Behind the Designs

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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Wealth Managers on how to get involved with your money

Episode 58: How to Get Involved and Make a Difference with Marsha McClary

In this episode, Marsha McClary shares how to get involved, from local town politics to non-profits, like Feed My Starving Children.

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Wealth Management advisors on how to do Holiday Hosting well

Episode 57: The Secret to Holiday Hosting with Chris and Kathy

In this episode, Chris and Kathy share how they do holiday hosting, as well as a few stories and lessons learned from across the years.

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