Episode 13

Multi-Generational Financial Planning (Part 1)

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Show Intro (00:27)

Considerations and Factors (1:46)

  • When to start gifting, starting the conversation with your kids, and getting them involved in the process
  • Wanting to do the right thing, setting your heirs up for success

Taxes (5:55)

  • Understanding your tax situation, factoring in income taxes, and taking your children’s tax situation into account 

Usage Benefit (12:03

  • Empowering your children, letting them plan, and recognizing how this gift would help them
  • Seeing from your child’s perspective, knowing your kids, and acknowledging how they would handle money 

Gifting now (17:59)

  • Asking how you could help, creating unique moments and experiences with your children, seeing them enjoy your gift 

Accounts and Assets (22:04)

  • Understanding the pieces you have, transferring assets, creating learning opportunities  

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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.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.


About the Podcast

Show artwork for Ditch the Suits - Your Money, Your Life
Ditch the Suits - Your Money, Your Life

About your hosts

Profile picture for Travis Maus

Travis Maus

As CEO, senior Wealth Manager, co-host of "Ditch the Suits," and host of the "Unleashing Leadership" podcast, Travis is committed to empowering all S.E.E.D.'s clients and employees to be their best and receive the highest care and support.
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Steve Campbell

Steve co-hosts Ditch the Suits, hosts the One Big Thing Podcast, and serves as the Chief Brand Officer at S.E.E.D. Planning Group.