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Money, the role that it plays, and what the financial industry is getting wrong (00:48)

• This is what the financial industry cannot get right (7:00)
• What a good financial planner should be doing for you (10:25)
• Wealth is more than your balance sheet or how much money you have (16:00)

What is influencing your views about money (20:50)

• Problems don’t go away just because you have more money (26:40)
• Creating a life and financial plan where you know what your money has the ability to do (31:00)

Taking charge of your life and reimagining money’s role (33:50)

• The financial industry wants to get at the money you have (42:05)
• Understanding you are the CEO of your money…act like it! (44:45)

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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.