Ditch The Suits - Your Money, Your Life podcast

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Lost Cultures: Living Legacies

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Bermuda: The Crossroads of the Atlantic 51:57

vor 23 Tagen51:57

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On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at ⁠travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…

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.

55 Episoden

#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

updated vor 3 Tagen

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55 Episoden

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

vor 3 Tagen44:43

44:43

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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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3 Million Stressed Out Federal Employees - EP. 170 46:37

vor 10 Tagen46:37

46:37

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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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Tariffs, Egg Prices, and Your Financial Future - EP. 169 50:33

vor 17 Tagen50:33

50:33

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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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Market Crashes. Now What? - EP. 168 24:03

vor 24 Tagen24:03

24:03

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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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4 Common Tax Reduction Mistakes - EP. 167 37:04

vor 4 weeks37:04

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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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An Inside Look at Financial Planning at S.E.E.D. Planning Group - EP. 166 29:31

vor 5 weeks29:31

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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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The Business of Financial Planning - EP. 165 33:23

vor 6 weeks33:23

33:23

Today, we're diving deep into the nitty-gritty of what makes a financial planner the "real deal." Our special series guest, Jeff Chase, VP of Financial Planning and Senior Wealth Manager at S.E.E.D. Planning Group is back with us, and together we're about to drop some insights that’ll help you see through all the shiny sales pitches out there. We’re breaking down the art of financial planning and why it’s not just about throwing money at investments and calling it a day. Instead, it’s about crafting a tailored strategy that considers everything from taxes to healthcare, ensuring your financial future isn’t left to chance. If you’re tired of cookie-cutter advice and pushy sales professionals and want to understand how to get the most out of your money, stick around because this episode is packed with insights that could change your financial game! Takeaways: In financial planning, knowing your goals is key; without it, you're just guessing. A solid financial plan should dictate your investments, not the other way around, folks. Meeting with clients regularly is essential; it's not just about selling products, it's about relationships. Solo practitioners in finance face unique risks, so having a team can be a game changer for clients. Understanding risk is crucial; sometimes being conservative can protect you better than chasing high returns. Navigating the world of financial products requires a keen eye to avoid unnecessary fees and pitfalls. About Jeff 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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Change is Needed in the Financial Industry - EP. 164 31:03

vor 7 weeks31:03

31:03

Our special guest, Jeff Chase, Senior Vice President of Financial Planning at S.E.E.D. Planning Group, is back! In this episode, we're diving deep into financial planning and exposing financial advisors and professionals who might be more about sales than sound advice. We'll break down how to distinguish experienced, qualified financial planners from those who are just in it for the commission—because when it comes to your financial future, you deserve a true professional, not just a salesperson. We discuss how to find someone who’s not only got your back but also understands the game, helping you make sound decisions for your future. It's your money and life! Takeaways: Navigating the financial world can feel like a treasure hunt with no map; we need to be wise and cautious about who we trust with our cash. A good financial advisor isn't just selling you products; they should be helping you level up in life and finances, like your personal finance Yoda. Don't let financial jargon trip you up; understanding your own money situation is more important than ever in this complicated world. The key to financial planning is more than just numbers; it's about helping clients prioritize their goals and navigate life's financial rollercoaster with empathy. About Jeff 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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Getting to Know Jeff Chase Sr VP, Financial Planning - EP. 163 25:23

vor 8 weeks25:23

25:23

Navigating the world of financial advising can feel like wandering through a maze blindfolded. Not every financial advisor is created equal—some have the credentials and expertise, while others just have the title. So, how can you tell the difference? In this brand-new four-part series, we’re joined by Jeff Chase , Senior Vice President of Financial Planning at S.E.E.D. Planning Group . Together, we're pulling back the curtain on the financial advising industry and trying to help you better identify and spot the real deal when it comes to working with a financial professional. Together, we break down the various titles floating around and uncover what truly separates a knowledgeable, trustworthy advisor from those just playing the part. Tune in as we demystify the world of financial planning and help you make more informed decisions about your financial future! Takeaways: Understanding the difference between a so-called financial advisor and a truly qualified one is crucial for your financial future. The financial planning industry is filled with a plethora of misleading titles that often confuse clients about whom they can trust. Building a career in financial planning requires passion and dedication beyond just chasing the paycheck, which many professionals often overlook. Networking and learning from experienced colleagues can significantly accelerate your growth and understanding in the financial planning world. About Jeff 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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Are the Markets Rigged? - EP. 162 40:04

