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Managing your money like a business (00:45) 

• Good businesses establish defined goals and incremental finish lines (2:35) 
• You cannot hold someone else accountable for a goal you have not defined yourself (12:10) 
• Becoming successful financially and dealing with potential setbacks (18:45) 

Establishing definable goals and gaining momentum in your personal finances (21:35) 

• Identifying the finish line, understanding what it takes for you to win financially, and examples of clearly defined goals (22:15) 
• Understanding your roadmap to financial success, recognizing what success looks like, and putting the pieces in place (28:10) 
• Breaking down the wealth gap in your life – where you are vs. where you want to be (33:45) 
• Overcoming the fear of making a financial mistake (38:35) 

Leading and lagging indicators of success (47:00) 

• We need to stop measuring things we cannot change (47:50) 
• Questions to answer in order to establish your financial goals (49:20) 
• Your financial plan should address these key areas (53:00) 

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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.