Behind the Designs
Episode 45: Understanding the Inheritance Process
In this episode, we discuss the roles involved in each stage of the inheritance process, and how to use them to build relationships.
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.
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!
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.
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.
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.
