business
Hosted by Financial Design Studio · business · EN-US
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.
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Contact path
Verified email
Booking probability
34%
Guest openness
Selective
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Signup to Generate a PitchEver 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!
Recent episodes include "Ep 79. Protecting Your Net Worth with Insurance" (27 October 2026, 52 minutes), "Estate Planning Mistakes that Complicate the Inheritance Process" (29 July 2026, 55 minutes), and "How to Decide When to Move into Retirement Community" (2 July 2026, 45 minutes).
Behind The Designs publishes roughly monthly, with episodes averaging 55 minutes across 78 episodes.
Booking probability for Behind The Designs is 34%, and the host is rated Selective on guests. Behind The Designs requires a Pod Score of 80 or higher. Behind The Designs's contact route on record: verified email.
The strongest fits for Behind The Designs are Investing & Wealth Management. Behind The Designs has a business audience.
Behind The Designs is a business podcast with 78 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #79
Risks are always evolving, which means your insurance needs do too. This is our third insurance update with Ryan Delp from Bradish. In this episode, we discuss the insurance coverage people need to protect their net...
A strong estate isn't just about your wishes... It's also about making your affairs easily handled after you are gone. In this episode, Michelle and Trevore discuss the mistakes we've seen in how assets are passed down...
Episode #75
Whether you are considering a retirement community for yourself or your parents, it can be a hard conversation to start. In this episode, Michelle interviews Royce the process of retiring and having to downsize, how she...
Episode #74
<p>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...
<p>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...
Episode #72
<p>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...
Episode #71
<p>How do you care for someone well in the middle of a crisis? In this episode, Michelle interviews Anna Lewis, about what she’s learned after her mom spent a month in the ICU with severe pancreatitis. We explore the...
Episode #70
<p>As trustee, your role is to distribute someone else's money. But the emotions, expectations, and estate rules can make this role more complex than you expected. In this episode we explain how the legal process of...
Episode #69
<p>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...
Episode #68
<p>In this episode, we walk through all the years of planning we've done for two fictional clients near the end of their retirement. Adam & Alice have saved super well but don't have any family to pass these assets...
<p>In this fictional case study, we repair an outdated, one time, DIY retirement plan for recently retired professionals. With us on their side, its easy to repair common mistakes, start implementing strategies, and...
<p>In this fictional case study, we help a couple nearing retirement decide how to fund the purchase of a new home, as they adjust to relocating to care for aging parents, without taking on debt and pushing back their...
Episode #65
<p>In this fictional case study, we walk you through a financial plan for two executives retiring in five years. They wonder how they will retire early without dealing with large withdrawal penalties or taxes on short...
Episode #64
<p>You might think about taxes once a year, but as financial advisors, we think about it all year round! In this episode, we share what we noticed while filing 2024 tax returns and how, in light of upcoming legislative...
Episode #63
<p>Luxurious, regular travels might be more possible than you realize. Ism Shovan is a digital nomad that slow travels the world with his family using credit card points. In this episode, he talks about the travel...
Episode #62
<p>If you have a retirement account, one day you will face Required Minimum Distributions. And the sooner you plan for these the better it will be for your taxes! In this episode, we walk you through how RMDs work, how...
Episode #61
<p>How can executives make the best use of their company stock? In this episode, we break down a few common forms of granting stock, and strategies for how to exercise them in a tax efficient way. But that's not all, so...
<p>The cost of healthy living be an expensive commitment. But you might find its worth it for your retired self. In this episode, our guest, Rachel Staycheff-Hamm shares how a diagnosis changed how she lives. She shares...
Episode #59
<p>More isn't always better. Maybe living more really means living with less. In this episode, Anna breaks down the history of consumerism and where the dangers lie, as well as ways that you can chose to live...
Episode #58
<p>Living a full life isn't about what you keep, it's about what you give. In this episode, we interview Marsha McClary who knows how to get involved, from her local town politics to international non-profits, like Feed...
Recent guests on Behind The Designs. Study who booked and why before you pitch.
Creative Director, The Edmond & Lily Safra Center for Ethics at Harvard
FDS
Wintrust
FDS
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