In this series, we address some of the internet’s most popular suggestions when it comes to your money and what you should do. Before we get started, these videos are intended for educational purposes only and should not be considered investment, legal, or tax advice.
You should consult a professional before taking any action.
Myth #1 – You need $___________ in order to retire
Myth #2 – All your debt is bad!
Myth #3 – You should downsize in retirement
Myth #4 – You should file your own taxes
Myth #5 – Your 401(k) is a good investment
Myth #6 – You need six months of cash reserves
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S.E.E.D. Planning Group LLC (S.E.E.D.) is a Registered Investment Advisor (RIA) with the Securities Exchange Commission. S.E.E.D.’s team provides investment fiduciary and fee-only financial planning services to clients. Our fees are disclosed, easy to understand, and not predicated on product sales.
Travis Maus is the managing partner and a wealth manager at S.E.E.D. Planning Group, LLC. He earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIFA designation signifies the ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of Care. As a wealth manager, he is also a member of the firm’s Financial Planning team where he provides coordinated and strategic financial planning and investment services to families and small businesses.
Steve is a partner at S.E.E.D. Planning Group, LLC, and serves as the Director of Community Engagement and Head of Client Experience. He is responsible for ensuring all clients feel welcomed, heard, and appreciated. Humbled by faith, Steve is a community-minded business leader who believes that serving others through giving time, talent, and resources may change someone’s life forever and recognizes that each individual has the capacity to make a significant impact on their community