. _____________________________________ About Pam Krueger Pam is an investor advocate, personal finance journalist, and author with over 25 years of industry experience. She’s the founder and CEO of Wealthramp, a fee-only financial advisor referral service built on a foundation of trust, transparency, and consumer protection. Since 2019, Wealthramp has connected nearly 30,000 people to right-fit advisors and coaches. Pam is also the creator and co-host of the award-winning MoneyTrack series on PBS and the Friends Talk Money podcast. She’s a two-time Gracie Award winner and earned the 2021 NAPFA Special Achievement Award for championing fiduciary financial advice. Her work is widely respected for its transparency and focus on helping people achieve financial confidence. Social channels Pam Linkedin: https://www.linkedin.com/in/pamkrueger/ Pam Facebook: https://www.facebook.com/pamktv/ Pam Instagram: @pamkruegertv Wealthramp LinkedIn: https://www.linkedin.com/company/wealthramp/ Wealthramp Facebook: https://www.facebook.com/wealthramp/ _____________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Understanding Fee-Only Fiduciary Advisors - EP. 174 36:11

6 weeks yang lalu36:11

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If you’ve ever wondered who you can really trust with your money—or felt like the financial industry was built to confuse you—this episode is your compass. Travis welcomes Pam Krueger , the fearless founder and CEO of WealthRamp , to the show. She’s on a mission to help everyday people find real, vetted, fee-only fiduciary advisors who actually work in your best interest. Pam’s story starts in the trenches of a big brokerage firm where she witnessed firsthand how "advisors" were trained more to sell than to serve. What followed was a complete 180: a bold career pivot, a PBS show , and eventually the creation of a platform that puts consumers back in control. Together, Pam and Travis dig deep into: The shocking difference between real advisors and financial salespeople Why the “fiduciary” label is so often misused—and what it actually means How firms like Morgan Stanley and others use smoke and mirrors to confuse accountability Why fee-only matters, and why you should care who gets paid—and how How Pam helps people cut through the noise and find the right-fit advisor without gimmicks or hidden agendas This isn’t just a conversation—it’s a wake-up call for anyone tired of getting pitched instead of planned for. 🔥 Whether you’re a DIY investor, burned by a bad advisor, or just ready to retire right, don’t miss this episode. The advice industry has a PR problem—and Pam Krueger is here to fix it. ______________________________________ About Pam Krueger Pam is an investor advocate, personal finance journalist, and author with over 25 years of industry experience. She’s the founder and CEO of Wealthramp, a fee-only financial advisor referral service built on a foundation of trust, transparency, and consumer protection. Since 2019, Wealthramp has connected nearly 30,000 people to right-fit advisors and coaches. Pam is also the creator and co-host of the award-winning MoneyTrack series on PBS and the Friends Talk Money podcast. She’s a two-time Gracie Award winner and earned the 2021 NAPFA Special Achievement Award for championing fiduciary financial advice. Her work is widely respected for its transparency and focus on helping people achieve financial confidence. Social channels Pam Linkedin: https://www.linkedin.com/in/pamkrueger/ Pam Facebook: https://www.facebook.com/pamktv/ Pam Instagram: @pamkruegertv Wealthramp LinkedIn: https://www.linkedin.com/company/wealthramp/ Wealthramp Facebook: https://www.facebook.com/wealthramp/ ______________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Do Your Blindspots Steal Your Happiness? - EP. 173 39:29

7 weeks yang lalu39:29

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In this episode of Ditch the Suits , we're back with Matt Brassard, Head of Growth at Ground News, to continue the conversation about how your media diet could be making you more confused—and more stressed—than informed. If you’ve ever felt overwhelmed by doomsday headlines or wondered why every story you read feels slanted, this one's for you. We break down how Ground News works, why headlines manipulate behavior, and how algorithms are designed to keep you in a digital echo chamber. Matt pulls back the curtain on the mechanics of modern news media, revealing how the platform’s bias ratings, blind spot feed, and factuality scoring can help you ditch the drama and get back to the truth. Highlights: Why most people don’t actually read news articles—and what that means for your understanding of current events How Ground News helps you spot bias before it hijacks your thinking What the blind spot feed can reveal about the stories you’re not seeing Why trust in traditional fact-checkers is collapsing—and what Ground News is doing differently How just $30 a year could restore your peace of mind and help you make better-informed life and money decisions No fluff. No politics. Just a candid discussion about how to become a smarter news consumer in a world built on outrage. Interested in Groundnews? Visit https://ground.news/ditchthesuits to get 40% off your subscription. __________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Hype or Real? How to Get Honest Financial News - EP. 172 38:01

