Financial Design Studio
Our financial advisors specialize in tax efficient retirement planning for professionals with executive compensation. We are based in the Chicago suburbs, and if you have questions about your retirement, we would love to work with you.
Part of our job is to teach you about finances and how to make educated choices with your money. If you want to know more about the complex processes of taxes, insurance, planning, retirement, or investments, then subscribe! … because this channel is for you.
You will find new personal finance videos here; but you can find all our other content, like podcasts, social media posts, and blog articles, on our website at any time.
A Trustee's Checklist for Managing a Trust
What You Forget to Plan For, Until After Your Spouse Passes
What Should I Do with My Annual Bonus Before I Retire?
What to Learn from Retirees Who Donated All Their Money (Episode 68)
Giving Strategies for Retirees: Qualified Charitable Distributions (QCDs)
FDS Webinar: Successfully Retiring from Allstate
Case Study 3: Repairing DIY Retirement Mistakes
How to Calculate Your Roth Conversions in 2025
Should I Get Long Term Care Insurance?
Case Study 1: Retiring Early to Travel
Five Things Successful Retirees Get Right
2024 Tax Season Recap and 2025 Tax Planning
Strategies to Reduce Your Taxes Today
Hack Your Travels with Credit Card Points with Ism Shovan
How to Build a Timeline for Your Retirement
FDS Webinar on DOGE, the Economy, and Your Investments
How to Plan for RMD Taxes
How to Plan for Upcoming RMDs
A Crash Course on Equity Compensation
How Much Employer Stock Do You Own?
The True Cost of Healthy Living with Rachel Staycheff-Hamm
The Anti-Consumerist Manifesto
How to Get Involved and Make a Difference
How do Election Cycles Impact the Market?
The Secret to Holiday Hosting with Chris and Kathy
Meet Our Chief Financial Officer
Start with Why: Steve's Story
How to Pay Yourself as a Business Owner