In this episode, Steve and Travis discuss the importance of understanding tax codes and the types of investment accounts.

They emphasize the need to educate oneself about the tools available and how to use them to increase net earnings. They categorize accounts into Retirement tax-advantaged accounts, annuities, and regular investment accounts. They also highlight the significance of considering factors such as age, risk, and product limitations when making investment decisions. 

The episode concludes with a reminder to have a comprehensive financial plan that guides investment choices.

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Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.

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 meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.

Most Recent Episodes

September 2, 2024

A Broader Perspective on the Long-term Impact of Inflation.

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...

Listen · 28:52

August 26, 2024

New DEI Issues with ESG/Socially Responsible Investing

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...

Listen · 33:53

August 19, 2024

This May Help You Avoid Irreparable Harm To Your Portfolio

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...

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Steve Campbell Podcaster | Business Owner | Husband | Father to Four

Based on lessons learned during the 2008 Financial Crisis and extensive professional experience, Ditch the Suit’s was a response to the panic induced by the COVID-19 Financial Crisis, where a collision of social fear and financial volatility, fueled by the politicization of nearly every issue, seemed to tip the world upside down. With the goal to help people avoid making financially destructive decisions, co-hosts Travis Maus and Steve Campbell produced daily recordings on a wide range of topics, such as staying positive, understanding the financial impact of new legislation, how to take advantage of the stock market when it crashes, blocking out fear-mongering, etc. which eventually gave way to the creation of the Ditch the Suits Podcast.

Ditch the Suits has become more than a podcast – it’s become a movement. Travis and Steve share their experiences and industry insights in order to help you make one good financial decision after another.

Their listeners know they will hear things from us that no one else is willing to tell them!