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

by Financial Design Studio, Inc. / February 7, 2024

We all want the best for our kids, but how do we set them on the path to success? In this episode, we interview Anna Lewis our Creative Director to see how this might be viewed from the younger generation’s perspective. She shares the opportunities her parents gave her and how they shaped who she became.

Wealth management Financial advisors on how to set your kids up for success
Michelle Smalenberger, CFP®; Anna Lewis

Behind the Designs Ep. 36: How to Set Your Kids Up for Success

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

Key Moments

1:47 How the world has changed

5:01 Meet Anna Lewis

7:08 How do you define success?

11:42 Working as an unpaid intern

20:13 Starting an Etsy shop

27:59 Working at FDS

30:50 Graduating high school, College, and Starting a company

40:56 How is your family different?

48:04 What did your parents do to equip you?

59:29 Practical ways to set your kids up well.

Links for How to Set Your Kids Up for Success

Connect with Anna Lewis on Linked In.

Check out the Instagram for Fulcrum Ink, Anna’s old Etsy shop!

Learn more about Top Hat Trivia, where to play trivia and how to hire us!

Listen to episode 35, the College Funding Challenge.

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 36

Executive Producer : Anna Lewis

Host : Michelle Smalenberger, CFP®

Guest : Anna Lewis

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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.