Behind the Designs

Wealth Management Financial Advisors in Chicago on Should You Rent or Buy or Build

Episode 44: Should I Rent or Buy (or Build)?

In this episode, Rob explains the 2024 housing market, his own choices to rent or buy, and things to consider about building.

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Wealth Management Financial Advisor on 2023 Tax Review and 2024 Tax Planning

Episode 43: 2023 Tax Review & 2024 Tax Planning

We review the 2023 tax season, and what to know for 2024 tax planning. We cover IRA contributions, tax credits, and more!

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Wealth Management Financial Advisors in Chicago About the COO Trevore's Story

Episode 42: Start with Why: Trevore’s Story

In this episode, we interview the COO of FDS. We explore Trevore’s story, what he cares about, and how he stays balanced.

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Wealth Management Financial Advisors on How to Set Goals Podcast

Episode 41: How to Set Goals (You’re Already Succeeding)

Doing the “right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.

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Wealth Management Financial Advisors on Target Date Funds

Episode 40: Target Date Funds: Are They the Right Choice?

In this episode, we explain what these are, their pros and cons, and when the might be an important piece of your strategy.

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Wealth Management Financial Advisors On Investing Across Your Lifetime

Episode 39: Investing Across Your Lifetime

In this episode, we talk about how to succeed at investing across your lifetime by breaking down jargon like diversification and allocation.

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