Description

In this episode, we dive into estate planning with Jessica Blake, a Senior Wealth Manager and Certified Trust and Fiduciary Advisor (CTFA) at S.E.E.D. Planning Group. Jessica shares real-life insights from working with clients every day, shedding light on the critical mistakes people make that can jeopardize their financial legacy.

We explore why estate planning is often overlooked, how proper planning can prevent financial disaster, and why working with the right advisor makes all the difference. Jessica and the team discuss how financial planning goes beyond numbers—it’s about creating a life that aligns with your goals and values. Whether you're saving for retirement, planning for your heirs, or just trying to make sense of your financial future, this episode is packed with valuable takeaways to help you avoid costly missteps.

Tune in to learn how to take control of your estate plan before it’s too late!

Takeaways:

• Estate planning mistakes can totally wreck the legacy you worked hard to build, so don’t wing it!
• Understanding the importance of tax planning is crucial; it's more than just numbers, folks!
• Your financial planner should be a matchmaker, pairing you with the right expertise and personality; it’s a vibe!
• Financial freedom is about knowing how to use your savings—don't just hoard them, spend thoughtfully!
• Engaging in ongoing financial planning means adapting to life changes, not just checking off a transactional box.
• Creative solutions in financial planning can unlock opportunities you never knew existed—think outside the box!

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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.