Behind the Designs
Episode 48: Where Does Your Money Go?
In this episode we help you figure that out. By understanding your personal cash flow, you analyze how you spend and plan for bigger goals.
Episode 47: Start with Why: Rob’s Story
In this episode, we interview the CIO of FDS! We share key moments from Rob’s story that helped shape who he is and how he views the world.
Episode 46: How to Steward Your Inheritance Well
In this episode, discuss how steward your inheritance well, how to do process the emotions, and decide how to use that money.
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!
