Navigating the world of financial advising can feel like wandering through a maze blindfolded. Not every financial advisor is created equal—some have the credentials and expertise, while others just have the title. So, how can you tell the difference?

In this brand-new four-part series, we’re joined by Jeff Chase, Senior Vice President of Financial Planning at S.E.E.D. Planning Group. Together, we're pulling back the curtain on the financial advising industry and trying to help you better identify and spot the real deal when it comes to working with a financial professional.

Together, we break down the various titles floating around and uncover what truly separates a knowledgeable, trustworthy advisor from those just playing the part.

Tune in as we demystify the world of financial planning and help you make more informed decisions about your financial future!

Takeaways:

• Understanding the difference between a so-called financial advisor and a truly qualified one is crucial for your financial future.
• The financial planning industry is filled with a plethora of misleading titles that often confuse clients about whom they can trust.
• Building a career in financial planning requires passion and dedication beyond just chasing the paycheck, which many professionals often overlook.
• Networking and learning from experienced colleagues can significantly accelerate your growth and understanding in the financial planning world.

About Jeff

Jeff is the Senior Vice President of Financial Planning at S.E.E.D. Planning Group, a fee-only financial firm committed to acting in its clients' best interests as a fiduciary.

He joined S.E.E.D. in 2020 and is a key member of the firm's leadership team. He currently oversees and leads the financial planning team which consists of nine financial planners and wealth managers.

🅿️ 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

You can get Ditch the Suits highlights, and other great content produced by NQR Media 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. 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.

Steve Campbell has over a decade of industry experience and is a Senior Marketing Director 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.

Have you ever felt like the stock market is rigged against you? Well, you’re not alone in that sentiment, but we’re here to pull back the curtain and show you that it’s all about understanding the rules of the game.

Throughout the episode, we argue that many investors are distracted by the flashy allure of 'instant wealth' while ignoring the real strategies that could lead to sustainable success. We illustrate how knowledge and strategy can turn the tables.

The conversation weaves through the emotional rollercoaster of investing, debunking the idea that markets are inherently unfair. Instead, they emphasize the importance of discipline and a solid investment thesis. By the end of this episode, you’ll be equipped with insights that make you question every investment decision you’ve ever made, and maybe even inspire you to approach your portfolio like a chess game—strategically and with purpose!

Takeaways:

• In this episode, we dive into the misconception that diversification always leads to better investment outcomes, highlighting that understanding the rules of investing is key.
• We explore how many people perceive the stock market as rigged, and how this perception often stems from a lack of knowledge about investment strategies and market dynamics.
• Understanding the importance of having an investment thesis can dramatically improve your investment outcomes, as it helps guide your decisions in a strategic manner.
• The discussion emphasizes the necessity of being disciplined and structured in investing, reinforcing that successful investors are those who play to win rather than play not to lose.

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🅿️ For more DTS content check out our Patreon

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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. 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.

Steve Campbell has over a decade of industry experience and is a Senior Marketing Director 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.

Ever feel like the investment world is just one big emotional rollercoaster? Well, you’re not alone! We’re diving into the nitty-gritty of why the average investor is at a serious disadvantage and how to flip the script.

We kick things off by addressing the emotional rollercoaster that is the stock market, likening it to an emotional teenager throwing tantrums over price fluctuations. It’s all about understanding that while the market might be throwing a fit, we don’t have to join the chaos. We dive deep into the common pitfalls that trap everyday investors, highlighting the lack of knowledge about their own investments and the emotional decision-making that often leads to financial disaster.

Our conversation shifts to the practical side of investing, where we share Travis' top-ten actionable tips that folks can implement right away to regain control over their investment strategies. We’re talking about understanding what you own, looking past the price tag, and recognizing the real value of your investments

Takeaways:

• Investing is more than just buying stocks; it's about owning a piece of a company that should generate future profits, and knowing how to evaluate that is key.
• Understanding your investment statements is crucial; they should tell you not just the price, but the value of what you own and the story behind it.
• Don't let price fluctuations dictate your investment decisions; focus on the underlying value and long-term potential of the companies you invest in.
• If you're not confident in a company's future, or the leadership behind it, it might be time to reconsider your investment strategy altogether.

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🅿️ 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

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. 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.

Steve Campbell has over a decade of industry experience and is a Senior Marketing Director 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.