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Avoid Common Pitfalls: Tips for Effective Retirement Planning - EP. 183

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Manage episode 503897229 series 2864884
Content provided by Travis Maus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Travis Maus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Ditch the Suits, we delve into the unique experiences and challenges that arise when people approach us with financial questions in social settings. We explore the often guarded nature of individuals when it comes to discussing their finances openly and the complexities of providing advice based on limited information.

Our conversation highlights the importance of financial planning and shares real-life examples that illustrate the consequences of inadequate planning. One poignant story features a woman facing retirement challenges due to her husband's terminal illness, underscoring the critical need for detailed financial planning.

We emphasize the significant value that comprehensive financial planning can bring, from saving money on taxes to ensuring financial security through proper estate management.

🅿️ For more DTS content check out our Patreon

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

About Your Host:

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.

  continue reading

68 episodes

Artwork
iconShare
 
Manage episode 503897229 series 2864884
Content provided by Travis Maus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Travis Maus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Ditch the Suits, we delve into the unique experiences and challenges that arise when people approach us with financial questions in social settings. We explore the often guarded nature of individuals when it comes to discussing their finances openly and the complexities of providing advice based on limited information.

Our conversation highlights the importance of financial planning and shares real-life examples that illustrate the consequences of inadequate planning. One poignant story features a woman facing retirement challenges due to her husband's terminal illness, underscoring the critical need for detailed financial planning.

We emphasize the significant value that comprehensive financial planning can bring, from saving money on taxes to ensuring financial security through proper estate management.

🅿️ For more DTS content check out our Patreon

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

About Your Host:

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.

  continue reading

68 episodes

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