Behind the Designs
Ep 77: What It Takes To Make an Impact on Your Beneficiaries
In this episode, we discuss thinking of your estate as an act of giving to better impact your beneficiaries, what they receive, and when.
Ep 76: Estate Planning Mistakes that Complicate the Inheritance Process
In this episode, we discuss mistakes we’ve seen in how assets are passed down and the ways paperwork becomes your beneficiaries nightmare.
Ep 75: How to Decide When to Move into a Retirement Community
In this episode, Michelle interviews Royce on the process of downsizing, picking the community, and what her family’s experience has been.
Ep 74: Is Your Marriage Ready for Retirement?
In this episode, Michelle interviews Dave and Diane about how they built their finances together and are now preparing to retire together.
Ep 73: Raising Kids Who Understand Money: Teens + College Students
In this episode, we cover helping your teen find a job and eventually a career, banking and credit cards, and how plan for big savings goals.
Ep 72: Raising Kids Who Understand Money: Ages 0-12
In this episode, we explore how even at ages 0–12, you can be raising kids who understand money, and way you can instill good habits!