Behind The Designs
Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna Lewis. DISCLAIMER : All content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Behind The Designs
2023 Tax Review & 2024 Tax Planning
After preparing almost 200 tax returns, our team shares what we noticed about the 2023 tax season . . . and what to know for 2024 taxes. We cover everything from charitable gifts, IRA contributions, rental properties, and child credits. If you want to learn more about tax planning, find our guide to Tax Savings Strategies in the shownotes!
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 https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)
