Behind the Designs
Ep 66. 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.
Ep 67. 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.
Ep 65. 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.
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!
