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Join Travis Maus, Chief Executive Officer and Senior Wealth Manager, on this award-winning podcast as he shares his professional knowledge and experience gained from building S.E.E.D. Planning Group LLC, a fee-only Wealth Management firm. Learn from people who make being a fiduciary their business, to get more from your money and life.
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Join Travis Maus, seasoned entrepreneur and business leader, on a transformative journey of leadership exploration. In this thought-provoking podcast, Travis shares his invaluable insights and experiences gained from two decades of managing diverse businesses, including small family enterprises, Fortune 500 companies, and his own successful startups. Drawing inspiration from the wisdom of renowned leadership expert John Maxwell, Travis emphasizes the pivotal role of personal growth and embra ...
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Tariffs, Egg Prices, and Your Financial Future - EP. 169
50:33
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In this episode, Travis and Steve delve into the complexities of tariffs, egg prices, and the broader implications for financial futures. They challenge common narratives surrounding these topics, emphasizing the importance of understanding the underlying factors affecting prices and regulations. The conversation highlights the role of supply issue…
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In this episode, Travis and Steve discuss how to navigate market volatility, emphasizing the importance of understanding market corrections and crashes. They explore strategies for profiting during downturns, including Roth conversions and identifying investment opportunities. The conversation highlights the wisdom of Warren Buffett, encouraging li…
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The Benefits of Crisis in Your Business - S8 E60
10:06
10:06
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Takeaways You can't put yourself or your business in a box. Listen, read, and experience to learn. Failure is a necessary part of growth. Surviving crises shapes future leaders. You need practice before facing major challenges. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Big" by Bo Burlingham Suggested Content 🎤 Ditch The Suit…
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The Artistic Perspective to Business - S8 E59
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Takeaways Most people agree on social responsibility issues. Create a positive cause without dwelling on broad issues. Small Giants focus on the pursuit of the impossible. Simple changes can lead to significant business improvements. Customer service training can differentiate a business. 📖 Buy "Small Giants: Companies That Choose to Be Great Inste…
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4 Common Tax Reduction Mistakes - EP. 167
37:04
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In this episode, Travis and Steve delve into the complexities of taxation, focusing on common mistakes individuals make regarding tax reduction strategies. They discuss the difference between tax loopholes and traps, the concept of tax loss harvesting, and the risks associated with market timing. The conversation also covers the implications of def…
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The Importance of Owning Your Just Cause - S8 E58
10:24
10:24
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Takeaways Get in the game and take action. Social responsibility can lead to employee dissatisfaction. A unique just cause is essential for businesses. Every business should prioritize clean air and water. Defining social responsibility is complex and subjective. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Big" by Bo Burlingha…
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Takeaways Good culture creates good culture. If you have to ask, you don't have it. Mojo is about people, purpose, community, hope, camaraderie, and accomplishment. You need a just cause to have mojo. Fix your people to fix your mojo. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Big" by Bo Burlingham Suggested Content 🎤 Ditch T…
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How to Successfully Expand Geographically - S8 E56
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Takeaways Don't let great be the enemy of good. Your job is to make incremental improvement. You need to be prepared for the future. Small giants focus on the relationship with their constituents. The biggest challenge for small giants is maintaining their mojo during growth. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Big" by…
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Infrastructure and Gateways Required for Leveling Up - S8 E55
10:28
10:28
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Takeaways Celebrating milestones is crucial for team morale. Creating a structured approach helps manage chaos in business. Controlling chaos involves pacing growth and allowing breaks. Infrastructure must be consistently evaluated and improved. Growth brings new challenges that require different strategies. 📖 Buy "Small Giants: Companies That Choo…
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Takeaways You cannot script out every scenario in every situation. It's important to have broad principles that cover most issues. People will always find loopholes if you create too many rules. Successful entrepreneurs often struggle with recognizing their achievements. Building a supportive team can help alleviate individual pressures. 📖 Buy "Sma…
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An Inside Look at Financial Planning at S.E.E.D. Planning Group - EP. 166
29:31
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We're diving deep into the world of financial planning with our awesome guest, Jeff Chase! Jeff is Vice President of Financial Planning and a Senior Wealth Manager at S.E.E.D. Planning Group. This episode shines a spotlight on the critical importance of choosing not just a financial planner, but the right firm that supports them. We discuss how org…
