1. Working with a financial "advisor" - The fiduciary responsibility of your planner Steve Campbell & Travis Maus 31:26

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 planning, transparent agreements, and your planner's fiduciary responsibility to you. 

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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!