Episode 47: Start with Why: Rob’s Story
by Financial Design Studio, Inc. / July 8, 2024In this episode, we interview the Chief Investment Officer of FDS! We share the key moments from Rob’s story like what he learned from his parents, how he went from meteorology to investing, and his journey from corporate America to entrepreneur.
Take a listen right here, or head over to your favorite steaming platform!
Key Moments
2:42 His dad’s influence
6:08 His mom’s influence
10:16 Working at an investment firm
11:47 From meteorology to finance
22:37 Learning the importance of timing
29:26 The job loss
41:13 Starting his own business
48:49 Working with FDS clients
Links Related to Rob’s Story
If you want a copy of Leading with Questions, email podcast@financialdesignstudio.com
In episode 34, meet our CEO, Michelle Smalenberger and in episode 42, meet our COO, Trevore Meyer.
Check out our about us page to learn about our full team.
Here is Rob’s article on Navigating Economic Paradoxes for investors.
Read some of Rob’s thoughts on investing in light of the 2024 election.
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 money. We’ll see you in the next episode.
Credits for Episode 47
Host : Michelle Smalenberger, CFP®
Guest : Robert Stoll, CFA, CFP®
Executive Producer: Anna Lewis
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Recommended Reading
Episode 62: How to Plan for RMD Taxes
In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!
Episode 61: A Crash Course on Equity Compensation
In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.
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.