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PODCAST

Ditch the Suits - Your Money, Your Life

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.

business investing

All Episodes

29:31

An Inside Look at Financial Planning at S.E.E.D....

Ditch the Suits - Your Money, Your Life ·

2025/05/06

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

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25:23

Getting to Know Jeff Chase Sr VP, Financial Planning...

Ditch the Suits - Your Money, Your Life ·

2025/04/15

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

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40:04

Are the Markets Rigged? - EP. 162

Ditch the Suits - Your Money, Your Life ·

2025/04/08

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

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35:53

A Guide to Buying Investments - EP. 161

Ditch the Suits - Your Money, Your Life ·

2025/04/01

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

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35:10

Why Investing is Boring - EP. 160

Ditch the Suits - Your Money, Your Life ·

2025/03/25

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

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31:58

$17.5 Million for Potentially Misleading Statements...

Ditch the Suits - Your Money, Your Life ·

2025/03/04

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

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40:11

Top Quality in a Financial Advisor – Trust or...

Ditch the Suits - Your Money, Your Life ·

2025/02/25

In this special episode of Ditch the Suits, Travis and Steve break down the results of a recent survey that asked 1,000 investors working with financial advisors: What matters more—trust or performance?Should it be just one thing or a combination? Don’t you deserve to work with someone who you can both trust not to rip you off and expect performance from? Join us as we challenge the status quo and discuss why clients should raise their expectations.Key takeaways from the survey:🔹 Why 72% of

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35:29

What Are Your Estate Planning Options

Ditch the Suits - Your Money, Your Life ·

2025/02/18

Jess Blake, Certified Trust and Fiduciary Advisor and Senior Wealth Manager at S.E.E.D. Planning Group returns for the last episode in this series to help clarify the common misconception that estate planning is only necessary for the wealthy or elderly. We engage in a lively debate, dispelling these myths and emphasizing that anyone over 18 with any form of asset should consider an estate plan. The discussion highlights the critical role of power of attorney documents and how vital they are,

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31:32

Estate Planning: Legal Disasters vs Practical Advice

Ditch the Suits - Your Money, Your Life ·

2025/02/11

Estate planning is one of those things that we often put off until it’s too late. This episode of Ditch the Suits is here to change that mindset! We’ve got Jess Blake, Certified Trust and Fiduciary Advisor and Senior Wealth Manager at S.E.E.D. Planning Group back with us, and she’s about to drop some bombs about how to avoid those critical estate planning blunders that could haunt your family long after you’ve gone. We kick off with a light-hearted chat about the misconceptions surrounding estate

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28:17

Unleashing Clients

Ditch the Suits - Your Money, Your Life ·

2025/02/04

In this episode, we dive into estate planning with Jessica Blake, a Senior Wealth Manager and Certified Trust and Fiduciary Advisor (CTFA) at S.E.E.D. Planning Group. Jessica shares real-life insights from working with clients every day, shedding light on the critical mistakes people make that can jeopardize their financial legacy.We explore why estate planning is often overlooked, how proper planning can prevent financial disaster, and why working with the right advisor makes all the difference

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33:18

The Unleashed Fiduciary

Ditch the Suits - Your Money, Your Life ·

2025/01/28

This episode of the Ditch the Suits focuses on the critical importance of estate planning and the common mistakes people make in this area. Travis and Steve welcome Jessica Blake, a Senior Wealth Manager and Certified Trust & Fiduciary Advisor (CTFA) from S.E.E.D. Planning Group, with extensive experience in estate planning, to share her insights. They discuss what constitutes an adequate estate plan and debunk the misconception that it's merely about having a will or life insurance. Jessica

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40:10

Rebuilding Life After Death

Ditch the Suits - Your Money, Your Life ·

2024/12/10

This episode of the Ditch the Suits Podcast explores the profound challenges of rebuilding life after the loss of a loved one. It focuses on both the emotional and practical decisions that arise in the wake of such a life-altering event.A show follower asked Travis and Steve about their experience managing a family farm after losing a partner while also navigating the responsibility of caring for a mother who wants to remain nearby. Recognizing that many people may face similar struggles, Travis

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38:44

Tax Deductions – How to Get More!

