Ditch the Suits - Your Money, Your Life Por arte de portada

Ditch the Suits - Your Money, Your Life

De: Steve Campbell & Travis Maus
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  • Resumen

  • **Named Best Podcast of the Year by Quill 2023 Podcast Awards**

    New Episodes are released weekly on Tuesdays!

    Welcome to Ditch the Suits (DTS), produced by NQR Media, where reformed planners get real about the stuff no one in the financial world wants you to know about. It's time you start getting the most from your money and life. And we can help! Listen to learn about a wide range of topics covering financial planning, planning for retirement, investing and tax planning, current economic news, and much more.

    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! Please email us at ditchthesuits@gmail.com with any thoughts, questions, or feedback.


    © 2024 Ditch the Suits - Your Money, Your Life
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Episodios
  • Supercharge your charitable donations

    Supercharge your charitable donations
    Jul 16 2024

    Want to get in touch? Send us a text!

    In this episode, Steve and Travis discuss three ideas to supercharge your charitable donations and save on taxes.

    The first idea is to use a donor-advised fund (DAF) to group your charitable donations together and take a larger deduction.

    The second idea is to donate highly appreciated stocks instead of cash, which allows you to avoid capital gains taxes.

    The third idea is to make qualified charitable distributions (QCDs) from your IRA, which can offset your required minimum distributions (RMDs) and reduce your taxable income.

    These strategies can help you maximize your charitable deductions and keep more money in your pocket. #taxes #charitabledonations #taxplanning

    ________________________________________________________________

    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
    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

    ______________________________________________________________

    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.

    Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
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    32 m
  • How to Make Money by Leveraging Debt

    How to Make Money by Leveraging Debt
    Jul 9 2024

    Want to get in touch? Send us a text!

    In this episode, we discuss how to make money by leveraging debt. We explain the concept of spreads, which is the difference between the interest rate you borrow money at and the rate of return you can make by investing that money.

    We emphasize the importance of understanding income taxes and how they impact spreads. They also discuss the mindset shift from viewing cash as savings to viewing it as capital that can be invested or used to pay liabilities.

    The key takeaway is that leveraging good debt and managing spreads and income taxes can help build a bigger future balance sheet and cash flow.

    ________________________________________________________________

    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
    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

    ______________________________________________________________

    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.

    Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
    Más Menos
    23 m
  • A Way To Make Better Financial Decisions

    A Way To Make Better Financial Decisions
    Jul 2 2024

    Want to get in touch? Send us a text!

    In this episode, we discuss the concept of running your personal finances like a business. We emphasize the importance of understanding your cash flow, liabilities, and assets, and using debt strategically to improve your balance sheet. We also highlight the need to focus on both current and future cash flow and to consider the long-term impact of financial decisions.

    The key takeaway is to not be afraid of using debt to improve your financial situation and to prioritize your financial goals.

    ________________________________________________________________

    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
    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

    ______________________________________________________________

    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.

    Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
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    28 m
Economía Finanzas Personales Éxito Personal
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I highly recommend joining Steve and Travis on a regular basis if you’re looking for information about the financial and non financial aspects of saving, investing and financial planning. Their skilled delivery and conversation bring deeper meaning to the term Financial Independence. Tune in for wise and practical advice, without the gimmicks you’ll find elsewhere.

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