Financial Design Studio

Behind The Designs

Business EN ↓ 77 episodes

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...

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Financial Design Studio

Episodes

Investing Ahead of the News (Part 1) 31.10.2022 32:51

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...

Is Buy & Hold Investing Dead? (Part 2) 31.10.2022 40:45

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...