In this episode of the Ditch the Suits podcast, I’m joined once again with Hannah Burchell, Senior Wealth Manager at S.E.E.D. Planning Group as we tackle the complex realities behind financial stress, exploring how family dynamics, communication, and emotional wellbeing shape our financial decisions. This conversation will dive into how money anxiety often stems from deeper life issues, like relationships, past experiences, and the influence of others, and how open, honest conversations are essential for finding clarity and confidence. Whether you’re navigating family expectations, adapting your financial plan to changing circumstances, or simply seeking peace of mind, this episode offers actionable strategies and heartfelt wisdom to help you focus on what truly matters and build a healthier financial future.

I’m Travis Maus, CEO of S.E.E.D. Planning Group. S.E.E.D. is a fee only wealth management firm, and this podcast is all about share professional knowledge with you so that you can get more out of your money and life.

Welcome to a new episode of the Ditch the Suits podcast, today we are joined by Hannah Burchell, Senior Wealth Manager at S.E.E.D. Planning Group as we dive deep into the true meaning of financial planning. This conversation is going to take us far beyond spreadsheets and projections as we explore how money intersects with life’s most important moments. You’ll hear about, and probably relate to, the emotional side of making big financial decisions, as we share real stories, and reveal how a skilled advisor can help people find peace of mind, navigate stress, and make choices that align with their values. Whether you’re facing a major life transition or simply want to understand how financial planning can support your happiness, this conversation offers practical wisdom and heartfelt insights for anyone seeking financial freedom.

I’m Travis Maus, CEO of S.E.E.D. Planning Group. S.E.E.D. is a fee only wealth management firm, and this podcast is all about share professional knowledge with you so that you can get more out of your money and life.

Navigating health insurance and Medicare can be overwhelming, but you don’t have to do it alone. In this episode, Travis Maus (CEO of S.E.E.D. Planning Group) sits down with Cole Craven, founder and Head of Growth at Move Health, to break down how financial advisors and their clients can confidently tackle healthcare decisions.

Discover how Move Health’s team-based approach and partnership with forward-thinking advisors brings clarity, peace of mind, and real solutions to one of the most confusing parts of financial planning. Learn how advisors can move from reactive to proactive, ensuring clients get the support they need, whether planning for retirement, switching careers, or simply seeking better coverage.

Cole shares insights on Move Health’s transparent process, the value of working with a dedicated team of health plan advisors, and why objective, education-focused guidance matters. The episode also covers industry compensation, the importance of holistic planning, and practical tips for understanding your own health coverage.

If you’re ready to take healthcare off your worry list and empower yourself with practical knowledge, this conversation is for you.

Key Takeaways:

• How financial advisors can confidently guide clients through healthcare decisions
• The Move Health workflow and what clients can expect
• Why team-based advice beats going it alone
• How Move Health is compensated and why transparency matters
• Actionable tips for understanding your health insurance and Medicare options

Call to Action:

Educate yourself, read your summary of benefits, and make sure you’re working with someone you trust. If your advisor isn’t helping with healthcare planning, it’s time to ask for more, or find someone who will.

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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

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

About Your Host:

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. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.