NQR Media

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Channel • 3 Shows

Investing

Investing

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Investing

Investing

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Self-Improvement

Self-Improvement

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15 APR

Getting to Know Jeff Chase Sr VP, Financial Planning - EP. 163

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 📧 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.

15 Apr

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25 min
1 JAN

Dealing With Employee Preferences - S7 E25

Takeaways: Free riding occurs when competitors replicate successful business models without investing in innovation.Creating a unique customer experience can deter free riders.In a red ocean, free riding is inevitable due to high competition.Differentiation is key to preventing free riding in business.Understanding your market and competitors is crucial for success. 📖 Buy "Blue Ocean Strategy" by W. Chan Kim | Renee Mauborgne Suggested Content 🎤 Ditch The Suits Podcast 🖥️ Ditch The Suits Website 🎙️ One Big Thing Podcast Chapter Markers: 00:00 - Introduction to Free Riding 02:55 - Understanding Free Riding in Business 05:58 - Strategies to Overcome Free Riding

1 Jan

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10 min
11/12/2024

Why The Blue Ocean Is Not For Everyone - S7 E10

Takeaways This is our therapy session for the day.Repetition is key to internalizing leadership concepts.The Blue Ocean is scarier than the Red Ocean.Visionary leadership is crucial for innovation.Creativity can be taught through structured methods. 📖 Buy "Blue Ocean Strategy" by W. Chan Kim | Renee Mauborgne Suggested Content 🎤 Ditch The Suits Podcast 🖥️ Ditch The Suits Website 🎙️ One Big Thing Podcast Chapter Markers: 00:00 - Introduction to Unleashing Leadership 02:07 - The Dichotomy of Leadership: Individual Contributor vs. Manager 04:08 - Navigating the Blue Ocean: Leadership Characteristics 07:56 - Visionary Leadership: The Key to Success in Uncharted Waters

11/12/2024

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10 min
2 SEPT

Avoid Common Pitfalls: Tips for Effective Retirement Planning - EP. 183

In this episode of Ditch the Suits, we delve into the unique experiences and challenges that arise when people approach us with financial questions in social settings. We explore the often guarded nature of individuals when it comes to discussing their finances openly and the complexities of providing advice based on limited information. Our conversation highlights the importance of financial planning and shares real-life examples that illustrate the consequences of inadequate planning. One poignant story features a woman facing retirement challenges due to her husband's terminal illness, underscoring the critical need for detailed financial planning. We emphasize the significant value that comprehensive financial planning can bring, from saving money on taxes to ensuring financial security through proper estate management. 🅿️ 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 📧 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.

2 Sept

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30 min
14 OCT

Smart Money Moves No One Teaches You (But Everyone Should Know) - EP. 189

Introduction: In this episode, dive into the second part of our three-part mini-series on financial literacy. This episode is all about the subtle ways people shift their ethical standards around money, how small compromises can become normalized, and why we justify overspending or under-saving. We’re joined by Jamie Shelton, Senior Wealth Manager at S.E.E.D. Planning Group and board president of SEEDs of Hope, a nonprofit focused on financial literacy. Together, we unpack how financial habits drift off course and what it means to create a money culture that truly aligns with your values. Key Themes and Takeaways Ethical Drift in Financial Behavior: We explore how small, seemingly harmless decisions can snowball into bigger financial issues. It’s easy to justify a little overspending or skipping savings, but over time, these habits can derail your financial goals. Influence of Family and Mentors: Many people who get ahead financially had someone - often outside their immediate family - who taught them the ropes early on. Whether it’s a sibling, mentor, or even a commanding officer, these influences shape our approach to money and adulthood. Balancing Saving and Living: Travis emphasizes the importance of moderation. Yes, saving for retirement is crucial, but life is meant to be lived today, too. The best years are often between 20 and 60, and it’s important to find a balance between preparing for tomorrow and enjoying today. Over-preparing can lead to stress and misery, while under-preparing can leave you vulnerable later in life. Generational Shifts in Money Mindset: There’s a noticeable shift from the old mindset of saving everything to leave a large inheritance, to a more balanced approach where people spend and enjoy their money while teaching the next generation valuable lessons. Life expectancy has increased, and financial tools have evolved, so the way we think about legacy and wealth is changing. Contentment and Financial Blind Spots: We discuss the “if onlys” of life - the idea that happiness is just one purchase or pay raise away. True contentment comes from knowing what’s enough for you and resisting the urge to chase more just because others are. Social media and technology can amplify these feelings, but it’s vital to stay grounded in your own values and identity. Wealth Creation and Living Beneath Your Means: Most wealth is built quietly, through boring but effective habits like driving used cars and living below your means. The flashy stuff isn’t what creates lasting financial success; it’s the discipline and consistency that matter. Conclusion Episode 189 is a candid look at how our financial habits are shaped, the importance of finding balance, and the emotional benefits of living in alignment with your values. Whether you’re just starting out or rethinking your approach to money, the episode encourages you to reflect on your financial culture, seek out mentors, and focus on what truly matters for your happiness and financial well-being. 🅿️ 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...

