Behind the Designs
Podcast Episode 20: How do Financial Advisors Vacation?
In this episode, get to know some of the FDS team, learn how financial advisors vacation, and tips and tricks we have learned the hard way.
Podcast Episode 19: How to Finance Your Summer Projects
In this episode, we break down different ways to finance your summer projects from HELOCs to refinancing your mortgage.
Podcast Episode 18: Forever to Never Tax, with Roth Conversions
In this episode, we cover how to use Roth Conversions and your taxable accounts to create a future with no more taxes!
Podcast Episode 17: Insurance Mistakes and Misconceptions
In this episode, we explore what each type of insurance covers, explain common misconceptions, and share mistakes to watch out for.
Podcast Episode 16: 2022 Tax Season in Review
In this episode we review the 2022 tax season. We share patterns, changes in taxes, and the impact of planning.
Podcast Episode 15: Who Do You Call . . . CFP®? EA? CFA?
This episode of Behind the Designs explores the cost of being overwhelmed and breaks down how a CFP®, EA, or CFA could help!
