Transitions with Emotional and Financial Contexts with Stephanie Geisler

How do you help guide your kids through one of the most impactful financial choices of their life? Nate Bargar, a post-secondary counselor, joins us to discuss how to help high schoolers think through their college choices. In this episode, we cover everything from selecting a major, calculating non-financial costs, and finding real scholarships. 

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.)

 Anyone can be scammed and the financial consequences can be devastating. As financial advisors, people often come to us in the aftermath so we've learned a thing or two about scammers. That's why in this episode we want teach you how to spot scams by understanding common tactics, red flags, and what you can do to avoid them.

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.)

We all want the best for our kids, but how do we set them on the path to success? In this episode, we interview Anna Lewis, our Creative Director, to see how this might be viewed from the younger generation's perspective. She shares the opportunities her parents gave her and how they shaped who she became. 

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.)

There have been some major changes when it comes to college funding. So in this episode we discuss what parents and grandparents need to know about the total cost, to reducing that cost with the updated FAFSA, and how to save up with the 529 college savings plans.

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.)

 In this episode we interviewing the CEO of FDS! Michelle shares her passion for lifelong relationships with money, what led to starting FDS, and why what matters to you is important. What you care about will shape how you live. As financial advisors, we want to hear what matters to our clients! 

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.)

At year end we always review market performance with our clients. In this episode, Rob Stoll, our Chief Investment Officer, shares his 2024 investment review and thoughts for what 2024 might bring. 

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.)

Life is going to happen. How will you respond? In this episode, Stephanie Geisler, a Licensed Professional Counselor talks with us about how different life events, like a death or a promotion, shape our emotions and finances. She walks you through how to process each context so you can move forward. 

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.)

We want our finances to make a difference, but how? In this episode Shelley Nizysnki-Reese, founder of A Better Life for Kids, shares her story and how she started her charity. She talks about ways people can vet charities, maximize their donations, and make a real world impact. 

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.)

End of year holiday spending can create start of year tax and budgeting headaches. We want to help you be smart with your holiday shopping. In this episode, our team discusses smart holiday shopping for for kids or adults, creating family traditions, finding bargains, and giving experiences. 

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.)

Trevore and his wife Courtney just brought home their adopted son from Africa! Family is very important to our team here at FDS so we want to celebrate them. In this episode, they share their journey, what the adoption process is life, and what you should consider if you are adopting. 

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.)