Posts by Financial Design Studio, Inc.
Podcast Episode 33: 2023 Investment Review and 2024 Outlook
In this episode, Rob Stoll, our Chief Investment Officer, shares his 2023 investment review and thoughts for what 2024 might bring.
Read MorePreparing to Transition to Retirement [Video]
In this video, Stephanie Geisler, LPC, discusses how to work through emotions of financial choices of making the transition to retirement.
Read MoreThe Quarterly Advisor: Fourth Quarter 2023
The Quarterly Advisor: Fourth Quarter 2023 | Does Investment Diversification Matter Anymore? | About Recent Podcast Episodes
Read MorePodcast Episode 32: Transitions with Emotional and Financial Contexts with Stephanie Geisler
In this episode, Stephanie Geisler, LPC, talks with us about how different life events and transitions will shape our emotions and finances.
Read MorePodcast Episode 31: From Passion to Action: Becoming a Not-For-Profit with Shelley Nizynski Reese
In this episode Shelley Nizynski Reese, founder of A Better Life for Kids, shares her story of becoming a not-for-profit
Read MorePodcast Episode 30: Smart Holiday Shopping
In this episode, we discuss holiday shopping for for kids or adults, creating family traditions, finding bargains, and giving experiences.
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