Behind the Designs
Ep 73: Raising Kids Who Understand Money: Teens + College Students
In this episode, we cover helping your teen find a job and eventually a career, banking and credit cards, and how plan for big savings goals.
Ep 72: Raising Kids Who Understand Money: Ages 0-12
In this episode, we explore how even at ages 0–12, you can be raising kids who understand money, and way you can instill good habits!
Ep 71: What Pancreatitis Taught Us About Caring in Crisis
In this episode, Anna Lewis shares how she has seen community and finances play a role in caring for her family during a medical crisis.
Ep 70. What You Should Expect if You Are Named as Trustee
In this episode we explain the legal process of inheritances, managing beneficiary relationships, and accomplishing this in a tax efficient way.
Ep 69. What You Forget to Plan for, Until After Your Spouse Passes
In this episode, we helped our fictional client Renee, take control of her retirement plan after her spouse passed.
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.