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Takeaways Fewer rules can lead to a more adaptable workplace. Employee handbooks can create confusion and limit individuality. Unlimited PTO shifts the focus to performance rather than time off. Over-management can stifle creativity and employee engagement. Self-policing cultures should focus on meaningful standards. 📖 Buy "Small Giants: Companies …
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Takeaways Experts often lack real-world business experience. Practical experience can be more valuable than academic credentials. The definition of an expert should include hands-on experience. Many successful entrepreneurs do not follow traditional paths. Advice should be tailored to individual circumstances. 📖 Buy "Small Giants: Companies That Ch…
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Why Many Cannot Become Small Giants - S8 E51
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Takeaways The podcast focuses on real-life applications of insights from great books. Small Giants emphasizes the importance of taking chances and having a purpose. Large organizations often prioritize the interests of key stakeholders over the best interests of the business. Small Giants can adapt quickly due to their unified culture. In large com…
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One Job Per Employee (Most of The Time) - S8 E50
10:17
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Takeaways Founders often expect employees to wear multiple hats. Hiring should focus on specific roles rather than multiple responsibilities. Employees need to build skills before they become overwhelmed. Employers should proactively train employees for future workloads. Micromanagement is not effective; empowerment is key. 📖 Buy "Small Giants: Com…
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Handling an Overwhelming Amount of Work - S8 E49
10:15
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Takeaways Project management is essential for productivity in small businesses. Employees often feel overwhelmed by their workload. Effective project management requires clear milestones and deliverables. A unified language in project management is crucial for team coherence. Complex project management tools can hinder productivity rather than help…
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The Business of Financial Planning - EP. 165
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Today, we're diving deep into the nitty-gritty of what makes a financial planner the "real deal." Our special series guest, Jeff Chase, VP of Financial Planning and Senior Wealth Manager at S.E.E.D. Planning Group is back with us, and together we're about to drop some insights that’ll help you see through all the shiny sales pitches out there. We’r…
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Takeaways Business is inherently challenging and lacks a definitive handbook. Successful individuals often learn from various sources rather than following a strict blueprint. Creativity is essential in applying learned concepts to unique situations. Change within organizations should be gradual, focusing on one department at a time. Consistency in…
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Takeaways Avoid arbitrary business goals that lack real meaning. Focus on building a great business rather than just revenue. Lagging indicators should not define business success. A strong foundation is crucial for sustainable growth. Ego-driven goals can lead to poor business decisions. 📖 Buy "Small Giants: Companies That Choose to Be Great Inste…
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Stop Confusing Business and Family - S8 E46
10:48
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Takeaways The 'Tour of Duty' concept emphasizes mutual commitment. Leaders must provide opportunities for growth and development. Accountability is crucial when commitments are not met. Communication is key in difficult conversations. Setting clear boundaries helps maintain organizational integrity. 📖 Buy "Small Giants: Companies That Choose to Be …
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Takeaways Customer experience is shaped by all senses. A positive work environment influences customer perceptions. Leaders must take personal responsibility for their employees. Great leadership goes beyond just making money. Employee happiness translates to community engagement. 📖 Buy "Small Giants: Companies That Choose to Be Great Instead of Bi…
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Change is Needed in the Financial Industry - EP. 164
31:03
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Our special guest, Jeff Chase, Senior Vice President of Financial Planning at S.E.E.D. Planning Group, is back! In this episode, we're diving deep into financial planning and exposing financial advisors and professionals who might be more about sales than sound advice. We'll break down how to distinguish experienced, qualified financial planners fr…
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Creating a Unique Customer Experience - S8 E44
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Takeaways The 'grow or die' mentality is crucial for business survival. Sustainable growth is about building for the long term. Growth can be incremental and doesn't always need to be grand. Customer experience is often more important than the product itself. A great product can be overshadowed by poor customer service. 📖 Buy "Small Giants: Compani…
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Takeaways Socially responsible investing is evolving and often misunderstood. The ethos of investing should focus on long-term community well-being. Choosing not to grow in business presents its own challenges. Growth requires effort, regardless of the path chosen. Ignorance can lead to greater pain in the long run. 📖 Buy "Small Giants: Companies T…
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What Happens When Passion and Business Go Separate Ways - S8 E42
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Takeaways Intimate relationships with the community create organizational mojo. Investing in community can enhance employee loyalty and satisfaction. Long-term success requires looking beyond immediate expenses. Reputation is built through consistent community engagement. Small giants integrate community support into their daily operations. 📖 Buy "…
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