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Behind The Designs
Financial Design Studio
69 episodes
1 week ago
If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...
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Investing
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All content for Behind The Designs is the property of Financial Design Studio and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...
Show more...
Investing
Business
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Hack Your Travels with Credit Card Points with Ism Shovan
Behind The Designs
1 hour 9 minutes
6 months ago
Hack Your Travels with Credit Card Points with Ism Shovan
Luxurious, regular travels might be more possible than you realize. Ism Shovan is a digital nomad that slow travels the world with his family using credit card points. In this episode, he talks about the travel lifestyle, how he plans his trips and funds them using points and miles. 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...
Behind The Designs
If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...