Premium Only Content

Understanding Tax Codes and Types of Investment Accounts - DTS 126
In this episode, Steve and Travis discuss the importance of understanding tax codes and the types of investment accounts.
They emphasize the need to educate oneself about the tools available and how to use them to increase net earnings. They categorize accounts into retirement tax-advantaged accounts, annuities, and regular investment accounts. They also highlight the significance of considering factors such as age, risk, and product limitations when making investment decisions.
The episode concludes with a reminder to have a comprehensive financial plan that guides investment choices.
________________________________________________________________
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
______________________________________________________________
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.
-
2:50:50
TimcastIRL
3 hours agoTrump Deploys National Guard To DC, Federalizes Police, Liberals Protests Take Over| Timcast IRL
162K54 -
2:27:36
Barry Cunningham
6 hours agoBREAKING NEWS: PRESIDENT TRUMP ABSOLUTELY NUKED WASHINGTON D.C. AND THE MEDIA!
55.8K34 -
LIVE
Drew Hernandez
8 hours agoTRUMP'S DC TAKEOVER & ISRAEL KILLS AL JAZEERA TEAM AHEAD OF GAZA INVASION
759 watching -
1:19:05
Glenn Greenwald
4 hours agoTrump's DC Takeover: Is it Legal? Israel Kills More Journalists, Including Anas al-Sharif; Glenn Reacts to Pete Buttigieg and JD Vance on Israel | SYSTEM UPDATE #501
101K94 -
44:40
Katie Miller Pod
4 hours ago $2.98 earnedEpisode 1 - Vice President JD Vance | The Katie Miller Podcast
29.6K11 -
13:09:34
LFA TV
1 day agoLFA TV ALL DAY STREAM - MONDAY 8/11/25
190K20 -
1:44:36
RiftTV
6 hours agoBREAKING: Trump FEDERALIZES D.C. To RESTORE Law & Order | The Rift | Ryan Matta, Olivia Krolczyk + Braeden Sorbo
36.6K14 -
megimu32
4 hours agoOTS: Breakfast Nostalgia + Blind Chocolate Cereal Showdown… LIVE! 🍫🥣
41K2 -
LIVE WITH CHRIS'WORLD
11 hours agoLIVE WITH CHRIS’WORLD - It’s Called LAW & ORDER
25.4K4 -
11:07
AlaskanBallistics
1 day ago $0.06 earnedBreek-Lok Quick Detach Hub Mount and Flash Hider System Review
21.5K5