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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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...
The Secret to Holiday Hosting with Chris and Kathy
Behind The Designs
1 hour 17 minutes
11 months ago
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...
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...
