Behind the Designs
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.
Podcast Episode 12: The Biggest Threat to Your Financial Plan
This episode of Behind the Designs will explore the biggest threat to your financial plan. Learn to recognize them so you can stay protected!
Podcast Episode 11: How to Get Where You Want to Be
Where do you want to be with your finances? Do you have what it takes to get there? We will explore how goals work and how to reach them.
