Behind the Designs

Wealth management financial advisors, sharing Steve's Story

Episode 56: Start with Why: Steve’s Story

In this episode, we interview Steve, our tax specialist, about caddying, starting his own company, and training new accountants.

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Wealth Management Advisors on how the Presidential Election Impacts Your Money

Episode 55: What the Election Results Mean for Your Finances

In this episode, we talk though what election results mean for your money through historical market trends and potential financial policies.

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Wealth management Financial advisors in lake zurich on how to start a business

Episode 54: So, You Want to Start a Business

In this episode, we break down the financial side of how to start a business; from the funding, to distributions, and tax deductions!

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Financial Advisors on how to plan for healthcare for aging parents

Episode 53: Healthcare for Aging Parents with Leah McNamara

In this episode, an ICU nurse, shares her story and the options you have for finding the right healthcare for aging parents and your budget.

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Wealth Management Financial Advisors on lowering high insurance costs

Episode 52: How to Lower Your High Insurance Costs, with Ryan Delp

In this episode, we talk about why insurance is so expensive and ways you can look to lower your own high insurance costs.

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Wealth Management Financial Advisors on Mortgage Policies

Episode 51: What Can I Do With My Mortgage with Tom Cramer

In this episode, Tom Cramer, mortgage officer, explains what currently influences the lending industry and what you can do with your mortgage

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