Behind the Designs
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!
Podcast Episode 14: Don’t Make Retirement Your Dream
This episode will help you reevaluate when and how you want to stop working, and how you really want to spend your retirement.
Podcast Episode 13: Financial Advisors on Silicon Valley Bank
This episode of Behind the Designs covers the Silicon Valley Bank collapse, what caused it, and what might be coming next.