Ditch the Suits - Your Money, Your Life

159 Episodes

1. Finding a Good Estate Attorney - EP. 158

   Published: 3/11/2025
2. $17.5 Million for Potentially Misleading Statements about ESG Investing - EP. 157

   Published: 3/4/2025
3. Top Quality in a Financial Advisor – Trust or Performance? - EP. 156

   Published: 2/25/2025
4. What Are Your Estate Planning Options - EP. 155

   Published: 2/18/2025
5. Estate Planning: Legal Disasters vs Practical Advice - EP. 154

   Published: 2/11/2025
6. Unleashing Clients - EP. 153

   Published: 2/4/2025
7. The Unleashed Fiduciary - EP. 152

   Published: 1/28/2025
8. Financial Advice, Rip Off Alert - EP. 151

   Published: 1/21/2025
9. Real People, Real Financial Advice - EP. 150

   Published: 1/14/2025
10. Should You Do Business with a Financial Advisor

    Published: 1/7/2025
11. Holiday Message from Travis and Steve

    Published: 12/31/2024
12. Ditch the Suits Podcast - A Year In Review

    Published: 12/24/2024
13. You Are Worth It. Don’t Disinherit Yourself When You Lose Your Significant Other.

    Published: 12/17/2024
14. Rebuilding Life After Death

    Published: 12/10/2024
15. Tax Deductions – How to Get More!

    Published: 12/3/2024
16. ROTH Conversions, 401k Strategies, and Income Tax Planning

    Published: 11/26/2024
17. Effective Budgets and Income Sourcing Plans

    Published: 11/19/2024
18. Hidden Costs of a High Salary

    Published: 11/12/2024
19. Major Mistake When Selling a House or Business

    Published: 11/5/2024
20. 2024 Proposed Tax Policy Grab Bag (Part 2)

    Published: 10/29/2024