Episode 82

Retirement Reality: Setting Expectations & Finding the Right Planner

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Imagine waking up one day, retired and excited to try everything, but only to end up overwhelmed and underwhelmed at the same time. Sounds familiar? Well, this story is about trying to cram all the activities in a single day at a state fair, but it's also a metaphor for retirement - you can't do it all, and golf isn't the only thing you can do! We're going to unpack this and more, not just about managing expectations but also about the role of a real financial planner who gets your retirement goals.

Beyond just the numbers, retirement is about understanding yourself, your motivations, and your desires. And having a real financial planner on your side who appreciates this is essential. But finding this planner can be a challenge. We're here to share our insights on how you can protect yourself from "so-called" advisors more concerned about their own incentives than securing your financial future.

Additionally, we introduce a new framework for financial advice that's grounded in knowing who you are, what you want, and how best to deploy your resources such as Social Security, pensions, and retirement accounts. So buckle up for a journey into your own retirement reality, exploring unspoken industry insights and building a retirement plan that truly reflects you.

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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

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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

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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.