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Skills That Are Always In Demand [Video]

How often do you daydream in your head a job that you think would be really cool? Or maybe you dreamed about being a professional athlete? And maybe some of you had the skills that you could have done that. But you just missed an opportunity, or didn’t quite make the cut. There are things…

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The Peter Principle Explains Our Incompetence [Video]  

Do you ever look back and think about the things that helped you get to where you are today? As you move up the ladder within your corporation, or you move from one opportunity to another –even between businesses. How does the Peter Principle teach you to never stop learning — regardless of how high a…

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Financial Design Studio IMplementing the seinfield strategy

[Video] Implementing A [Jerry] Seinfeld Strategy

STEPHEN SMALENBERGER, EA ® Jerry Seinfeld– he’s one of the most successful comedians of all time. Whether you judge him based on his popularity, his critical acclaim, his longstanding sitcom, or just his funny jokes –he always produced. And he produced consistently. It’s documented that a young comedian met him backstage, and simply asked a…

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[Video] How Do You Communicate?

MICHELLE SMALENBERGER, CFP ® How do you communicate with other people? And better yet, how do you communicate with your financial adviser? Are you in a meeting and you ask a question and then they answer back. This might seem simple, but this process of information going back and forth is communication. Do you share…

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[Video] Career Fairs Can Help Your Wallet, Too

MICHELLE SMALENBERGER, CFP ® Could a career fair for your child, actually help your finances? Recently, we were invited to be a part of a career fair and offer some advice to students where they could ask questions of Steve and myself. Being at the event, I remember the feeling of being back in high…

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financial design studio new 2019 contribution limits

[Video] New 2019 Contribution Limits

STEPHEN SMALENBERGER, EA ® As we step into a new tax year, we’re probably thinking, “How much can I put into certain accounts? I remember what I did in 2018, but has anything changed for 2019?” Let’s talk about that so you can make the most of your tax exceptions towards retirement. 401K/403B For 2019,…

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