Behind the Designs
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.
Episode 39: Investing Across Your Lifetime
In this episode, we talk about how to succeed at investing across your lifetime by breaking down jargon like diversification and allocation.
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.
