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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…

Ever feel like the i…

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 kn…

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…

Would you like your …

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…

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 Lu…

This episode dives i…

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 …

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 e…

Today, we're diving …

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 …

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 fe…

We’re diving deep …

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…

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 performa…

In this special epis…

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 investors prioritize trust over performance🔹 How proactive communication and a clear financial…

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 …

Jess Blake, Certifie…

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, especially when the unthinkable happens. Jess recounts real-life situations where families were left t…

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 Fiduciar…

Estate planning is o…

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 planning—many folks think it’s just about writing a will. But Jess sets the record str…

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…

In this episode, we …

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. Jessica and the team discuss how financial planning goes beyond numbers—it’s about creating a …

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 Mana…

This episode of the …

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 emphasizes the value of understanding the intricacies of estate planning, including tax implication…

Understanding your personal finances means treating them like a business, and that's exactly what this episode of Ditch the Suits emphasizes. Travis and Steve dive into the importance of recognizing y…

Understanding your p…

Understanding your personal finances means treating them like a business, and that's exactly what this episode of Ditch the Suits emphasizes. Travis and Steve dive into the importance of recognizing yourself as the boss of your financial situation, encouraging listeners to engage with financial advisors as if they were hiring employees. They discuss the pitfalls of over-reliance on financial professionals who may not have your best interests at heart, and how to spot red flags in the financial services industry. Throughout the conversation, they highlight the necessity of being proactive and i…

In our last episode, we did a status check on the state of the financial advice industry. We discussed that the term financial advisor is meaningless and how you can get more information on any potent…

In our last episode,…

In our last episode, we did a status check on the state of the financial advice industry. We discussed that the term financial advisor is meaningless and how you can get more information on any potential financial advisor or firm you may consider working with. This episode is an open conversation about some of our experiences helping people find real value via financial planning.This episode of Ditch the Suits dives deep into the true value of financial planning and the importance of working with a fiduciary financial planner. We share experiences from our combined 25+ years working in the fin…

Have you ever thought “should I work with a financial advisor” or if you already do, “do I need a second opinion?” Or maybe, “aren’t all financial advisors the same?” In this episode you…

Have you ever though…

Have you ever thought “should I work with a financial advisor” or if you already do, “do I need a second opinion?” Or maybe, “aren’t all financial advisors the same?” In this episode you’ll get the answer to these questions and more as we dig into the state of the financial advisor industry.Should you hire a financial advisor? This question lies at the heart of the latest discussion on the Ditch the Suits podcast, where hosts Travis and Steve peel back the layers of the financial services industry. They explore the different types of financial professionals, clarifying the d…

The holiday season brings a unique blend of reflection and anticipation for us on the Ditch the Suits podcast. In this episode, we take a moment to appreciate our journey over the past year, celebrati…

The holiday season b…

The holiday season brings a unique blend of reflection and anticipation for us on the Ditch the Suits podcast. In this episode, we take a moment to appreciate our journey over the past year, celebrating a remarkable 34% Growth in listenership. We’re excited to share updates to our content strategy, including guest interviews and deeper dives into key topics, to offer varied insights from active professionals in financial planning.A central theme of this discussion is the significance of personal connections during this busy time. We explore how financial planning should never come at the exp…

Join us as we dive into a comprehensive recap of the past year's highlights from our Ditch the Suits podcast. This episode reflects on the critical financial insights we've shared, focusing on the imp…

Join us as we dive i…

Join us as we dive into a comprehensive recap of the past year's highlights from our Ditch the Suits podcast. This episode reflects on the critical financial insights we've shared, focusing on the importance of understanding your money in the context of life and personal fulfillment. From navigating estate planning to tackling the complexities of bonds, we explore how our discussions have aimed to empower listeners with practical knowledge for their financial journeys. We also address the impact of current events, such as corporate profits and election cycles, on personal Finance, emphasizing …

This episode of the Ditch the Suits Podcast dives deep into the emotional and financial complexities that arise after losing a loved one.. Co-hosts Travis Maus and Steve Campbell emphasize the importa…

This episode of the …

This episode of the Ditch the Suits Podcast dives deep into the emotional and financial complexities that arise after losing a loved one.. Co-hosts Travis Maus and Steve Campbell emphasize the importance of taking time to grieve and not rushing into decisions, advocating for a thoughtful gap analysis to assess financial needs and future goals. They explore the potential emotional burdens tied to property ownership and the responsibility that comes with selling, particularly the concern for future buyers. The conversation highlights the necessity of understanding the intention behind financial …

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 th…

This episode of the …

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 committed to dedicating two full episodes to help others navigate life after loss.Travis underscore…

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…

This episode of Ditc…

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 listeners to make informed decisions about their investments. Moreover, they introduce charitable givi…