Behind the Designs

Wealth Management Financial Advisors on How to Set Goals Podcast

Episode 41: How to Set Goals (You’re Already Succeeding)

Doing the “right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.

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Wealth Management Financial Advisors on Target Date Funds

Episode 40: Target Date Funds: Are They the Right Choice?

In this episode, we explain what these are, their pros and cons, and when the might be an important piece of your strategy.

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Wealth Management Financial Advisors On Investing Across Your Lifetime

Episode 39: Investing Across Your Lifetime

In this episode, we talk about how to succeed at investing across your lifetime by breaking down jargon like diversification and allocation.

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Financial Advisor Wealth Management in Chicago Podcast on Helping Kids Make College Choices

Episode 38: Helping Kids Make College Choices with Nate Bargar

In this episode Nate Bargar a post-secondary counselor, joins us to discuss how to help high schoolers think through their college choices.

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Wealth Management by Financial Advisors in Chicago on How to Spot Scams

Podcast Episode 37: How to Spot Scams and Avoid Financial Fraud

In this episode we want teach you how to spot scams by understanding common tactics, red flags, and what you can do to avoid them.

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Wealth Management Financial Advisors on How to set your kids up for success

Podcast Episode 36: How to Set Your Kids Up For Success

In this episode, we interview Anna Lewis as she shares the opportunities her parents gave her and how they shaped who she became.

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