ABOUT THIS PODCAST 🔗
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.
Update frequency:
every 35 days
Average audio length:
50 minutes
Guest interviews
English
United States
78 episodes
since Oct. 31, 2022
episodic
LATEST EPISODE 🔗
At some point, your aging parents won't be able to be on their own anymore. So, in this episode, Jenny shares how she stepped into the role as caregiver for her mother in law, and the steps she takes to protect her health and their relationship.
💥 DOWNLOAD our free retirement planning guide:…
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PREVIOUS EPISODES 🔗
Estate planning isn't just about you; it's about your beneficiaries. In this episode, Michelle and Trevore talk about the mindset shift of estate planning. When you think of your estate as an act of giving is will better influence who you name, what they receive, and when.
💥 DOWNLOAD our …
A strong estate isn't just about your wishes... It's also about making your affairs easily handled after you are gone. In this episode, Michelle and Trevore discuss the mistakes we've seen in how assets are passed down and the ways paperwork becomes your beneficiaries nightmare.
💥 DO…
Whether you are considering a retirement community for yourself or your parents, it can be a hard conversation to start. In this episode, Michelle interviews Royce the process of retiring and having to downsize, how she picked the community, and what the experience has been like for her and her fam…
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 financial milestones they've struggled through, and the ways they are building towards the future,…
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 and credit cards, and how plan for big savings goals.
💥 DOWNLOAD our free retirement planning guide: …
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 good habits for giving, saving, spending.
💥 DOWNLOAD our free retirement planning guide: https://fin…
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. We explore the ways both community and finances shaped the way her family was supported.
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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 legal process of inheritances work, how to manage beneficiary relationships, and how to accomplish…
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, work through the inheritance process, and adjust her taxes for the individual tax bracket.
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Disclaimer: The podcast and artwork embedded on this page are from Financial Design Studio, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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