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Thank you for making 2023 a smashing success! As the year comes to a close, we are taking a moment to share our reflections and key takeaways from past episodes and series. 

For those of you who are new to Ditch the Suits, we want to catch you up on all you've missed this year. But don't just listen to this episode; go back and binge some of the episodes we discuss that resonate with you. 

In 2023,  we covered a range of topics, including caregiving, early retirement, exposing economists, ESG investing, artificial intelligence and the impact of financial planning, tax planning strategies, rethinking retirement, financial literacy, understanding the impact of windfalls and inheritances, the FIRE movement, retirement reality, and passive investing.

Takeaways

• Ditch the Suits aims to have conversations that others aren't having, providing unique perspectives on financial topics.
• Financial planning and investment planning should be driven by an individual's financial goals and values.
• Understanding the nuances of tax planning is crucial for making informed financial decisions.
• Retirement is more than just money; it requires purpose and meaning.
• Passive investing should be approached with caution and a thorough understanding of the industry.

Achievements

• Ditch the Suits was named 'Best Podcast of 2023' by Quill Inc
• We've added a lot of new followers and subscribers
• We've been recognized in several blog posts as a top finance podcast
• We launched NQR media in 2023
• We launched three new podcasts - Unleashing Leadership, the One Big Thing Podcast with Steve Campbell, and Cut Throat College Planning.

Thank you for making this a memorable year. The best is yet to come! Let us know what topics you would like to hear in 2024 by visiting www.ditchthesuits.com 

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Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.

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

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

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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.