Ditch the Suits - Financial, Investment, & Retirement Planning
Business & Economics Podcasts
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can build your retirement and better manage your family’s wealth while protecting it from financial exploitation, then stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
Location:
United States
Description:
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can build your retirement and better manage your family’s wealth while protecting it from financial exploitation, then stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
Twitter:
@seedpg
Language:
English
Contact:
6072175091
Email:
info@seedpg.com
Episodes
Early Retirement - Navigating the Gap Years - Key Considerations for claiming Social Security
2/14/2023
What is Social Security
Social Security was never meant to be the only source of income for people when they retire.
What people get wrong about Social Security
Online Calculators cannot help you factor in the following scenarios:
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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...
Duration:00:28:37
Caregiving Series - Getting Started & Making a Plan
1/31/2023
If you are currently providing care for a spouse, parent, or child with special needs or recognize you may be in this role eventually someday, listen to this episode to learn best practices for making an action plan.
Step #1 - Make a list of who is willing, qualified, and able to help.
Step # 2 - Understand the ask, needs, and time commitment
Be careful not to assume all the responsibility and attempt to do everything or to put too much on any one person, or you (or they) are very likely...
Duration:00:26:37
Caregiving Series - Providing Support & Asking for Help
1/17/2023
This episode discusses where to start when providing or coordinating care for a loved one.
Providing care could be for a parent, spouse, child, or relative with special needs.
Most people like to help others, and many make promises to their loved ones that they will be there to take care of them.
This could mean coordinating or personally administering services. Either situation is an intense, time-consuming, and stressful job.
The bottom line and main takeaway.... if you are providing...
Duration:00:29:35
Caregiving Series - Long-Term Care & Aging with Dignity
1/3/2023
We are kicking off the New Year by discussing long-term care planning and how it should fit into your overall financial plan. But, when we say "long-term care," we are not talking about a policy you buy from an insurance agent or financial advisor to provide some financial relief should you ever need home-health or skilled nursing care.
Not that! This series uses the terms "long-term care" and "eldercare planning" interchangeably.
Long-term care planning could be for an aging parent, a...
Duration:00:26:43
5 New Years Resolutions for 2023 (2022 in Review) - Twitter, Youtube, Google, Crypto, and the Weather
12/20/2022
In this episode, we share five New Years' resolutions that can set you up for a successful 2023. Sometimes the best way to move forward is by looking back at where we've been.
We review some of the most popular platforms of the past year - platforms like Twitter, Youtube, and Google and how the information coming out of these platforms are influencing your thinking (whether you realize it or not).
Part of making strides in the New Year is understanding how to source information and make...
Duration:00:32:05
Negative News and Headlines - Living with Values and Virtues
12/6/2022
Today we conclude our three-part series on money, learning to sift through bad news, and living with virtues.
There seems to be literally bad news everywhere you look, and we can’t seem to get away from it. In our last episode, we left off by talking about trading algorithms and how they work.
Today we will dive a little deeper into how headlines influence the markets and what you can do to separate yourself from all this sensationalism.
We need to separate our emotions from facts; this...
Duration:00:27:43
Negative News and Headlines - How to Become Bulletproof to Bad News
11/22/2022
In this episode, we continue our conversation around negative news and headlines. We break down actual news headlines over the past several years, discuss how they could have impacted investors, and address just how devastating they've sounded on the surface. But, like always, you need context!
As we dive deeper, you may be wondering why there seems to be so much bad news. It's because we keep consuming it. The more severe the news or headlines, the more people check in! And wording...
Duration:00:39:46
Negative News and Headlines - Are you being manipulated by bad economic news?
11/8/2022
Today we are kicking off a new series discussing money, sifting through bad news, and living with values and virtues.
There seems to be literally bad news everywhere you look, and we can’t seem to get away from it. Regular exposure to this type of negative media is programming us to feel like the world is broken. But is it? Stick with us as we break down what is happening, why, and what you can do about it to get the most from your money and life.
If you have questions, thoughts, or...
Duration:00:25:22
Working with a financial "advisor" - The fiduciary responsibility of your planner
10/25/2022
Listen in as we bring this series to a close. We have spent three episodes helping outline how you can begin to ascribe value when working with a financial professional. You should absolutely demand the best!
In this episode, we explain why a "good" planner can charge what they charge. If they are good and genuinely taking a holistic approach, then they have the answers to the questions you are asking (and paying for!)
