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?? WOW! We are PUMPED! Thank you, Quill Inc for recognizing our Ditch the Suits Podcast as Your Podcast of the Year!! ???? Thank you to all of you who voted to get us in the running. The top-voted podcasts were then evaluated on by judges like SquadCast.fm, Buzzsprout, Podchaser, Podcastle and more! ???? We are ecstatic! Thank you!!

In our latest Ditch the Suits episode, Travis and Steve analyzed a survey that asked consumers working with financial advisors: What matters more—trust or performance? The results were fascinating! Now, they’d love to hear your thoughts. They’ve put together a brief three-question survey and would appreciate your feedback. ??? https://lnkd.in/eRA6Uz4Y

In this highlight taken from our Ditch the Suits Podcast, Travis and Steve delve into the current state of the financial industry, focusing on the perspectives of clients regarding financial advisors. They discuss the importance of trust and performance, the significance of terminology, and the need for financial advisors to provide a comprehensive view of clients' financial situations. The conversation highlights key survey findings about what clients value in their financial advisors, emphasizing the need for education, transparency, and a holistic approach to financial planning. https://lnkd.in/ejBMEHBp

In today's Ditch the Suits Podcast episode, Travis and Steve break down the results of a recent survey that asked 1,000 investors working with financial advisors: What matters more—trust or performance? Should it be just one thing or a combination? Don’t you deserve to work with someone who you can both trust not to rip you off and expect performance from? Join us as we challenge the status quo and discuss why clients should raise their expectations. Check out Ep. 156 'Top Quality in a Financial Advisor - Trust or Performance? out now at https://lnkd.in/eZYEyUn6 We'd love to hear from you. Take our quick three question survey at https://lnkd.in/euVfxz_t ?? Be a part of our movement and join our?#patreon?page at Ditch the Suits. Free to join. Start getting more from your money and life!

Jessica Blake, Certified Trust and Fiduciary Advisor and Senior Wealth Manager at S.E.E.D. Planning Group, LLC returns for the last episode in this series to help clarify the common misconception that estate planning is only necessary for the wealthy or elderly. Travis, Steve, and Jessica engage in a lively debate, dispelling these myths and emphasizing that anyone over 18 with any form of asset should consider an estate plan. The discussion highlights the critical role of power of attorney documents and how vital they are, especially when the unthinkable happens. Jessica recounts real-life situations where families were left to navigate the murky waters of financial chaos due to lack of preparation, making it clear that estate planning is not just for the affluent but for everyone who cares about their loved ones. #estate #estateplanning ?? Listen on your favorite platform at https://lnkd.in/ey22QZTE ?? Watch on YouTube at https://lnkd.in/eP5uT7bS

Estate planning is one of those things that we often put off until it’s too late. This episode of Ditch the Suits is here to change that mindset! We’ve got Jessica Blake, Certified Trust and Fiduciary Advisor and Senior Wealth Manager at S.E.E.D. Planning Group, LLC back with us, and she’s about to drop some bombs about how to avoid those critical estate planning blunders that could haunt your family long after you’ve gone. Travis and Steve kick off with a light-hearted chat about the misconceptions surrounding estate planning—many folks think it’s just about writing a will. But Jess sets the record straight, explaining that it’s a comprehensive process that involves organizing your finances, minimizing taxes, and ensuring your wishes are properly communicated. Throughout the episode, we explore the many facets of estate planning, from appointing guardians to managing your assets for tax efficiency. Jess shares fascinating stories about clients who thought they were set with a basic will but had no idea about the complex world of trusts and beneficiary designations. It’s like thinking you can bake a cake with just flour and water—there’s a whole lot more that goes into it! We also discuss the critical role of financial planners in this process, highlighting that we’re not just here to sell you products; we’re here to guide you through a thoughtful and strategic planning process that aligns with your values and goals. As we wrap, Jess emphasizes the importance of regular reviews and updates to your estate plan. Life is constantly changing—new grandkids, changing relationships, evolving charitable intents—and your estate plan should reflect those changes. We discuss the importance of having open communication between financial planners and attorneys to ensure that your estate planning documents are both legally sound and practically effective. So, if you’ve been putting off your estate planning, this episode is a must-listen. #EstatePlanning #estate #podcast https://lnkd.in/eKeG3Hu5

