Financial Design Studio
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...
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Financial Design Studio
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Último episódio
5 de out de 2026
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Episódios
Designed for Life: Our Story 31.10.2022 36:58
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-...
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...
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