Behind The Designs

Estate planning is so much more than documents, it's about relationships. Which also makes this such a tricky topic. This episode, estate planning attorney Heather Walser joins us from Lavelle Law to share her perspective on the legal and relational side to estate planning. See the show notes to register for the estate planning webinar!  💥 DOWNLOAD our free retirement planning guide: https:/...

Finances and family can be complicated. What happens when you need to step in to manage your parents finances on top of yours? In this episode, we discuss how we help clients work through the emotions, paperwork, and estate planning.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://fina...

The headlines say it's ending, but what do financial advisors think? In this episode, Rob walks you through the history of Social Security, what the trustees report says, and how this influences retirement planning process.   💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financia...

The answer depends...so here's what you need to consider! In this episode, we walk you through how we as advisors and as parents consider funding college. We also breakdown the different tools you might consider using to accomplish this.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: htt...

With all the changes happening in the world, interest rates to inflation, many people can feel trapped by their plan. But in this episode, we explore how your plan, from your mortgage to your retirement, should be resilient enough to withstand any change.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK...

How do the financial experts vacation? In this episode, get to know some of the FDS team as we share our experiences as well as tips and tricks we have learned the hard way.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOUT US: We are a tea...

High interest rates might discourage you from borrowing to working on that project in your home. But, that doesn't need to be true. In this episode, we break down different ways to finance your summer projects from HELOCs to refinancing your mortgage.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WOR...

What if you never had to pay taxes again? With the Roth conversion, this is actually possible! In this episode, we cover everything from taxable accounts to the mega backdoor Roth conversion.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...

What happens if the worst case scenario comes true? Insurance helps you avoid that risk, but it can be its own nightmare to deal with. In this episode, we explore what each type of insurance coves and common mistakes to watch out for.   💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://fi...

What is tax season like for financial professionals? In this episode, Steve, our tax specialist, shares his experience, trends we have noticed over the years, upcoming changes to tax legislation, and how tax planning makes a real impact in real life. Take a listen to hear how you should prepare for next year.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-qu...

When you are too busy or overwhelmed, that's when you should bring in a professional. But, who should you turn to for financial help? This episode breaks down the cost of staying the same as well as what key financial designation actually mean.   💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH...

The traditional idea of working to retirement is outdated. But to wrap your head around retirement for this age, you need to dream bigger. Our goal as advisors is to take you to retirement, and  then beyond. This episode will help you reevaluate when and how you want to stop working, and how you really want to spend your time. 💥 DOWNLOAD our free retirement planning guide: https://financialdesign...

With all the banking news, there are a lot of questions going around. This episode is a clip of the video we sent to all of our clients. We wanted to take the time to share the specific things our team has done to protect FDS client finances. We also breakdown how this bank failure happened and address what this impacts. As always, please reach out with any question you have! 💥 DOWNLOAD our free...

This episode will breakdown the threats you need to watch out for. If your financial plan isn't protected from these dangers, you are vulnerable. But when you understand what the risks are, as well as opportunities, you can make the most of your finances. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀...

 Where do you want to be with your finances? Do you have what it takes to get there? In this episode, Jake and Michelle take a high level view of how goals work, how to reach them, and how this applies to your personal finances.    💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financi...

Right now, where is the best place to put your money? It's important to make you are maximizing your money . . . and there are more opportunities than you might realize. Michelle and Trevore will break down the different options and how they can serve your financial plan.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-befor...

Do taxes scare you? We want to take the fear out of taxes for you. Take a listen to this episode featuring Steve, our Tax Specialist! We will be discussing why he loves taxes, what he actually does, and how you can be ready for the April deadline. As you think about taxes, check out our Tax Savings Strategies Downloadable! Find it in our shownotes on our website.  💥 DOWNLOAD our free retirement p...

What does it even mean to be a CFP? A lot more than you might think! Jake will share his story and how he switched to this path. From life insurance policies and uncertified advisors to study plans and FDS, you'll get an inside perspective about becoming a Financial Planner. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-bef...

As the year wraps up, it's important to reflect. Time and money are too valuable resources to waste. Listen in to hear us reflect on how we have given back, and get some ideas for how you can serve your community in the new year. Check out our shownotes for links to everything mentioned here. Happy holidays from the team at FDS!   💥 DOWNLOAD our free retirement planning guide: https://financ...

How do you build wealth? It turns out, a large paycheck is not the silver bullet. You need to have a plan, and that's what we are discussing! Hear how we as advisors think about having high income and what you should be doing with it.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https:...

Everyone has heard about crypto. It's all over the news, but is it the future? Hear from Rob, our Chief Investment Officer, on what he thinks about the FTX collapse and the risks associated with investing in cryptocurrency.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financial...

At the holidays, what do you do if a family member brings up money? Finances are definitely an important yet touchy subject. Learn how we, as advisors, deal with everything from awkward questions to creating family estate plans!  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financial...

In our very first episode, learn more about who we are! From what we love about our jobs, to how we started Financial Design Studio, you will get a glimpse into our story. Our years of experiences are what shape our financial advise and this is your chance to learn how.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-...

Have you noticed the changes in the economy? So have we. Listen in to hear what Rob, our Chief Investment Officer, thinks about how we should respond to inflation, high interest rates, and even rising gas prices. Listen to Part 2 about what this means for investment management!  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-befo...

Will riding out the market highs and lows create give you the investment return you need? Continuing the conversation in the last episode, we are discussing the changes happening in the economy. And more importantly, how this affects how you manage your investments.  💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-reti...