In this episode, Travis and Steve dive into estate planning with Jessica Blake, a Senior Wealth Manager and Certified Trust and Fiduciary Advisor (CTFA) at S.E.E.D. Planning Group, LLC Jessica shares real-life insights from working with clients every day, shedding light on the critical mistakes people make that can jeopardize their financial legacy. We explore why estate planning is often overlooked, how proper planning can prevent financial disaster, and why working with the right advisor makes all the difference. Jessica and the team discuss how financial planning goes beyond numbers—it’s about creating a life that aligns with your goals and values. Whether you're saving for retirement, planning for your heirs, or just trying to make sense of your financial future, this episode is packed with valuable takeaways to help you avoid costly missteps. Tune in to learn how to take control of your estate plan before it’s too late! #estateplanning #financialplanning #retirement Listen on any platform at https://lnkd.in/egqvs6Vc Watch on YouTube at https://lnkd.in/eVRNG7vv

?? This episode of Ditch the Suits focuses on the critical importance of estate planning and the common mistakes people make in this area. #estateplanning #estate Travis and Steve welcome Jessica Blake, a Senior Wealth Manager and Certified Trust & Fiduciary Advisor (CTFA) from S.E.E.D. Planning Group, LLC, with extensive experience in estate planning, to share her insights. They discuss what constitutes an adequate estate plan and debunk the misconception that it's merely about having a will or life insurance. Jessica emphasizes the value of understanding the intricacies of estate planning, including tax implications and the potential for family conflict when things go awry. She also discusses the significance of the CTFA credential, the role of fiduciaries, and the transition from estate planning to comprehensive financial planning. You will appreciate Jessica's engaging anecdotes and the collaborative culture at S.E.E.D., which allows for a more holistic approach to financial and estate planning. Key Takeaways: ? Estate planning encompasses much more than just creating a will or purchasing life insurance; it's a comprehensive process. ? Having an adequate estate plan is crucial to avoid common mistakes and conflicts among heirs. ? An effective estate planner must understand various aspects, including tax implications and investment strategies. ? The CTFA designation indicates a deep understanding of trusts, fiduciary responsibilities, and estate planning complexities. ? Jessica emphasizes the importance of teamwork and mentorship in providing effective financial planning services. ? Being a fiduciary allows planners to prioritize clients' best interests without corporate constraints. ?? Listen on any podcast platform at https://lnkd.in/e3U3jwWk ??? Watch on YouTube at https://lnkd.in/ekTPAfwv

?? Understanding your personal finances means treating them like a business, and that's exactly what this episode of Ditch the Suits emphasizes. Travis and Steve dive into the importance of recognizing yourself as the boss of your financial situation, encouraging you to engage with financial advisors as if they are hiring employees. They discuss the pitfalls of over-reliance on financial professionals who may not have your best interests at heart and how to spot 'red flags' in the financial services industry. Throughout the conversation, they highlight the necessity of being proactive and informed, ensuring that you delegate effectively while maintaining oversight of your financial decisions. This episode aims to help you take control of your money business and make informed choices for your financial future. #financialplanning #money #finance #podcast ?? Listen on any podcast platform at https://lnkd.in/eJuHwMtM ?? Watch on YouTube at https://lnkd.in/eEJ8Ehsh

This highlight, taken from our award-winning Ditch the Suits Podcast, delves into the complexities of the financial services industry, emphasizing the importance of financial planning over mere asset management. Hosts Travis Maus, AIFA, and Steve Campbell discuss the pressures faced by financial advisors and the need for transparency and education in helping clients make informed decisions. Together, they reflect on their motivations for transforming the industry and the significance of overcoming financial fears to achieve personal and financial freedom. Key Takeaways: ? The term 'financial advisor' lacks a clear definition. ? Many firms prioritize asset movement over genuine planning. ? Clients often feel pressured to move assets due to planning incentives. ? It's crucial to maintain relationships without burning bridges. ? Education and transparency can empower clients in their financial decisions. ? People often underestimate their financial capabilities. ? The joy of financial planning comes from helping clients realize their options. ? Inspiration and mentorship are vital for new planners in the industry. ? External fears and pressures often influence financial decisions. ? True wealth is about overcoming challenges and making informed choices. If you like this content, head to www.ditchthesuits.com for more. https://lnkd.in/eFBvpW_F