vor 9 weeks40:04

40:04

Have you ever felt like the stock market is rigged against you? Well, you’re not alone in that sentiment, but we’re here to pull back the curtain and show you that it’s all about understanding the rules of the game. Throughout the episode, we argue that many investors are distracted by the flashy allure of 'instant wealth' while ignoring the real strategies that could lead to sustainable success. We illustrate how knowledge and strategy can turn the tables. The conversation weaves through the emotional rollercoaster of investing, debunking the idea that markets are inherently unfair. Instead, they emphasize the importance of discipline and a solid investment thesis. By the end of this episode, you’ll be equipped with insights that make you question every investment decision you’ve ever made, and maybe even inspire you to approach your portfolio like a chess game—strategically and with purpose! Takeaways: In this episode, we dive into the misconception that diversification always leads to better investment outcomes, highlighting that understanding the rules of investing is key. We explore how many people perceive the stock market as rigged, and how this perception often stems from a lack of knowledge about investment strategies and market dynamics. Understanding the importance of having an investment thesis can dramatically improve your investment outcomes, as it helps guide your decisions in a strategic manner. The discussion emphasizes the necessity of being disciplined and structured in investing, reinforcing that successful investors are those who play to win rather than play not to lose. ___________________________________________ 🅿️ 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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A Guide to Buying Investments - EP. 161 35:53

vor 10 weeks35:53

35:53

Ever feel like the investment world is just one big emotional rollercoaster? Well, you’re not alone! We’re diving into the nitty-gritty of why the average investor is at a serious disadvantage and how to flip the script. We kick things off by addressing the emotional rollercoaster that is the stock market, likening it to an emotional teenager throwing tantrums over price fluctuations. It’s all about understanding that while the market might be throwing a fit, we don’t have to join the chaos. We dive deep into the common pitfalls that trap everyday investors, highlighting the lack of knowledge about their own investments and the emotional decision-making that often leads to financial disaster. Our conversation shifts to the practical side of investing, where we share Travis' top-ten actionable tips that folks can implement right away to regain control over their investment strategies. We’re talking about understanding what you own, looking past the price tag, and recognizing the real value of your investments Takeaways: Investing is more than just buying stocks; it's about owning a piece of a company that should generate future profits, and knowing how to evaluate that is key. Understanding your investment statements is crucial; they should tell you not just the price, but the value of what you own and the story behind it. Don't let price fluctuations dictate your investment decisions; focus on the underlying value and long-term potential of the companies you invest in. If you're not confident in a company's future, or the leadership behind it, it might be time to reconsider your investment strategy altogether. ____________________________________________________ 🅿️ 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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Why Investing is Boring - EP. 160 35:10

vor 11 weeks35:10

35:10

Would you like your investments to have more good days than bad days? Are you tired of logging in and seeing your investment account balances dropping? Why does the stock market feel like an emotional teenager throwing tantrums and making drama? Well, that's what we're diving into today! We’re breaking down how the ups and downs of your investments mirror the wild mood swings of adolescence—think mood swings but with dollar signs. Between the media's sensational headlines and our natural urge to know “why,” we often find ourselves spiraling into panic mode. We’re here to dish out some wisdom on how to remain calm and steadfast amidst the chaos and why, sometimes, sticking to the boring, steady path is the real way to win the investment game. Takeaways: The stock market behaves like an emotional teenager, having temper tantrums that leave investors questioning their choices. Investing isn't about quick gains; it's a long-term journey requiring discipline and patience, much like mastering a new skill. People often panic during market volatility due to the fear of losing money, missing the fact that markets naturally fluctuate over time. Understanding what you're invested in can help alleviate anxiety; many investors don't even know the details of their own portfolios. ___________________________________________ 🅿️ 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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What Is The Estate Attorney's Job - EP. 159 47:25

vor 12 weeks47:25

47:25

This episode dives into why teaming up with a competent attorney is essential for your financial well-being, especially when it comes to estate planning. We’ve got our go-to legal expert, Kristen Luce, Partner at Coughlin and Gerhart LLP , back in studio to share how the right attorney can make all the difference in ensuring your assets are handled according to your wishes. We chat about the importance of communication, transparency, and doing your homework when choosing legal professionals—because let’s be honest, nobody wants to leave their loved ones tangled in a legal mess. Ask those tough questions and gauge how they respond. The right professionals will be eager to help you navigate your unique situation with ease, not just shove you into a one-size-fits-all plan. Plus, we tackle the misconception that estate planning is only for the elderly; hint: if you're 18 or have something you care about, it’s time to get your ducks in a row! Takeaways: Understanding the importance of vetting financial advisors and attorneys can significantly impact your financial future. Collaborative efforts between attorneys and financial advisors can lead to better outcomes for clients' estate planning needs. Don't skip out on estate planning; even young adults need to have their own legal documents in order. Beneficiaries can trump what’s in your will, so it's crucial to check your accounts regularly for accuracy. Choosing a fee-only financial planner can help eliminate conflicts of interest that might arise with commission-based advisors. Always communicate your wishes clearly; ambiguity in estate planning can lead to family disputes down the line. _______________________________________________ 🅿️ 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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Finding a Good Estate Attorney - EP. 158 42:57