8 weeks yang lalu38:01

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In this new two-part conversation, Travis welcomes Matt Brassard of Ground News to discuss the current state of news and the challenges of finding trustworthy information. Matt opens up about the role of Ground News as a news aggregation tool. Together, they explore the hyper-political media landscape, the importance of local news, and the impact of media bias on public perception. Matt shares insights from his journey in the news industry and the evolution of Ground News, emphasizing the need for transparency and understanding in news consumption. _______________________________________ Interested in Subscribing to Ground News? As a Ditch the Suits listener, use this link https://ground.news/ditchthesuits to get 40% off your Ground News subscription. ________________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Take Control of Your Stress, Your Career, Your Life - EP. 171 44:43

9 weeks yang lalu44:43

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In this follow-up episode of Ditch the Suits , Travis continues his conversation with Dr. Paul Gould, PhD, LICSW, founder of Kindred Spirits Counseling and Wellness . Together, they dig deeper into the emotional toll political uncertainty and federal job instability are having on workers—and what can be done about it. With tensions rising across political lines and anxiety driven by job insecurity, Dr. Gould helps us understand how emotionally charged environments, cognitive distortions, and toxic media cycles can compound stress. They explore the difference between stress and anxiety, the importance of recognizing when you're caught in unhealthy thought patterns, and how a growth or "survivor" mindset can offer a pathway forward. Whether you’re a federal employee facing changes, someone supporting a loved one through uncertainty, or just feeling overwhelmed by the constant barrage of bad news, this episode offers powerful, actionable insight into how to take back control of your mental health, career, and future. _________________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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3 Million Stressed Out Federal Employees - EP. 170 46:37

10 weeks yang lalu46:37

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In this episode of Ditch the Suits , host Travis Maus sits down with Dr. Paul Gould, PhD, LICSW, a licensed clinical social worker and expert in anxiety and trauma, to unpack the mounting stress experienced by federal employees amid sudden funding cuts and workforce changes. With nearly 35% of all U.S. jobs tied in some way to federal funding, these shifts are rippling across the economy—impacting individuals, families, and financial futures. Travis and Dr. Gould dive into the differences between stress, anxiety, and trauma, and explore the real emotional toll these changes are taking on people. They discuss why common reactions like “toughen up” may be more harmful than helpful, and how political polarization and media overload are intensifying people's sense of fear and uncertainty. Most importantly, Dr. Gould offers practical, thoughtful advice on how to recognize and manage anxiety, maintain emotional well-being, and support others through challenging transitions. Whether you're directly affected or simply trying to make sense of the current climate, this episode delivers insights that are both grounding and empowering. ________________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Tariffs, Egg Prices, and Your Financial Future - EP. 169 50:33

11 weeks yang lalu50:33

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In this episode, Travis and Steve delve into the complexities of tariffs, egg prices, and the broader implications for financial futures. They challenge common narratives surrounding these topics, emphasizing the importance of understanding the underlying factors affecting prices and regulations. The conversation highlights the role of supply issues, regulatory policies, and the misconceptions surrounding tariffs, ultimately advocating for a more informed perspective on economic issues. One key is Travis stating, "Awareness of the media agendas is essential for clarity and olitical conversations should be rooted in intelligence, not vitriol." They explore how tariffs serve as a mechanism for realigning competitive balance and discuss the importance of supporting local economies. The conversation also touches on investment strategies in a changing market and the broader implications of U.S. economic policies on global relations. Key Takeaways Egg prices are high due to supply issues, not tariffs. Panic buying during crises can exacerbate price increases. Regulatory policies often dictate agricultural practices. Tariffs are a common tool used by many countries. The U.S. is not unique in its use of tariffs. Free trade, as commonly understood, does not exist. Understanding tariffs is crucial for informed financial decisions. There are opportunities in economic downturns. Emotional responses to economic news can cloud judgment. Sleeping on an issue can provide clarity and reduce emotional reactions. Tariffs are often misunderstood; they are not a direct tax on consumers. Local economies benefit when consumers prioritize local products. Investment strategies should consider the shifting dynamics of global trade. The U.S. economy is a significant player in the global market. Understanding tariffs can help consumers make informed choices. Consumer behavior is influenced by pricing and product quality. Economic policies can create opportunities for local businesses. _________________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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Market Crashes. Now What? - EP. 168 24:03

