In this episode, Travis Maus and Jess Blake get into a topic that’s way too common — financial vultures. You know, the ones who circle around when you’re unsure, overwhelmed, or just trying to do the right thing with your money.
They break down how these predators operate, why so many people fall for slick sales pitches, and what you can do to protect yourself. From illiquid investments and annuities to the emotional traps we don’t even realize we’re stepping into — it’s all on the table.
They also talk about why understanding your own financial picture matters way more than chasing the next “hot” product, and how building a team you actually trust can make all the difference.
Bottom line? If you’ve ever felt unsure about who’s really looking out for you — this one’s for 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
📧 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.
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