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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.
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Recent Episodes
S1E74 Is Your Marriage Ready for Retirement?
Retirement is not just a financial transition, it’s also relational. In this episode, Michelle interviews Dave and Diane about how they are preparing their marriage for retirement. They share the…
S1E73 Raising Kids Who Understand Money: Teens + College Students
As your teen or college student begins to make their own money, you want to continue to teach them wisdom with their money. In this episode, we cover finding a job and eventually a career, banking…
S1E72 Raising Kids Who Understand Money: Ages 0-12
Long before kids earn their first dollar, they’re forming beliefs about money. In this episode, we explore how children ages 0–12 begin forming their understanding of money, and how you can instill…
S1E71 What Pancreatitis Taught Us About Caring in Crisis
How do you care for someone well in the middle of a crisis? In this episode, Michelle interviews Anna Lewis, about what she’s learned after her mom spent a month in the ICU with severe pancreatitis.…
S1E70 What You Should Expect If You Are Named as Trustee
As trustee, your role is to distribute someone else's money. But the emotions, expectations, and estate rules can make this role more complex than you expected. In this episode we explain how the…
S1E69 What You Forget to Plan, Until After Your Spouse Passes
If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture,…
S1E68 What to Learn from Retirees Who Donated All Their Money
In this episode, we walk through all the years of planning we've done for two fictional clients near the end of their retirement. Adam & Alice have saved super well but don't have any family to…
S1E67 Case Study 3: Repairing DIY Retirement Mistakes
In this fictional case study, we repair an outdated, one time, DIY retirement plan for recently retired professionals. With us on their side, its easy to repair common mistakes, start implementing…
S1E66 Case Study 2: Relocating to Care for Aging Parents
In this fictional case study, we help a couple nearing retirement decide how to fund the purchase of a new home, as they adjust to relocating to care for aging parents, without taking on debt and…
S1E65 Case Study 1: Retiring Early to Travel
In this fictional case study, we walk you through a financial plan for two executives retiring in five years. They wonder how they will retire early without dealing with large withdrawal penalties or…
S1E64 2024 Tax Season Recap and 2025 Tax Planning
You might think about taxes once a year, but as financial advisors, we think about it all year round! In this episode, we share what we noticed while filing 2024 tax returns and how, in light of…
S1E63 Hack Your Travels with Credit Card Points with Ism Shovan
Luxurious, regular travels might be more possible than you realize. Ism Shovan is a digital nomad that slow travels the world with his family using credit card points. In this episode, he talks about…
S1E62 How to Plan for RMD Taxes
If you have a retirement account, one day you will face Required Minimum Distributions. And the sooner you plan for these the better it will be for your taxes! In this episode, we walk you through…
S1E61 A Crash Course on Equity Compensation
How can executives make the best use of their company stock? In this episode, we break down a few common forms of granting stock, and strategies for how to exercise them in a tax efficient way. But…
S1E60 The True Cost of Healthy Living with Rachel Staycheff-Hamm
The cost of healthy living be an expensive commitment. But you might find its worth it for your retired self. In this episode, our guest, Rachel Staycheff-Hamm shares how a diagnosis changed how she…
S1E59 The Anti-Consumerist Manifesto
More isn't always better. Maybe living more really means living with less. In this episode, Anna breaks down the history of consumerism and where the dangers lie, as well as ways that you can chose…
S1E58 How to Get Involved and Make a Difference
Living a full life isn't about what you keep, it's about what you give. In this episode, we interview Marsha McClary who knows how to get involved, from her local town politics to international…
S1E57 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,…
S1E56 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…
S1E55 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…
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Behind The Designs has published 74 episodes since October 2022, covering topics in Business, Investing.
Behind The Designs is currently active with new episodes every 2 weeks. Average episode length is 49m.
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