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Ditch the Suits - Start Getting More From Your Money & Life Cover
Ditch the Suits - Start Getting More From Your Money & Life Profile

Ditch the Suits - Start Getting More From Your Money & Life

English, Finance, 9 seasons, 139 episodes, 3 days, 4 hours, 41 minutes
About
New Episodes are Released Bi-weekly on Tuesdays! 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 about how to build your retirement and better manage your family’s wealth while protecting it from financial exploitation and so-called "financial advisors," stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.Connect with us! Send us an email at [email protected] with any thoughts, questions, or feedback.
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What does passive investing mean?

In this brand-new series, we discuss the debate investors are battling with between passive investing vs active management. Which one is better? How can you tell?In this first episode, we define what passive investing means.  We break down some of the most well-established definitions and discuss how confusing all the definitions truly are. They say a lot and yet nothing at the same.What about the differences between investing for growth vs value? Again, another confusing debate that leaves you as the investor with more questions than answers.  This is a loaded series with lots of talking points and data to back it up! Stick with us! ______________________________________________________________Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/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.comDitch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell. 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/ or email us at [email protected] 👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia⭐⭐⭐⭐⭐ We'd also love for you to subscribe to this podcast and leave a 5-star rating and review
10/17/202324 minutes, 59 seconds
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Unleashing Leadership Trailer

Join Travis Maus, seasoned entrepreneur and business leader, on a transformative journey of leadership exploration. In this thought-provoking podcast, Travis shares his invaluable insights and experiences gained from two decades of managing diverse businesses, including small family enterprises, Fortune 500 companies, and his own successful startups.Drawing inspiration from the wisdom of renowned leadership expert John Maxwell, Travis emphasizes the pivotal role of personal growth and embracing change to achieve greatness. Through candid storytelling and real-life examples, he unveils the profound truth that success or failure ultimately rests upon a leader's ability to recognize and unleash the potential in others.With each episode, Travis invites listeners to challenge the status quo and think differently, just as he did when overcoming his own entrepreneurial hurdles. He reflects on the power of books and shares the book report tradition he instills in his team, revealing the extraordinary ideas and perspectives that emerge from it. Expect to be inspired as he delves into practical applications of these insights and explores their impact on clients, employees, and overall business growth."Unleashing Leadership" is a podcast that goes beyond conventional leadership narratives. It is a window into Travis Maus's life, work, and unwavering commitment to doing more for his team than he asks of them. Whether you're a current or aspiring leader, or simply curious about understanding the mindset of those in leadership positions, this podcast is your guide to embracing the brutal yet rewarding journey of leadership. Prepare to challenge your beliefs, unlock your potential, and forge a path toward extraordinary leadership.Unleashing Leadership is produced by NQR Media. Support the showThanks 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.comDitch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell. 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/ or email us at [email protected] 👍🏼 You can also follow us on social media at @ditchthesuits✅ Facebook - https://www.facebook.com/nqrmedia✅ Instagram - https://www.instagram.com/nqrmedia/✅ Twitter -https://twitter.com/NQRmedia⭐⭐⭐⭐⭐ We'd also love for you to subscribe to this podcast and leave a 5-star rating and review
8/15/20234 minutes, 54 seconds
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Redefining the 4% Rule: A Tailored Approach to Financial Planning

Are you tired of rigid financial rules that don't cater to your individual needs? Fed up with generic advice that doesn't consider your unique circumstances? You've come to the right place. We are huge proponents of a tailored approach to financial planning, and we're here to share our insights on the 4% rule - or should we say 4.5% or even 5%, depending on your age.Navigating the world of finance can feel like a maze, but we're here to serve as your compass. We'll guide you through the importance of viewing the 4% rule as a guideline rather than a golden rule. Building a portfolio that meets your retirement needs is just as crucial as understanding financial rules. We take pride in providing guidance and helping you navigate the decision-making process. Plus, we'll delve into why getting professional advice tailored to your circumstances is crucial and how hasty advice can lead to potential problems.We understand that everyone's financial journey is unique, and we tailor our services to suit your needs. We'll share insights on the different types of clients we assist and the strategies we use to help everyone from spreadsheet do-it-yourselfers to those who've been with a big wire house or a golf buddy. Plus, we'll share our thoughts on seeking financial advice from social forums and provide a contrarian perspective to help you make informed decisions. Curious? Tune in for an enlightening chat on personal finance. Let's ditch the suits and get real about money together.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📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com/ or email us at [email protected] 👍🏼 You can also follow us on social media at @ditchthesuits✅ Facebook - https://www.facebook.com/DitchTheSuits✅ Instagram - https://www.instagram.com/ditchthesuits/✅ Twitter - https://twitter.com/DitchtheSuits⭐⭐⭐⭐⭐ We'd also love for you to subscribe to this podcast and leave a 5-star rating and review
7/18/202326 minutes, 19 seconds
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How to JUICE your TAX SAVINGS even more

Are you unknowingly leaving money on the table with your charitable giving? Join us as we describe tax-saving strategies that maximize your impact while keeping your hard-earned dollars in your pocket. Discover why checks may not always be the best option for gifting and why understanding your chess pieces when it comes to giving is crucial.Did you know that you can maximize your charitable giving by utilizing your retirement accounts? We explain the benefits of sending money directly from your retirement account to a charity and share insights on Qualified Charitable Donations. Learn how charitable giving through RMDs can significantly reduce the amount of taxes you owe. We also dive into the importance of having a financial planner who understands taxes and capital gains to guide you through this often-overlooked process.Lastly, we tackle estate planning and beneficiaries, exploring the tax implications of splitting money between your kids and charity, as well as the consequences of leaving money to charity through a will. Uncover the potential for tax savings if the money is given to charity outside of a will and why it's essential to understand the people who are helping you with your estate and financial planning. Don't miss this game-changing conversation packed with invaluable insights on how to make the most of your charitable giving!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📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com/ or email us at [email protected] 👍🏼 You can also follow us on social media at @ditchthesuits✅ Facebook - https://www.facebook.com/DitchTheSuits✅ Instagram - https://www.instagram.com/ditchthesuits/✅ Twitter - https://twitter.com/DitchtheSuits⭐⭐⭐⭐⭐ We'd also love for you to subscribe to this podcast and leave a 5-star rating and review
6/13/202339 minutes, 17 seconds
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One way to save $1000s in income taxes

What if you could redirect money from the US Treasury straight to your favorite charity, all while saving on your taxes? Sounds too good to be true, right? In this episode, we uncover the strategies behind maximizing charitable tax deductions and the benefits of donor advised funds.We dive into the world of donor-advised funds, exploring how they can act as a mini-private foundation to accelerate your charitable gifts and secure greater tax deductions. We discuss the various options for setting up these funds and the flexibility they offer, as well as the advantages for both donors and charities. From helping those facing high tax rates to supporting more frequent gifts for charities, donor advice funds open up a realm of possibilities.Join us as we undress the industry and help you get the most from your money in life! Discover how implementing these strategies not only saves you money on taxes but also makes a greater impact on the causes you're passionate about. Don't miss this insightful conversation, and be sure to leave a review and rating to help others find our show.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📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com/ or email us at [email protected] 👍🏼 You can also follow us on social media at @ditchthesuits✅ Facebook - https://www.facebook.com/DitchTheSuits✅ Instagram - https://www.instagram.com/ditchthesuits/✅ Twitter - https://twitter.com/DitchtheSuits⭐⭐⭐⭐⭐ We'd also love for you to subscribe to this podcast and leave a 5-star rating and review
6/6/202331 minutes, 55 seconds