Behind the Designs
Podcast Episode 13: Financial Advisors on Silicon Valley Bank
This episode of Behind the Designs covers the Silicon Valley Bank collapse, what caused it, and what might be coming next.
Podcast Episode 12: The Biggest Threat to Your Financial Plan
This episode of Behind the Designs will explore the biggest threat to your financial plan. Learn to recognize them so you can stay protected!
Podcast Episode 11: How to Get Where You Want to Be
Where do you want to be with your finances? Do you have what it takes to get there? We will explore how goals work and how to reach them.
Podcast Episode 10: Cash is King. So What?
Right now, where is the best place to put your money? Cash is King, and there are more opportunities than you might realize.
Podcast Episode 9: Save Me Taxman!
Afraid of taxes? In this episode, our tax man is here to save you! Steve will be talking us through why he loves taxes and how you can too!
Podcast Episode 8: From Consumer to CFP
What does it even mean to be a CFP? In this episode, Jake shares his journey from a consumer of financial services to becoming a CFP.
