Ditch the Suits - Financial Planning Resources & Insights

by S.E.E.D. Planning Group

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 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.... Read more
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Podcast episodes

  • E37 - Investing Today - What is going on with the stock market?

    E37 - Investing Today - What is going on with the stock market?

    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 a...

    30:56

  • E36 - Retirement Income Planning - How to take money out of your accounts

    E36 - Retirement Income Planning - How to take money out of your accounts

    Drawing money from your investments can be daunting. You may not know which accounts to draw from or what you should sell to take required distributions. Don't worry. We will help you! In this episode, we break down strategies for...

    30:26

  • E35 - Retirement Income Planning - Setting Yourself Up For Success

    E35 - Retirement Income Planning - Setting Yourself Up For Success

    We want to help you set yourself up for success when managing your taxes in this episode. But when we refer to managing taxes, we are not referring to just this year, but rather over your entire lifetime!The goal should not be a 0...

    23:28

  • E34 - Retirement Income Planning- Addressing taxes and reducing your IRS IOU's

    E34 - Retirement Income Planning- Addressing taxes and reducing your IRS IOU's

    In this new series, we will be discussing ways to source income in retirement. Part 1 focuses on addressing ways you can reduce your IRS IOUs. We will discuss your balance sheets and help you understand taxes are a liability that ...

    27:39

  • E33 - Financial Freedom - What's on your tombstone?

    E33 - Financial Freedom - What's on your tombstone?

    When you reach financial freedom, you will transition from saver to spender, which is a very scary step for many people. When you’ve been conditioned to save, save, save, spending and not saving will probably make you very anxious...

    25:09