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Financial Design Studio Second Quarter 2025 Newsletter

FDS Newsletter: Second Quarter 2025

FDS Newsletter: Second Quarter 2025 | Tariffs and Stocks | College Scholarships | Slow Travel | Interview with Trevore!

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Financial Design Studio Podcast on 2025 Tax Planning

Episode 64: 2024 Tax Season Recap and 2025 Tax Planning

In this episode, we share what we noticed filing 2024 tax returns and how, in light of upcoming legislative changes, you can start 2025 tax planning!

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Financial Design Studio on strategies to reduce your taxes today

How to Build a Timeline for Your Retirement [Video]

In this video, we share a couple basic tax planning case studies and how they use different strategies reduce your taxes.

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Financial Design Studio on how tariffs affect the stock market

How Will Tariffs Affect the Stock Market?

This article updates you on DOGE’s progress and the US trade policies; then we share how tariffs affect the stock market and economy.

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Financial Advisor podcast interview on how to travel with credit card points

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.

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Financial Design Studio on a tax efficient retirement timeline

How 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.

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Financial Advisors on Why Executive Retirement Planning Starts Ten Years Before Retirement

Why 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.

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How Financial Advisors in Chicago plan for RMDs before retirement

Episode 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!

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Financial Advisors Video on how corporate executives can prepare for their upcoming RMDs

How 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.

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Financial Design Studio on Why Corporate Executives Need to Plan for RMDs Now

Why Corporate Executives Need to Plan Around RMDs Now

Corporate executives in the prime of their careers might not think it’s important to think about RMDs that won’t happen until they’re in their 70s. But by not planning for future RMDs may put the executive at risk of paying unnecessarily higher income taxes in retirement. This article explains the tax risk that RMDs may cause, and highlights a strategy to lower the impact of those taxes.

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FDS Newsletter: First Quarter 2025

FDS Newsletter: First Quarter 2025 | DOGE Impact on the Market | Webinar Invite | Team Interview with Michelle!

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Financial Advisors on Whether you Own too much employer stock

How Much Employer Stock Do You Own? [Video]

In this video, we talk the history of election cycles, and the domestic and global markets reactions to the 2024 election.

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