I co-host the award winning Ditch the Suits Podcast, alongside my business partner, Travis Maus. Our show is geared to help listeners get the most from their Money and lives by sharing financial industry insights no one wants them to know about. I also host the One Big Thing Podcast, an interview-style show dedicated to inspiring and encouraging 30-40 year olds in the midst of building their personal and professional lives.
I also serve as the Chief Brand Officer and SVP of New business development for S.E.E.D. Planning Group. S.E.E.D. is a fee-only financial planning firm with a Fiduciary obligation to work in our clients' best interest.
Their listeners know they will hear things from us that no one else is willing to tell them!
Recent Content
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…
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 o…
This episode of the …
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 conversation touches on the benefits of Roth conversions, particularly for those who may find them…
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 revisiti…
This episode focuses…
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 hidden benefit of receiving extra paychecks throughout the year, which can be leveraged for debt redu…
In this episode of Ditch the Suits, Steve Campbell and Travis Maus discuss the hidden costs of a high salary. They emphasize that financial freedom is more than just money and that Stress and Anxiety …
In this episode of D…
In this episode of Ditch the Suits, Steve Campbell and Travis Maus discuss the hidden costs of a high salary. They emphasize that financial freedom is more than just money and that stress and anxiety can lead to an unfulfilled life. The conversation explores whether a high salary equates to job satisfaction and personal happiness, the importance of considering the benefits package, and the possibility of making more money by earning less salary. They also discuss the impact of geography on salary and the need to reframe the conversation around salary and future prospects.______________________…
In this episode of Ditch the Suits, Steve Campbell and Travis Maus discuss the mistakes people make when selling a house or a business. They highlight the concept of anchoring bias, where individuals …
In this episode of D…
In this episode of Ditch the Suits, Steve Campbell and Travis Maus discuss the mistakes people make when selling a house or a business. They highlight the concept of anchoring bias, where individuals become fixated on a specific number and are unwilling to consider other options. They provide examples of how this bias can lead to financial losses and missed opportunities. The conversation covers the importance of considering the broader context, such as taxes, terms of the deal, and opportunity costs. Together, they emphasize the need for a comprehensive understanding of the numbers and the va…
Part 2 of the Proposed Tax Policy Grab Bag delves into the potential repercussions of proposed tax legislation that could significantly impact wealth creation and financial mobility, particularly for …
Part 2 of the Propos…
Part 2 of the Proposed Tax Policy Grab Bag delves into the potential repercussions of proposed tax legislation that could significantly impact wealth creation and financial mobility, particularly for middle-class individuals and small business owners. We discuss how changes to capital gains taxes, eliminating the step-up basis at death, and increased taxes on stock buybacks could lead to double taxation and hinder economic Growth. We emphasize the importance of understanding these complex tax policies, as they may affect not only those in high-income brackets but also everyday Americans strivi…
This episode delves into the potential impact of proposed tax policy changes that could significantly affect Americans, particularly those making over $400,000, and the broader implications for everyd…
This episode delves …
This episode delves into the potential impact of proposed tax policy changes that could significantly affect Americans, particularly those making over $400,000, and the broader implications for everyday citizens. We discuss how these tax changes, including increases on capital gains and the introduction of new taxes, may not only target high earners but could also trickle down to the average person in various ways. We emphasize the importance of understanding that tax policies can influence the Economy as a whole, affecting prices and investment opportunities. We also highlight the misconcepti…
This episode into the controversial proposal of taxing unrealized capital gains, a measure that could have far-reaching consequences for individuals and the economy at large. Hosts Steve Campbell and …
This episode into th…
This episode into the controversial proposal of taxing unrealized capital gains, a measure that could have far-reaching consequences for individuals and the economy at large. Hosts Steve Campbell and Travis Maus break down the implications of such a tax, emphasizing that it not only targets the ultra-wealthy but could also negatively impact everyday Americans. They discuss how taxing assets that have not been sold creates a precarious situation where individuals might be forced to liquidate holdings to pay taxes on hypothetical gains, potentially destabilizing markets and affecting job securit…
We continue our series by taking a critical look at the proposed taxation of unrealized capital gains, a topic that has stirred considerable debate among financial experts and policymakers. We initiat…
We continue our seri…
We continue our series by taking a critical look at the proposed taxation of unrealized capital gains, a topic that has stirred considerable debate among financial experts and policymakers. We initiate the conversation by defining unrealized gains—the increase in value of an asset that has not yet been sold—and how the proposed tax would apply primarily to individuals with substantial wealth, specifically those with assets exceeding $100 million. We argue that while the tax might seem targeted at the ultra-wealthy, its implications could have far-reaching effects on the economy and individ…