12 weeks yang lalu24:03

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In this episode, Travis and Steve discuss how to navigate market volatility, emphasizing the importance of understanding market corrections and crashes. They explore strategies for profiting during downturns, including Roth conversions and identifying investment opportunities. The conversation highlights the wisdom of Warren Buffett, encouraging listeners to view market fluctuations as "opportunities rather than threats." Key Takeaways Market volatility can be leveraged for profit. Understanding the difference between market corrections and crashes is crucial. Market resets can create buying opportunities. Roth conversions during market downturns can maximize tax benefits. Investors should focus on the value behind stocks, not just their prices. Fear often drives poor investment decisions during market crashes. Strategic planning can turn market downturns into financial opportunities. Investing requires a long-term perspective, especially during volatility. Research is essential before making investment decisions during downturns. Market catastrophes can provide rare buying opportunities for savvy investors. ___________________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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4 Common Tax Reduction Mistakes - EP. 167 37:04

13 weeks yang lalu37:04

37:04

In this episode, Travis and Steve delve into the complexities of taxation, focusing on common mistakes individuals make regarding tax reduction strategies. They discuss the difference between tax loopholes and traps, the concept of tax loss harvesting, and the risks associated with market timing. The conversation also covers the implications of deferring income taxes, the challenges of capital gains, and the strategic use of the zero percent tax bracket. Together, Travis and Steve emphasize the importance of understanding tax rules to avoid costly mistakes and maximize financial outcomes. Takeaways Understanding the difference between tax loopholes and traps is crucial. Tax loss harvesting can be beneficial, but it comes with risks. Market timing can lead to missing significant market gains. Deferring income taxes may create future tax burdens. Capital gains taxes can be avoided through strategic planning. Living in a zero percent tax bracket can be misleading. Projections are essential for effective tax planning. Selling investments to avoid capital gains can be detrimental. Tax strategies should align with long-term financial goals. Professional guidance is vital for navigating complex tax situations. ____________________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

Ditch the Suits - Your Money, Your Life

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An Inside Look at Financial Planning at S.E.E.D. Planning Group - EP. 166 29:31

14 weeks yang lalu29:31

29:31

We're diving deep into the world of financial planning with our awesome guest, Jeff Chase! Jeff is Vice President of Financial Planning and a Senior Wealth Manager at S.E.E.D. Planning Group. This episode shines a spotlight on the critical importance of choosing not just a financial planner, but the right firm that supports them. We discuss how organizations can make or break your financial journey, focusing on the concept of "bench strength"—essentially, what happens when your go-to planner is unavailable or out of the office. Plus, we’ll explore the evolution of financial planning at S.E.E.D. and how we cater to a diverse range of clients, from those just starting to those with serious wealth. Takeaways: Understanding the difference between a financial planner and the actual 'real deal' planner is crucial for your financial health and peace of mind. The importance of bench strength in financial planning teams is highlighted, as not having a backup during your planner's vacation can lead to chaos. Choosing a financial planning firm is like finding a medical practice; you need a cohesive team that communicates well and puts your interests first. ______________________________________ About Jeff Chase Jeff is the Senior Vice President of Financial Planning at S.E.E.D. Planning Group, a fee-only financial firm committed to acting in its clients' best interests as a fiduciary. He joined S.E.E.D. in 2020 and is a key member of the firm's leadership team. He currently oversees and leads the financial planning team which consists of nine financial planners and wealth managers. ______________________________________ 🅿️ For more DTS content check out our Patreon Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com About Your Host: Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.…

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