14 Oct

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34 min
10 APR

Keep Your Identity by Killing Bureaucracy - S8 E36

Takeaways Bureaucracy can hinder decision-making and slow down processes.Growth should be controlled to maintain a company's distinctiveness.Empowerment must be clearly defined for effective leadership.A strong organizational culture can overcome product failures. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Big" by Bo Burlingham Suggested Content 🎤 Ditch The Suits Patreon 🖥️ Ditch The Suits Website 🎙️ One Big Thing Podcast

10 Apr

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10 min
13 MAR

The Brutal Truth of an Entrepreneur's Journey - S8 E16

Takeaways Entrepreneurship requires a willingness to sacrifice and endure hardships.The journey of small giants is filled with ups and downs.Learning from others and their mistakes can shorten your learning curve.Disruption often leads to the greatest innovations and growth.It's essential to be flexible and willing to change in business.The path of entrepreneurship is not for the faint-hearted.Personal growth is a significant part of the entrepreneurial journey.Understanding that you're not alone in your struggles is crucial.The importance of self-accountability and reflection in business.Embrace the chaos and learn from it to navigate your path. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Big" by Bo Burlingham Sponsors 🌱 S.E.E.D. Planning Group - https://www.seedpg.com/ 🎤 Ditch The Suits Patreon - https://www.patreon.com/DitchtheSuits 🖥️ Ditch The Suits Website - https://www.ditchthesuits.com/ 🎙️ One Big Thing Podcast - https://www.youtube.com/@stevecampbellpr Chapter Markers: 00:00 - Introduction to Entrepreneurship and Leadership 05:02 - The Journey of Small Giants 09:36 - Learning from Disruption and Catastrophe

13 Mar

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10 min
16 APR

Savage Mojo - S8 E40

Takeaways You must protect your business's culture and mission.Savage decisions may be necessary to maintain your mojo.Not all investors have your best interests at heart.Building a business is about more than just making money.The right people can elevate your business's purpose. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Big" by Bo Burlingham Suggested Content 🎤 Ditch The Suits Patreon 🖥️ Ditch The Suits Website 🎙️ One Big Thing Podcast

16 Apr

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10 min
6 MAR

How to Make Every Employee a Mentor - S8 EP11

Takeaways The first thing that catches your eye is important.Entrepreneurship is often portrayed as easy, but it's hard work.A strong culture means everyone owns it, not just leadership.Hiring for character is more important than expertise.A culture should be so strong that misfits feel uncomfortable.Mentorship should emerge naturally in a strong culture.Feedback and communication are key to a healthy culture.People should be willing to help each other without being assigned.Silos in a company can hinder communication and culture.Maintaining culture takes consistent effort and attention. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Big" by Bo BurlinghamSponsors 🌱 S.E.E.D. Planning Group - https://www.seedpg.com/ 🎙️ Ditch The Suits Podcast - https://www.ditchthesuits.com/ 💻 NQR Media - https://www.nqrmedia.com/ 🎙️ One Big Thing Podcast - https://www.nqrmedia.com/one-big-thing Chapter Markers: 00:00 - Introduction to Unleashing Leadership 02:46 - Cultural Mavens and Ownership of Company Culture 06:32 - Hiring for Culture: The Importance of Character 08:43 - Mentorship and Natural Guidance in Strong Cultures

6 Mar

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10 min
6 FEB

The Race to the Bottom - S7 E51

Takeaways The journey of building a business involves significant milestones.Benchmarking against competitors can lead to a race to the bottom.Consumers often overlook hidden costs in services they perceive as free.True innovation comes from within the organization, not just cost-cutting.Companies that focus solely on efficiencies may stifle creativity. 📖 Buy "Blue Ocean Strategy" by W. Chan Kim | Renee Mauborgne Suggested Content 🎤 Ditch The Suits Podcast 🖥️ Ditch The Suits Website 🎙️ One Big Thing Podcast Chapter Markers: 00:00 - Introduction to Business Growth and Challenges 02:08 - The Race to the Bottom in Business 04:57 - Innovation vs. Cost-Cutting in Competition 07:32 - Creating New Value in a Blue Ocean

6 Feb

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8 min

Not Quite Right has a clear mission: to become the ultimate platform for aspiring podcasters who possess a strong voice and are unafraid to challenge societal norms. We are actively searching for courageous individuals who are determined to uncover hidden truths and shed light on flaws within various subjects, industries, or beliefs. NQR sees itself as the dynamic link that connects these fearless individuals to a global audience, supporting their journey in podcasting, content creation, and social media. Prepare yourself to unleash your unconventional ideas and join us on an exhilarating adventure!

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