Behind the Designs

Podcast Episode 9: Save Me Taxman!

Afraid of taxes? In this episode, our tax man is here to save you! Steve will be talking us through why he loves taxes and how you can too!

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Podcast Episode 8: From Consumer to CFP

What does it even mean to be a CFP? In this episode, Jake shares his journey from a consumer of financial services to becoming a CFP.

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Podcast Episode 7: Looking Back, Giving Back

As the year wraps up, it’s important to reflect. Listen in to hear us reflect on how we have given back, and get some ideas for giving back!

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Podcast Episode 6: The Structure to Build Wealth With

This episode of the Behind the Designs focuses on how to build wealth. We discuss different income levels, calculating net worth, and more!

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Podcast Episode 5: What About Cryptocurrency?

This episode of the Behind the Designs podcast explores the FTX exchange collapse and what we think about cryptocurrency going forward.

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Podcast Episode 4: Holidays and Awkward Finance Questions

This episode of the Behind the Designs podcast explores how financial advisors respond when asked awkward finance questions at the holidays.

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