Posts by Financial Design Studio, Inc.
Episode 47: Start with Why: Rob’s Story
In this episode, we interview the CIO of FDS! We share key moments from Rob’s story that helped shape who he is and how he views the world.
Read MoreHere’s What to Do When You Inherit Money [Video]
In this video we break down who you should talk to, what really matters, and then the factors to look at about your inherited money.
Read MoreEpisode 46: How to Steward Your Inheritance Well
In this episode, discuss how steward your inheritance well, how to do process the emotions, and decide how to use that money.
Read MoreInheritance Taxes for Beneficiaries
In this video, we walk explain inheritances taxes for beneficiaries, like inheriting an IRA and how to think about trust taxes.
Read MoreEpisode 45: Understanding the Inheritance Process
In this episode, we discuss the roles involved in each stage of the inheritance process, and how to use them to build relationships.
Read MoreShould You Buy or Rent a Home? [Video]
In this video we breakdown the advantages and hidden when you buy or rent a home, and even if you should consider building instead!
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