vor 13 weeks42:57

42:57

Today, we're diving headfirst into the nitty-gritty of estate planning with our special guest, Kristen Luce, Partner at Coughlin and Gerhart , LLP, who knows this stuff like the back of her hand. Our episode kicks off with a casual banter that sets the tone for a relaxed yet informative discussion. Kristen shares her journey and passion for helping clients navigate the often murky waters of estate planning. Together we discuss how many people feel overwhelmed and hesitant to start their estate planning because, let’s face it, nobody wants to think about their mortality. But Kristen reassures us that it’s all about getting organized and taking proactive steps. We touch on the importance of having a good team in your corner—fee-only financial planners and attorneys who actually communicate and work together. Together, we unravel the mystery of why having a solid estate plan is essential, especially when life throws curveballs your way. We tackle the common misconceptions that make people hesitant to seek professional help and why you should throw your trust into the hands of someone who knows what they’re doing (spoiler alert: it’s not always the first Google result). Kristen explains how you should navigate the legal labyrinth of financial planning, ensuring you don’t end up in a pickle when it counts the most. Takeaways: Ditch the Suits podcast is all about sharing financial insights that the industry prefers to keep hush-hush, helping listeners navigate their money matters like seasoned pros. The transition to Patreon is a game-changer, making past episodes accessible and ensuring you never miss out on new content, so hop on board! Estate planning isn’t a one-size-fits-all process; it’s crucial to work with an attorney who gets your unique situation and crafts a plan that truly reflects your wishes. Clients often struggle to get organized for estate planning, but with a solid questionnaire and guidance, the process can be smoother and less daunting than you think! Understanding the legal side of financial planning is essential, especially during tough times, as it helps to ensure your family’s stability and peace of mind in the future. Communication is key in estate planning; a good attorney listens to what’s important to you and explains things in plain English, avoiding the dreaded legalese. ________________________________________ Ms. Luce joined Coughlin & Gerhart, LLP in 2007 and is a partner with the firm. She is chair of the firm’s Trusts & Estates Practice Group. Ms. Luce’s practice is concentrated in the areas of Estate Planning, Trust & Estate Administration, Guardianships, Adoptions, Litigated Estate Matters, and Real Estate. She practices in the firm’s main office, as well as the Owego branch office. She has been selected as a Rising Star among New York lawyers for Estate Planning from 2013 – 2018 by Upstate New York Super Lawyers magazine. In 2017 Ms. Luce was named in the 24th Edition of the Best Lawyers in America® in the practice area of Trust & Estates. Ms. Luce has been given this award every year since 2017 (for the Best Lawyers in America© for Trust & Estates). Ms. Luce is a current member of the Broome County and New York State Bar Associations . She is a member of the New York Bar Association’s Elder Law and Special Needs Section. Ms. Luce previously served on the Board of Directors to the local American Automobile Association (AAA) Club. She is a past Co-Chair of the Broome County Bar Association’s Young Lawyers Committee. She served on the Board of Directors for the Mothers and Babies Perinatal Network (April 2008 – February 2016) and is a former member of the Owego Rotary. In 2014 and again in 2018 Ms. Luce was appointed by the Town Board of the Town of Binghamton to an interim position of Acting Town Justice. _________________________________________________ 🅿️ 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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$17.5 Million for Potentially Misleading Statements about ESG Investing - EP. 157 31:58

vor 14 weeks31:58

31:58

We’re diving deep into the world of trust (or lack thereof) in the financial services industry! This episode is all about how trust in your financial advisor should be more than just a warm fuzzy feeling; it needs to be backed by proactive planning and accountability. We'll break down two compelling cases: one involving a major investment firm hit with a $17.5 million civil penalty for allegedly making misleading statements about its ESG-focused investments, and another where an advisor orchestrated a Ponzi scheme to deceive clients. 📢 We Want Your Input! Take our quick two-question survey here and tell us what’s most important to YOU when choosing a financial advisor. Takeaways: Trust in financial advisors is crucial, but it must be verified through their actions and performance standards. Beware of investment firms that claim high returns with little risk; if it sounds too good to be true, it probably is. A Ponzi scheme can happen to anyone; always do your homework before entrusting your money to an advisor. Investing should align with your values, but ensure your advisor is genuinely representing those values. Don't follow the flashy marketing; focus on the fundamentals of investing for long-term success. We'd love your input. Take our quick survey at https://forms.office.com/r/837zquxdET Ponzi scheme source https://www.justice.gov/usao-ednc/pr/raleigh-investment-advisor-s-40-year-sentence-ponzi-scheme-and-obstruction-affirmed article referenced about Invesco at https://www.mofo.com/resources/insights/241220-top-5-sec-enforcement-developments-for-november-2024 Volkswagen article at https://www.bbc.com/news/business-34324772.amp _____________________________________________________ 🅿️ 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 You can get Ditch the Suits highlights, and other great content produced by NQR Media at https://youtube.com/@NQRMedia 📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia 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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