Posts by Financial Design Studio, Inc.
Episode 63: Hack Your Travel with Credit Card Points, with Ism Shovan
In this interview, Ism shares about his life as a digital nomad, how he plans trips and then funds them using points and miles.
Read MoreHow to Build a Timeline for Your Retirement
In this video, we walk you through a timeline for your retirement that helps you plan everything out in a tax efficient way.
Read MoreWhy Executive Retirement Planning Starts 10 Years Before Retirement
While busy executives frequently delay retirement planning, their position offers unique advantages: higher compensation and specialized employer benefits that can fast-track their path to retirement. Our blog provides the roadmap for executives to leverage these assets through intentional planning 10 years before retirement, turning corporate success into lasting financial freedom.
Read MoreEpisode 62: How to Plan for RMD Taxes
In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!
Read MoreHow to Plan for Your Upcoming RMDs [Video]
In this video, learn how near retirees can use different planning windows to minimize taxes on their upcoming RMDs.
Read MoreFDS Newsletter: First Quarter 2025
FDS Newsletter: First Quarter 2025 | DOGE Impact on the Market | Webinar Invite | Team Interview with Michelle!
Read More