Behind the Designs

Financial Advisors in Wealth Management for Chicagoland on Stewarding Inheritances Well

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.

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Wealth Management Financial Advisors in Chicago on understanding the inheritance process

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.

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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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