Behind the Designs

Financial Advisor Wealth Management in Chicago Podcast on Helping Kids Make College Choices

Episode 38: Helping Kids Make College Choices with Nate Bargar

In this episode Nate Bargar a post-secondary counselor, joins us to discuss how to help high schoolers think through their college choices.

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Wealth Management by Financial Advisors in Chicago on How to Spot Scams

Podcast Episode 37: How to Spot Scams and Avoid Financial Fraud

In this episode we want teach you how to spot scams by understanding common tactics, red flags, and what you can do to avoid them.

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Wealth Management Financial Advisors on How to set your kids up for success

Podcast Episode 36: How to Set Your Kids Up For Success

In this episode, we interview Anna Lewis as she shares the opportunities her parents gave her and how they shaped who she became.

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Wealth Management Financial Advisors in Chicago on college funding and the updated FAFSA

Podcast Episode 35: The College Funding Challenge

In this episode, parents and grandparents learn about college funding, reducing the cost and saving up with the updated FAFSA and 529 plans.

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Start with Why: Michelle's Story, Wealth Management Advisors in Deer Park

Podcast Episode 34: Start with Why: Michelle’s Story

Michelle shares her passion for lifelong relationships with money, what led to starting FDS, and how to start with why.

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Financial Advisors in Chicago with Wealth Management Services on 2023 Investment Review

Podcast Episode 33: 2023 Investment Review and 2024 Outlook

In this episode, Rob Stoll, our Chief Investment Officer, shares his 2023 investment review and thoughts for what 2024 might bring.

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