Episode 57: The Secret to Holiday Hosting with Chris and Kathy

by Financial Design Studio, Inc. / December 11, 2024

Memorable gatherings leave you with stories for years to come. And this is what Chris and Kathy work to accomplish through their legendary parties, and their decor, themes, and guest lists. In this episode, these seasoned hosts share how their secrets to holiday hosting, as well as a few stories and lessons they’ve learned.

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

Related Links

Listen to our conversation in episode 30 about smart holiday shopping!

We also talk about how to respond to those awkward financial questions you might get.

Holidays are the right time to consider how you can donate appreciated stock to others.

Below are some pictures from Chris and Kathy’s parties . . .

Timestamps

1:42 Meet Chris and Kathy

7:09 Where does you love of celebrating come from?

15:01 Tell us about some of your favorite parties!

24:32 What gatherings do you host annually?

31:52 What details do you focus on to set your parties apart?

37:57 Would you rather . . .

45:03 What’s your formula for putting together a party?

56:50 What are some lessons you’ve learned?

1:04:19 All about the guest list

1:11:14 Why do you continue to host?

Credits for Episode 57

Host: Michelle Smalenberger, CFP®

Guests: Chris and Kathy Szczech

Executive Producer: Anna Lewis

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.

Ready to take the next step?

Schedule a quick call with our financial advisors.

Recommended Reading

Financial Advisor podcast interview on how to travel with credit card points

Episode 63: Hack Your Travel with Credit Card Points, with Ism Shovan

In this interview, Ism shares about his life as a digital nomad, how he plans trips and then funds them using points and miles.

How Financial Advisors in Chicago plan for RMDs before retirement

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!

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.