Видео 329
Просмотров 105 276

8:03

Start with Why: Steve's Story

56:27

How to Pay Yourself as a Business Owner

11:56

What the Election Results Mean for Your Money

1:13:24

How to Care for Aging Parents in the Hospital

9:54

Lowering Your Auto Insurance Costs in 2024

7:37

The Secret to Holiday Hosting with Chris and Kathy

Memorable gatherings leave you with stories for years. 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 they do holiday hosting, as well as a few stories and lessons learned from across the years.
We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio ac...

Видео

8:03

Meet Our Chief Financial Officer

Просмотров 1212 часов назад

Kids don't usually say they want to grow up to be an accountant. So in this video, we dive into how our Chief Financial Officer, Steve Smalenberger, found his professional in accounting and why he loves what he does. CHAPTERS : 0:10 How did you get into accounting? 3:31 What keeps you going? 5:56 What's it like training accountants? Read the transcript: Read the transcript: financialdesignstudi...

56:27

Start with Why: Steve's Story

Просмотров 2414 дней назад

In this episode, we interview Steve Smalenberger, the CFO and tax specialist at FDS. Get to know the man behind the scenes as he talks about his expereinces caddying, starting his own company, and training new accountants. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, s...

11:56

How to Pay Yourself as a Business Owner

Просмотров 6514 дней назад

Understanding how to pay yourself as a business owner can be tricky. Should you reinvest or take home the excess money? In this video, we breakdown what you need to know about salaries, owner distributions, benefits, and deductions, based on your legal structure! CHAPTERS : 0:26 Should you pay yourself or reinvest? 1:38 Salary vs owner distributions 3:54 Understand your legal structure 6:08 How...

What the Election Results Mean for Your Money

1:13:24

What the Election Results Mean for Your Money

Просмотров 31Месяц назад

The 2024 presidential election results are in. Whichever candidate you voted for, we want to look at the next four years from a purely financial standpoint. In this episode, we talk though the market's historical trends, how potential initiatives will impact the economy, and what changes we might see to financial policies. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We hav...

How to Care for Aging Parents in the Hospital

9:54

How to Care for Aging Parents in the Hospital

Просмотров 42Месяц назад

Out of the blue, your parent has fallen and the hospital tells you they can't go back home. What next? In this video, an ICU nurse shares what you can expect while in the hospital and how to prepare to transition your parent to the next best level of care. CHAPTERS : 0:26 What professionals can help you? 1:50 What happens in the emergency room? 3:09 How to prepare your expectations 5:25 What do...

Lowering Your Auto Insurance Costs in 2024

7:37

Lowering Your Auto Insurance Costs in 2024

Просмотров 77Месяц назад

What can you do when auto insurance costs keep increasing? In this video, we talk with an insurance agent about ways you can save, mistakes to avoid, especially for parents with youthful drivers! CHAPTERS : 0:20 Creative ways to lower your costs 3:10 Common mistakes to avoid 4:54 When to change coverage WEBSITE : financialdesignstudio.com/ BLOG : financialdesignstudio.com/blog/ PODCAST : behind...

1:18:49

So, You Want to Start a Business

Просмотров 38Месяц назад

What do you need to know before taking a hobby full time or launching a start up? In this episode, we break down the financial side of how to start a business. From finding funding, to deductions and distributions, and tax implications, we share our expertise as planners and experience as business owners. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for he...

Healthcare for Aging Parents with Leah McNamara

1:09:17

Healthcare for Aging Parents with Leah McNamara

Просмотров 12Месяц назад

Providing healthcare for aging parents (or yourself!) can be the most expensive part of your financial plan. In this episode, Leah McNamara, an ICU nurse, shares her story and the options you have for finding the right care for both your family and your budget. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of...

Getting a Mortgage as a First Time Homebuyer

8:54

Getting a Mortgage as a First Time Homebuyer

Просмотров 422 месяца назад

Between house prices and mortgage rates, first time homebuyers can be easily intimidated. In this video, Tom Cramer, a mortgage officer, breaks down what you need to know about interest rates, forgivable loans and grants, and how to make sure your income qualifies. CHAPTERS : 0:32 How long should you wait for rates? 2:48 What grants and forgivable loans are available? 5:15 What can you do to ma...

How to Lower Your High Insurance Costs, with Ryan Delp

56:17

How to Lower Your High Insurance Costs, with Ryan Delp

Просмотров 322 месяца назад

Expensive insurance seems to be the new normal. In this episode, Ryan Delp, an insurance agent, talks with us about why that is the case, ways you can look to lower your own high insurance costs, and what we might see going forward. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you abou...

What Can I Do With My Mortgage with Tom Cramer

48:23

What Can I Do With My Mortgage with Tom Cramer

Просмотров 142 месяца назад

I have a mortgage but . . . whether you want to refinance, purchase a second home, or are getting divorced, you have a lot of options. In this episode, Tom Cramer, a mortgage officer at Wintrust, explains what is currently effecting the lending industry and what you can do with the mortgage you have. We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping...

10:06

Strategies to Lower Your Estate Taxes

Просмотров 362 месяца назад

Estate tax exemptions can limit the assets your loved ones receive. In this video, a financial advisor and an estate planning attorney discuss different strategies to lower your estate taxes and utilize estate documents for different kinds of assets. CHAPTERS : 0:50 How to use estate documents 4:59 How to plan for retirement accounts 7:06 How much time do you need? 8:23 What's the downside? WEB...

Changes to Estate Tax Exemptions with Heather Walser

48:56

Changes to Estate Tax Exemptions with Heather Walser

Просмотров 193 месяца назад

Estate planning can be as much about taxes as it is about beneficiaries. With the Tax Cuts and Jobs Act of 2017 sunsetting in 2025, there are going to be significant changes to the Estate Tax Exemptions. In this episode, our guest Heather Walser, an estate planning attorney, shares the changes we expect as well as how people are structuring their estate plan to prepare. We are Financial Design ...

Getting the Right Life Insurance Coverage

8:27

Getting the Right Life Insurance Coverage

Просмотров 473 месяца назад

Worried if you are really covered? Your life stage can help you determine the life insurance coverage you actually need. Watch this video to learn more about your insurable interests and the ways you can use your life insurance policy. CHAPTERS : 0:30 What is an insurable interest? 1:23 Needs for Young Families 4:24 Needs for Established Professionals 5:53 Needs for Retirees WEBSITE : financial...