Behind The Designs

Financial Design Studio
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  • 两周一更
Behind The Designs

Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna Lewis. DISCLAIMER : All content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

  1. 3天前

    The Secret to Holiday Hosting with Chris and Kathy

    Memorable gatherings leave you with stories for years. And this is what Chris and Kathy work to accomplish through their legendary parties, and their decor, themes, and guest lists. In this episode, these seasoned hosts share how they do holiday hosting, as well as a few stories and lessons learned from across the years.We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so...

    1 小时 17 分钟

  2. 11月26日

    Start with Why: Steve's Story

    In this episode, we interview Steve Smalenberger, the CFO and tax specialist at FDS. Get to know the man behind the scenes as he talks about his expereinces caddying, starting his own company, and training new accountants. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices! Learn more about us at our website https://financia...

    56 分钟

  3. 11月11日

    What the Election Results Mean for Your Money

    The 2024 presidential election results are in. Whichever candidate you voted for, we want to look at the next four years from a purely financial standpoint. In this episode, we talk though the market's historical trends, how potential initiatives will impact the economy, and what changes we might see to financial policies. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you a...

    1 小时 13 分钟

  4. 10月28日

    So, You Want to Start a Business

    What do you need to know before taking a hobby full time or launching a start up? In this episode, we break down the financial side of how to start a business. From finding funding, to deductions and distributions, and tax implications, we share our expertise as planners and experience as business owners. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can m...

    1 小时 19 分钟

  5. 10月14日

    Healthcare for Aging Parents with Leah McNamara

    Providing healthcare for aging parents (or yourself!) can be the most expensive part of your financial plan. In this episode, Leah McNamara, an ICU nurse, shares her story and the options you have for finding the right care for both your family and your budget. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices! Learn more a...

    1 小时 9 分钟

  6. 9月30日

    How to Lower Your High Insurance Costs, with Ryan Delp

    Expensive insurance seems to be the new normal. In this episode, Ryan Delp, an insurance agent, talks with us about why that is the case, ways you can look to lower your own high insurance costs, and what we might see going forward. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices! Learn more about us at our website https:...

    56 分钟

  7. 9月16日

    What Can I Do With My Mortgage with Tom Cramer

    I have a mortgage but . . . whether you want to refinance, purchase a second home, or are getting divorced, you have a lot of options. In this episode, Tom Cramer, a mortgage officer at Wintrust, explains what is currently effecting the lending industry and what you can do with the mortgage you have. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can ...

    48 分钟

  8. 9月6日

    Changes to Estate Tax Exemptions with Heather Walser

    Estate planning can be as much about taxes as it is about beneficiaries. With the Tax Cuts and Jobs Act of 2017 sunsetting in 2025, there are going to be significant changes to the Estate Tax Exemptions. In this episode, our guest Heather Walser, an estate planning attorney, shares the changes we expect as well as how people are structuring their estate plan to prepare. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach fina...

    49 分钟
查看全部 57 集

5
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关于

Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna Lewis. DISCLAIMER : All content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

信息

  • 创作者
    Financial Design Studio
  • 活跃年份
    2022年 - 2024年
  • 单集
    57
  • 分级
    儿童适宜
  • 版权
    © 2024 Behind The Designs
  • 节目网站
    Behind The Designs

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