Financial Design Studio
We are Financial Design Studio, a team of financial advisors based in Chicago, IL. We specialize in tax efficient retirement planning for professionals with executive compensation.
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.

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

What the Election Results Mean for Your Money

How to Care for Aging Parents in the Hospital

Lowering Your Auto Insurance Costs in 2024

So, You Want to Start a Business

Healthcare for Aging Parents with Leah McNamara

Getting a Mortgage as a First Time Homebuyer

How to Lower Your High Insurance Costs, with Ryan Delp

What Can I Do With My Mortgage with Tom Cramer

Strategies to Lower Your Estate Taxes

Changes to Estate Tax Exemptions with Heather Walser

Getting the Right Life Insurance Coverage