Retirement is not just a financial transition, it’s also relational. In this episode, Michelle interviews Dave and Diane about how they are preparing their marriage for retirement. They share the financial milestones they've struggled through, and the ways they are building towards the future, together.

💥 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/

👋 ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation.

⚠️ DISCLAIMER: All written 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.

As your teen or college student begins to make their own money, you want to continue to teach them wisdom with their money. In this episode, we cover finding a job and eventually a career, banking and credit cards, and how plan for big savings goals.

💥 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/

👋 ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation.

⚠️ DISCLAIMER: All written 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.

Long before kids earn their first dollar, they’re forming beliefs about money. In this episode, we explore how children ages 0–12 begin forming their understanding of money, and how you can instill good habits for giving, saving, spending.

💥 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/

👋 ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation.

⚠️ DISCLAIMER: All written 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.