Ditch the Suits Podcast - A Year In Review

Join us as we dive into a comprehensive recap of the past year's highlights from our Ditch the Suits podcast.

This episode reflects on the critical financial insights we've shared, focusing on the importance of understanding your money in the context of life and personal fulfillment.

From navigating estate planning to tackling the complexities of bonds, we explore how our discussions have aimed to empower listeners with practical knowledge for their financial journeys.

We also address the impact of current events, such as corporate profits and election cycles, on personal finance, emphasizing the need for informed decision-making.

As we wrap up the year, we encourage you to revisit episodes that resonate with you, ensuring you’re equipped to make the most of your financial future in 2025.

Takeaways:

- We discuss the importance of aligning your financial planning with your life goals.
- Understanding estate planning is crucial, as many people are unaware of their current status.
- Debt can be a tool for wealth creation if used wisely and not abused.
- Navigating the complexities of corporate profits can help you make better investment decisions.
- It's essential to understand the tax code, as it can significantly impact your financial strategy.
- We emphasize the value of communication about financial matters within families.

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Thanks to our sponsor, S.E.E.D. Planning Group! @seedpg 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. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.

@stevecampbellpr has over a decade of industry experience and is the Chief Brand Officer at S.E.E.D. Planning Group. Steve also hosts the One Big Thing Podcast, an interview-style show meant to inspire and encourage 30 and 40-year-olds going through difficult seasons of navigating marriage, raising kids, and growing personally.

Chapter Markers
00:00 - Welcome to Ditch the Suits Podcast
00:47- Reflecting on the Year and Looking Forward
17:40 - Supercharging Charitable Donations
20:02 - Navigating the Landscape of DEI and Investment
29:15 - Navigating Life Changes: Dealing with Loss and Moving Forward