Behind the Designs
Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships
This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.
Podcast Episode 24: How to Manage Your Aging Parent’s Finances
In this episode, we discuss how we help clients work through their aging parent’s finances and the emotions, paperwork, and estate planning.
Podcast Episode 23: Will Social Security Run Out?
In this episode, we answer the question will social security run out by explain the history and share how this influences retirement plans.
Podcast Episode 22: Should You Save For Your Kid’s College Education?
In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.
Podcast Episode 21: Financial Decisions Don’t Have to Be Permanent
As the world changes, many people can feel trapped by their financial decisions. But you don’t have to be. This episode explores why.
Podcast Episode 20: How do Financial Advisors Vacation?
In this episode, get to know some of the FDS team, learn how financial advisors vacation, and tips and tricks we have learned the hard way.
