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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

19:24

Retirement Readiness – Financial Freedom

Ditch the Suits - Your Money, Your Life ·

2021/10/08

Show Intro (00:27)Financial Freedom – what you’ve earned (2:23)Having the ability to do what you want to do, redefining who you are after you stop working, and letting go of guiltNo one knows how much time they have, seizing your moment and recognizing that having more money may not make you feel betterExperiencing life while you can, making the most of your time, and taking advantage of opportunities in front of youLiving your life (10:54)Remembering friends that have gone too soon, addressing your

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20:41

Retirement Readiness - Feeling Guilty

Ditch the Suits - Your Money, Your Life ·

2021/09/24

Show Intro (00:27)Feeling guilty because you have the ability to retire (1:51)Dealing with pressure from family and friends, and having to defend yourself and choicesFeeling bad about not saving money, delaying retirement to pay for health insurance, and feeling comfortable spending money on yourselfHaving the resources to make choices, and maximizing the use of your money while you canWorking to break free of guilt (10:05)Recognizing the season of life you’re currently in, and moving past the guilt

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32:03

Retirement Readiness - Fear Factor!

Ditch the Suits - Your Money, Your Life ·

2021/09/11

Show Intro (00:27)Biggest fears or concerns around planning your retirement (1:36)Longevity, bad decisions, running out of money, market crashesThe financial industry wants to sell you a solution to help you cope with your fearIdentifying the things sabotaging our happiness, making excuses, procrastinating, and giving context to what retirement really meansWhen work isn’t fun anymore (7:48)Work environments and cultures are changing, and people are thinking about retirement now more than everOur

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28:51

Multi-Generational Financial Planning (Part 3)

Ditch the Suits - Your Money, Your Life ·

2021/08/27

Show Intro (00:27)How to get started gifting money to your kids (1:34)Making this process as open or private as it needs to be, controlling the pace of taxes, and getting money out of your estate Building in layers of privacy and setting up your children for success Working with a financial planner (10:37)Creating a long-term plan and ensuring your financial planner connects and communicates well with your children.Recognizing the financial industry’s conflict with multi-generational planning

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26:08

Multi-Generational Financial Planning (Part 2)

Ditch the Suits - Your Money, Your Life ·

2021/08/13

Show Intro (00:27)Inheritance Conundrum: What to do and when (1:34)Understanding tax ramifications, gifting now vs waiting, assessing your personal long-term needsAcknowledging your kid’s situation, helping them now, and giving them a boost Importance of building out your financial plan first and finding the right kind of planner to help youWhen to start Gifting (11:55)Putting yourself first and recognizing where you are and what you haveUnderstanding the purpose of the money to be gifted and how it

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26:49

Multi-Generational Financial Planning (Part 1)

Ditch the Suits - Your Money, Your Life ·

2021/07/30

Show Intro (00:27)Considerations and Factors (1:46)When to start gifting, starting the conversation with your kids, and getting them involved in the processWanting to do the right thing, setting your heirs up for successTaxes (5:55)Understanding your tax situation, factoring in income taxes, and taking your children’s tax situation into account Usage Benefit (12:03) Empowering your children, letting them plan, and recognizing how this gift would help themSeeing from your child’s perspective, knowing

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64:32

Exposing Magic Retirement Numbers

Ditch the Suits - Your Money, Your Life ·

2021/07/16

Exposing Retirement Mythinformation (00:27)Discussing conventional wisdom in regards to retirement planning, understanding your planning should be as unique as your life and identifying how the financial services markets retirement planning to you (1:40)Using online retirement calculators, needing millions to retire, and calculating how much money you should have at this point (6:14)Trying to replace your pre-retirement income, drawing down your assets, and identifying your sources of income

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49:58

Buying or Relocating in a Hot Real Estate Market

Ditch the Suits - Your Money, Your Life ·

2021/06/25

What to consider first (00:28)Understanding the current real estate market and perspective on purchase prices, property taxes, and interest rates (1:45)The effects of state and local taxes and value of a low-interest-rate environment (4:50) Putting the Price of the House in Context (8:20)Fighting the urge to compete, staying flexible, and remaining unemotional (9:45)Looking at a house like a stock. short vs. long-term buying considerations (13:45)Removing stress and the fear of missing out, not

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51:14

Seeing Behind the Walls

Ditch the Suits - Your Money, Your Life ·

2021/06/11

Laying the Groundwork (00:26)Implementing change, dealing with procrastination, and learning to enjoy the process (1:20)Using inspiration as a motivator, deciding where to get started, and acknowledging the difference between expectation and actual experience (5:46)Letting go of what we can’t control, learning to adjust and overcome unwanted disruptions (8:46) A Lesson from House Hunting (11:15)Defining what’s important, adapting to change, and working through emotions and feelings (15:05)Realizing