**We are pausing our current series to bring you five timely episodes surrounding suggested new tax policies**In this new series, we delve into the complexities of corporate taxation and its implicati…
**We are pausing our…
**We are pausing our current series to bring you five timely episodes surrounding suggested new tax policies**In this new series, we delve into the complexities of corporate taxation and its implications for individual investors. We argue that while raising taxes on corporations may seem like an attractive solution for increasing government revenue, the actual burden often trickles down to shareholders, employees, and consumers. This episode highlights the intricate flow of money through corporations, emphasizing that corporations are not standalone entities but rather integral components of t…
In this episode of the Ditch the Suits podcast, Steve Campbell and Travis Maus discuss why net worth is the wrong number to track for financial freedom. They emphasize that financial freedom is not ju…
In this episode of t…
In this episode of the Ditch the Suits podcast, Steve Campbell and Travis Maus discuss why net worth is the wrong number to track for financial freedom. They emphasize that financial freedom is not just about money, but also about living a fulfilling life free from stress and anxiety. They explore why people stress about the volatility of their net worth and the value of their future Estate. Travis explains that people's fixation on net worth is rooted in social pressure and the misconception that it determines their worth and flexibility. They also discuss the difference between price and val…
In this episode of the Ditch the Suits podcast, Steve Campbell and Travis Maus discuss the question of whether you really need a million dollars to retire. They explore the concept of financial freedo…
In this episode of t…
In this episode of the Ditch the Suits podcast, Steve Campbell and Travis Maus discuss the question of whether you really need a million dollars to retire. They explore the concept of financial freedom and how it is not just about money but also about living a fulfilling life. They challenge the idea of setting arbitrary financial goals and emphasize the importance of understanding one's own unique needs and circumstances. The conversation highlights the societal pressure to compare oneself to others and the need to have a better conversation around what truly matters. The four main takeaways …
In this episode, Steve and Travis discuss the impact of the media on our perception of current events and how it can influence our financial decisions. They highlight the framing techniques used by th…
In this episode, Ste…
In this episode, Steve and Travis discuss the impact of the media on our perception of current events and how it can influence our financial decisions. They highlight the framing techniques used by the media to shape our understanding of issues and the biases that can be present. They also provide examples of how the media has portrayed presidential candidates in the past and the negative tone often used in news coverage. The hosts emphasize the importance of being aware of these influences and taking a rational approach to financial decision-making.Episode References:State University of New Y…
In this episode, Steve and Travis discuss the impact of inflation and the importance of understanding compound interest. They emphasize that inflation is a real concern and can erode the value of mone…
In this episode, Ste…
In this episode, Steve and Travis discuss the impact of inflation and the importance of understanding compound interest. They emphasize that inflation is a real concern and can erode the value of money over time. They explain how compound interest works and how it can help grow wealth. They also highlight the dangers of being too conservative and not taking enough risk to combat inflation. The episode concludes with a discussion on the role of media and news in shaping financial decisions.________________________________________________________________Join our Skool Community at https://www.s…
In this episode, Steve and Travis discuss the concept of DEI (Diversity, Equity, and Inclusion) and its impact on ESG (Environmental, Social, and Governance) Investing. They explain that DEI is a rela…
In this episode, Ste…
In this episode, Steve and Travis discuss the concept of DEI (Diversity, Equity, and Inclusion) and its impact on ESG (Environmental, Social, and Governance) investing. They explain that DEI is a relatively new hot topic and how it has become a part of the socially responsible investing space. They highlight the importance of understanding the definitions of ESG and SRI (Socially Responsible Investing) and how companies are using these concepts for PR purposes. They also discuss the challenges of investing based on trends and the need for individual investors to define their own values and bui…
In this episode, Steve Campbell and Travis Maus discuss the concept of irreparable harm to your investment portfolio and how to avoid it. They emphasize the importance of understanding the difference…
In this episode, Ste…
In this episode, Steve Campbell and Travis Maus discuss the concept of irreparable harm to your investment portfolio and how to avoid it. They emphasize the importance of understanding the difference between price and value when making investment decisions. They also highlight the significance of diversification and the correlation coefficient in managing risk and maximizing returns. The episode concludes with a reminder to seek professional advice and support in implementing these strategies.________________________________________________________________Join our Skool Community at https:/…