Behind the Designs

Financial Design Studio Podcast on 2025 Tax Planning

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!

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Financial Advisor podcast interview on how to travel with credit card points

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.

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How Financial Advisors in Chicago plan for RMDs before retirement

Episode 62: How to Plan for RMD Taxes

In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!

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Financial Advisors in Chicago share their perspective on equity compensation for executives nearing retirement

Episode 61: A Crash Course on Equity Compensation

In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.

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Wealth Management Advisors on the True Cost of Healthy Living

Episode 60: The True Cost of Healthy Living with Rachel Staycheff-Hamm

In this episode, Rachel Staycheff-Hamm shares how a diagnosis changed her view on the cost of healthy living, and how it shaped her lifestyle

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Financial Advisors specializing in Executive Compensation taxes on Anti-Consumerist Worldview

Episode 59: The Anti-Consumerist Manifesto

In this episode, Anna Lewis breaks down the dangers of consumerism, and how the anti-consumerist challenges this worldview.

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