Behind the Designs
Ep 68. What to Learn from Retirees Who Donated All Their Money
This fictional plan covers how we helped two retirees plan to donate all their money, fund healthcare in elder years, and build estate plans.
Case Study 2: Relocating to Care for Aging Parents
In this fictional case study, we help a couple nearing retirement decide how to fund the purchase of a new home, relocating to care for aging parents, without taking on debt and pushing back their retirement date.
Case Study 3: Repairing DIY Retirement Plans
In this fictional case study, we repair a one time, DIY retirement plan so that these clients have peace of mind, while enjoying retirement.
Case Study 1: Retiring Early to Travel the World
In this fictional case study, we walk you through a financial plan for two executives retiring early, and how they navigate large tax bills.
Episode 64: 2024 Tax Season Recap and 2025 Tax Planning
In this episode, we share what we noticed filing 2024 tax returns and how, in light of upcoming legislative changes, you can start 2025 tax planning!
Episode 63: Hack Your Travel with Credit Card Points, with Ism Shovan
In this interview, Ism shares about his life as a digital nomad, how he plans trips and then funds them using points and miles.
