Podcast Episode 20: How do Financial Advisors Vacation?

by Financial Design Studio, Inc. / June 27, 2023

How do financial advisors vacation? In this episode, get to know some of the FDS team as we share our experiences as well as tips and tricks we have learned the hard way.

Experienced Fee Only Financial Advisors in Chicago
Trevore Meyer, CFP®; Steve Smalenberger, EA; Michelle Smalenberger, CFP®; Jake Turner, Financial Planning Associate

Behind the Designs Ep 20 : How do Financial Advisors Vacation

Take a listen right here, or head over to your favorite steaming platform!

Key Moments

0:57 What is your favorite childhood vacation?

7:37 How do financial advisors budget for a vacation?

12:47 How would we plan a cheap vacation? An all out vacation?

17:30 What are our best hotel hacks?

21:43 What are our best airfare tips?

28:29 What are our best car trip tricks?

34:24 What are our worst vacation experiences?

Links for How do Financial Advisors Vacation

For families, here are some summer ideas you can do with your kids!

Learn more about Jake in episode 8, From Consumer to CFP.

Vacation well, but watch out for lifestyle creep!

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.

Credits for Episode 20

Executive Producer : Anna Lewis

Host : Michelle Smalenberger, CFP®

Guests : Trevore Meyer, CFP®; Steve Smalenberger, EA; Jake Turner, Financial Planning Associate

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