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53:56

Unleashing Chaos into Your Life

Ditch the Suits - Your Money, Your Life ·

2021/05/24

Reimagining chaos as a positive (1:08)Laying the groundwork and allowing chaos as a change agent (3:05)Controlling positive disruptions, eliminating certain words from our mindsets, and harnessing chaos to your advantage (6:38)Implementing this concept in your life (8:11)Building contingency plans into your life, utilizing personal advisory boards, and allowing others to help you (13:00)Brainstorming all possible “what if” scenarios, valuing different opinions and perspectives (18:03) Prioritizing

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48:39

The Secret to Change

Ditch the Suits - Your Money, Your Life ·

2021/05/10

Why change is difficult (1:18)Altering the way we view our lives, beginning to do things differently, and identifying where to get started (2:22)Resetting your journey, taking back control, and overcoming fear and judgment (6:25)Getting out of a rut, wanting better for your life, and motivating yourself to make impactful change (10:45) Injecting intentional chaos into your life (20:45)Redefining and controlling chaos, illustrating through art, and allowing yourself to see things differently

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54:01

How to score BIG!

Ditch the Suits - Your Money, Your Life ·

2021/04/23

Scoring BIG in your business (1:30)Using leading indicators, breaking down the components included in appraisals and assessments, and identifying subject matter experts that can help your business (2:45)Setting your priorities and objectives, having clear and measurable goals, and learning to say yes or no to opportunities (9:40)Identifying professionals that can help you score, implementing advisory boards, and bringing in the right consultants (13:55) Scoring BIG in your personal life and money

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58:28

Setting up your money business scoreboard

Ditch the Suits - Your Money, Your Life ·

2021/04/09

Setting up a scoreboard for your business (2:00) The importance of appraising your business the right way (3:55) Identifying your personal and business readiness assessments (6:05) Understanding your business attractiveness assessment (7:35) Establishing goals and priorities and understanding differences between risks and opportunities (14:30) Utilizing Master Planning and creating key measurements and metrics (18:50) Setting up a personal finance scoreboard (23:38) Creating your personal balance

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54:50

Identifying the Key Players Involved in Your Money...

Ditch the Suits - Your Money, Your Life ·

2021/03/26

Indicators of business and personal success (00:47) Successful businesses know when it is time to bring in expertise (3:50) You choose who you allow into your money business (6:50) Leaders, managers, and role players (8:50) Bringing in the right players to maximize and accelerate your money business and understanding your money business metrics (24:00) Creating accountability and benchmarks for your money business and recognizing the difference between talents and skills (34:00) How to take

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60:47

Your Money Business

Ditch the Suits - Your Money, Your Life ·

2021/03/14

Managing your money like a business (00:45) Good businesses establish defined goals and incremental finish lines (2:35) You cannot hold someone else accountable for a goal you have not defined yourself (12:10) Becoming successful financially and dealing with potential setbacks (18:45) Establishing definable goals and gaining momentum in your personal finances (21:35) Identifying the finish line, understanding what it takes for you to win financially, and examples of clearly defined goals (22:15)

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50:28

The Road to Financial Freedom

Ditch the Suits - Your Money, Your Life ·

2021/02/25

Money, the role that it plays, and what the financial industry is getting wrong (00:48)This is what the financial industry cannot get right (7:00)What a good financial planner should be doing for you (10:25)Wealth is more than your balance sheet or how much money you have (16:00)What is influencing your views about money (20:50)Problems don’t go away just because you have more money (26:40)Creating a life and financial plan where you know what your money has the ability to do (31:00)Taking charge of

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50:23

Are you “wealthy?”

Ditch the Suits - Your Money, Your Life ·

2021/02/12

What is wealth? (00:54)Money can help you achieve your dreams, but money can never be your dream (3:08)The concept of wealth has a different connotation to each person (5:12)Money is important – but how does it fit into the equation of wealth? (9:00)Money can be your friend if you treat it right (9:50)Money is a tool that can accelerate the dreams and visions you have for your life (13:55)Connecting money with your values (19:10)What is special to you is how you define wealth, which may be different

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48:25

Your life, your money.

Ditch the Suits - Your Money, Your Life ·

2021/01/28

What Ditch the Suits is all about (00:40)We believe there’s a lot of money to be made telling the truth (1:43)The financial industry teaches advisors to fake it till you make it (3:33)We came to understand you cannot fake your success to get to success (5:00)Ditch the suits means let’s be straightforward and honest and take the sales out of it and undressing the financial industry (6:38)This is your money and your life; we just want to help you to get more out of it (7:15)When we knew it was time

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78 results

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