Podcast Episode 21: Financial Decisions Don’t Have to Be Permanent
by Financial Design Studio, Inc. / July 10, 2023With all the changes happening in the world, interest rates to inflation, many people can feel trapped by their financial decisions. But in this episode, we explore how your plan, from your mortgage to your retirement, should be resilient enough to withstand any change. No matter what life stage, you should be confident that your decisions will help you reach whatever your goals are.
Behind the Designs Ep 21 : Financial Decisions Don’t Have to be Permanent
Take a listen right here, or head over to your favorite steaming platform!
Key Moments
1:41 Where did this question come from?
4:07 What changed about big decisions?
8:57 What do temporary financial decisions looks like?
16:30 Did you know, most retirees won’t spend all their money?
24:40 What financial decisions should be permanent?
Links for Financial Decisions Don’t Have to Be Permanent
Listen to ep. 14, “Don’t Make Retirement Your Dream,” to find new ways to think about retirement.
Learn more about interest rates and how you can carry on in ep. 19, “How to Finance Your Summer Projects.”
Watch our short to learn about the history of interest rates.
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 21
Executive Producer : Anna Lewis
Host : Michelle Smalenberger, CFP®
Guests : Jake Turner, Financial Planning Associate
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Recommended Reading
Ep 74: Is Your Marriage Ready for Retirement?
In this episode, Michelle interviews Dave and Diane about how they built their finances together and are now preparing to retire together.
Ep 73: Raising Kids Who Understand Money: Teens + College Students
In this episode, we cover helping your teen find a job and eventually a career, banking and credit cards, and how plan for big savings goals.
Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.