Ditch the Suits - Your Money, Your Life ·

2024/12/03

This episode of Ditch the Suits Podcast delves into the intricate world of financial planning, particularly as the year draws to a close. Hosts Steve Campbell and Travis Maus discuss practical actions that individuals can take before the end of the year, emphasizing the importance of understanding capital gains and the potential benefits of tax loss harvesting. The discussion highlights the distinction between short-term and long-term capital gains and the associated tax implications, guiding

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39:51

ROTH Conversions, 401k Strategies, and Income Tax...

Ditch the Suits - Your Money, Your Life ·

2024/11/26

This episode of the Ditch the Suits podcast gives practical financial insights that can significantly impact your money management strategies. Steve Campbell and Travis Maus emphasize the importance of completing a personal tax assessment, which acts as a mock tax return to identify potential opportunities and gaps in your financial planning. They also discuss the critical need to revisit your 401(k) contribution strategy, highlighting the risks of overfunding and underfunding these accounts. The

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39:41

Effective Budgets and Income Sourcing Plans

Ditch the Suits - Your Money, Your Life ·

2024/11/19

This episode focuses on practical financial strategies for preparing for the end of the year and setting yourself up for success in the coming year. Travis and Steve discuss the importance of revisiting your budget, emphasizing that it should be a flexible tool rather than a rigid constraint. They introduce the concept of an income-sourcing plan for those approaching retirement, highlighting how to draw from various accounts to optimize tax efficiency effectively. Additionally, they reveal the

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40:46

Investment Fees…the Good, the Bad, and the Ugly.

Ditch the Suits - Your Money, Your Life ·

2024/08/06

In this episode, Steve Campbell and Travis Maus continue their series on improving net earnings. They discuss the importance of understanding and evaluating investment fees.They explain the different types of investment fees, including sales commissions, product fees, management fees, transaction fees, and advice fees. They emphasize the need to be aware of the fees you are paying and to determine if they are worth the value you are receiving.They also highlight the potential savings that can be

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27:39

A Way To Make Better Financial Decisions

Ditch the Suits - Your Money, Your Life ·

2024/07/02

Want to get in touch? Send us a text!In this episode, we discuss the concept of running your personal finances like a business. We emphasize the importance of understanding your cash flow, liabilities, and assets, and using debt strategically to improve your balance sheet. We also highlight the need to focus on both current and future cash flow and to consider the long-term impact of financial decisions. The key takeaway is to not be afraid of using debt to improve your financial situati...

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33:49

Stop Telling People They Have To Be Debt Free

Ditch the Suits - Your Money, Your Life ·

2024/06/25

Want to get in touch? Send us a text!In this episode, we discuss the idea of debt and challenge the notion that all debt is bad. We emphasize the importance of understanding the purpose and value of debt, as well as the interest rate and how it compares to other cash usage opportunities. We also caution against insecurity masking as pride and making decisions based on societal expectations. This episode provides a framework for evaluating debt and making informed financial decisions...

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30:23

The Problems Created By Not Talking To Your Kids...

Ditch the Suits - Your Money, Your Life ·

2024/06/18

Want to get in touch? Send us a text!How do you navigate the tricky waters of talking money with your family? Today, we promise you'll gain insight into normalizing these vital conversations, making them less daunting and more productive. We explore why financial discussions with children and family members can be so challenging and the harmful effects of avoiding these conversations. Through real-life examples, we'll show you how to turn these difficult discussions into opportunities for fos...

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34:25

Investing Today - The irrationality of planning for...

Ditch the Suits - Your Money, Your Life ·

2022/07/29

In this episode, we conclude our three-part investing series as we try to persuade you that planning for doomsday is a waste of time! The world is not coming to an end, and if you do it right, there is real money to be made right now in the markets. Don't be afraid! But plan to be proactive and intentional with the decisions you make moving forward. We also share one last awesome strategy to take advantage of during this downturn...you won't want to miss this!

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78 results

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