Areas we discuss: holistic planning, segmentation, teaming, fee-only...
Duration:00:31:26
Working with a financial "advisor" - What are you paying for?!
10/11/2022
Today we are continuing our conversation around working with a financial professional and what you need to know before you engage in their services.
We break down what good attorneys really charge and how they are able to charge; such as hourly, by the job, or on a percentage basis.
Financial Planners and/or their firms do not have a compensation model for this! Most Financial Planners are compensated in some way for asset gathering, selling products, and/or the total amount of revenue...
Duration:00:32:19
Working with a financial "advisor" - Can you just pay for hourly advice?
9/27/2022
This three-part series discusses what you need to understand when you engage with a financial advisor and the options you have for paying for their "advice."
A reporter recently asked why he can't pay an hourly fee for a good financial advisor to tell him what to do. In this episode, we discuss if this type of arrangement exists and why financial firms are not set up to work with you in this capacity.
We reference Broker/Finra check - you can look up your financial advisor at...
Duration:00:31:12
Cryptocurrency - Can you really make money in crypto?
9/13/2022
In this episode, we answer the big question everyone is asking:" can I actually make money in crypto?" In short, yes, but there are many caveats and things to consider first.
We break down what you need to consider before you invest any money in crypto.
You are allowed to play as long as you understand the rules of the game. But if you don't, stay away!
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...
Duration:00:33:31
Cryptocurrency - Is Cryptocurrency a good alternative to dollars?
8/30/2022
Are you currently invested in or considering investing in cryptocurrency?
There are a lot of investors wondering if crypto is a good alternative to dollars. Is this true? How can we know?
Governments and large institutions have always controlled currencies. It has been this way since human civilization started. So when and how could crypto take the place of the dollar?
In this episode, we walk through some fun thought experiments around crypto becoming the defacto currency instead of the...
Duration:00:32:30
Cryptocurrency - Should you invest in it?
8/16/2022
Do you ever wonder if you should invest in cryptocurrency? Confused as to what it actually is or how it works? It seems to be everywhere, and everyone is talking about it.
Or maybe you've already started investing in crypto and are looking for some sound advice moving forward.
There is a lot to unpack! Today we will start a brand new three-part series on all-things crypto to help you understand what you need to know as an investor. In part 1, we will discuss crypto as an investment and as...
Duration:00:37:30
Investing Today - The irrationality of planning for doomsday
7/29/2022
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!
Duration:00:31:48
Investing Today - The irrationality of planning for doomsday
7/29/2022
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!
Thanks to our sponsor,...
Duration:00:34:24
Investing Today - Hitching a ride on this rollercoaster
7/15/2022
This episode will share how investing is like riding a roller-coaster. It should be the thrill of your life! You may want to puke and scream a little, but it will be the time of your life if you do it right.
You may be nervous now as an investor, and we understand that. BUT! We will provide some context so you can hopefully take advantage of this unique buying opportunity!
We will also share another strategy to take advantage of during this downturn.
Duration:00:28:55
Investing Today - Hitching a ride on this rollercoaster
7/15/2022
This episode will share how investing is like riding a roller-coaster. It should be the thrill of your life! You may want to puke and scream a little, but it will be the time of your life if you do it right.
You may be nervous now as an investor, and we understand that. BUT! We will provide some context so you can hopefully take advantage of this unique buying opportunity!
We will also share another strategy to take advantage of during this downturn.
Thanks to our sponsor, S.E.E.D....
Duration:00:29:42
Investing Today - What is going on with the stock market?
7/1/2022
Today we are starting a new three-part series on the cold truth about investing in today's markets. In this episode, we will confront what has been happening in the stock market over the last few months.
Investors are nervous but aren't really sure how nervous they should be! If you are a serious investor, we feel this could be an excellent opportunity to grow your portfolios. But...you must be intentional and purposeful.
Listen in as we provide context for what's happening in the market....
Duration:00:29:59
Investing Today - What is going on with the stock market?
7/1/2022
Today we are starting a new three-part series on the cold truth about investing in today's markets. In this episode, we will confront what has been happening in the stock market over the last few months.
Investors are nervous but aren't really sure how nervous they should be! If you are a serious investor, we feel this could be an excellent opportunity to grow your portfolios. But...you must be intentional and purposeful.
Listen in as we provide context for what's happening in the market....
Duration:00:30:53