Wealth by Design
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Wealth by Design
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother &...
Recent Episodes
100 episodes
MINISODE: Hurricane Hiatus - An Update on the Wealth by Design Podcast
Hello, loyal listeners! We wanted to let you know that we have a quick update on the podcast and a few things that are happening over at Toujours Plan...
MINISODE: Do You Need a Financial Advisor or a Certified Financial Planner™?
When you decide to get your financial ducks in a row, you probably start to look for help with a good old Google search. But when you look up “financi...
MINISODE: Are You Falling into This Stock Market Trap?
Sir John Templeton, an American-born British investor, banker, fund manager, and philanthropist, said this on investing: “Bull markets are born on pes...
MINISODE: Should You Have a Joint Account with Your Partner?
We’ll keep the intrigue to a minimum. In our opinion, the answer to this question is a resounding yes.
Whether you’ve just gotten married (cong...
MINISODE: When Stock Markets Dip and Bounce Back
In March of 2020, we saw the stock market tumble 30% in one month. In the following few months, we’ve gained most of that back. What is happening??
112: Growing a Business & Wealth with Katell and Jon of Reverielane
Katell and Jon, a husband and wife design team, are founders of Reverielane, a purpose-driven brand and web design firm. Katell’s experiences living i...
![[Summer Remix] 102: Net Worth is King](https://static.libsyn.com/p/assets/6/e/6/e/6e6e9dc3c06c6c62/WealthByDesignPodcastArt_BC.png)
[Summer Remix] 102: Net Worth is King
We talk about fear a lot on our podcast. Fear is natural and, TBH, necessary. But when it comes to finances, three types of fear tends to hold us back...
![[Summer Remix] 101: Robo-advisors: Your New Best Friend or Your Worst Enemy?](https://static.libsyn.com/p/assets/7/7/f/5/77f593c9cb0e2bca/WealthByDesignPodcastArt_BC.png)
[Summer Remix] 101: Robo-advisors: Your New Best Friend or Your Worst Enemy?
The robots have taken over. Just kidding. In reality, robots haven’t taken over — but they have taken over a major chunk of the financial industry in...
![[Summer Remix] 100: High Yield Savings vs. Stocks: Who Wins?](https://static.libsyn.com/p/assets/8/4/a/4/84a4f58ae4047416/WealthByDesignPodcastArt_BC.png)
[Summer Remix] 100: High Yield Savings vs. Stocks: Who Wins?
Let’s address the elephant in the room first: what does the phrase “stock market” mean to you?
Fear! Panic! Crash!
We get it. But we’re...
![[Summer Remix] 98: Leaving Behind the “Punch Clock” Mindset](https://static.libsyn.com/p/assets/a/5/5/5/a555ec113135ad55/WealthByDesignPodcastArt_BC.png)
[Summer Remix] 98: Leaving Behind the “Punch Clock” Mindset
No one uses an actual punch clock at their job anymore, right? However, the concept of a punch clock — punching in to start a shift and punching out w...
111: What’s Most Important to You?
How has your life changed in 2020? We’re not talking about how you’re learning how to bake bread, choosing Zoom backgrounds for your virtual meetings,...
110: Why Everyone Needs an Estate Plan
Answer us this: which person needs estate planning the most?
A) Someone with two kids
B) Someone with a small business of their own
...
MINISODE: The Problem With Saving Just for Emergencies & Retirement
How many times have you heard “Save for an emergency!” and “Save for retirement!” We’re not saying those aren’t super important things to save for… bu...
109: The Problem with Baby Steps
Where do you get your financial advice? (Aside from us and the Wealth by Design podcast, of course. 😉) Your friends? Parents? Coworkers? YouTubers? “...
MINISODE: The Real Reason You Lose (and Gain) Money in the Stock Market
Welcome to another minisode! This week, Danielle shares some quick tips and stories about the stock market, the 2007-2009 financial crisis, and the be...
108: Why It’s Important to Know Your Numbers
Do you know your numbers?
We’re not talking about your numbers like how much you have in your checking account, or age and weight (which we shou...
MINISODE: Tactical Advice for Businesses Affected by COVID-19
As of right now, things are looking pretty bad thanks to COVID-19. And as Dustin says in our latest minisode, things will probably get much worse.
107: The Key to Consistency in Investing
Dollar-cost averaging. It’s probably the most boring financial term ever. (We’re working on coming up with a new term. Anyone have any ideas? Anyone?)...
MINISODE: COVID-19 & Your Retirement Accounts
Thanks to the continuing COVID-19 crisis, you’re probably hearing “the D-word” thrown around a lot. Yes, that big, scary D-word.
“Depression.” <...
MINISODE: The Importance of Liquidity in a Crisis
As part of our COVID-19 Crisis Series, we’re covering what you need to know about market uncertainty and your money during these unprecedented times....
MINISODE: Is This Market Crash Short-term or Long-term?
Our minisode series on the COVID-19 pandemic continues to roll out, and in our latest episode, we tackle a question many of y’all probably have on you...
MINISODE: The Stock Market, Coronavirus, & Three Things Business Owners Can Do Now
As we’re now officially shoulder-deep into quarantines from COVID-19 and continue to experience uncertainty in our daily lives, as well as the stock m...
MINISODE: 3 Ways To Help Prepare Your Business For A Potential 2020 Recession
As coronavirus continues to create uncertainty in our daily lives that’s being reflected in the stock market, we’re starting to hear more and more tal...
MINISODE: The #1 Question People Have About Coronavirus & the Stock Market
March 2020 is one for the books. The coronavirus has reached pandemic level, many cities and states are issuing quarantines and shutdowns, and the sto...
MINISODE: What is a Work-Optional Lifestyle?
We’ve got something new for you! Every couple of weeks, we’ll be mixing up the style of our podcast: 1 week will be long-form and the following week w...
105: Penny Stocks: Buy In or Beware?
Have you ever heard about penny stocks? Are you wondering what they are and if you should be getting in on that action? We’re covering everything abou...
104: How the Laws of Human Nature Relate to Investing
What do children’s fables, dog memes, human nature, and investing have to do with each other? Well, you just might have to listen to the full episode...
103: How to Prioritize Saving for Now, the Future, and In-Between
What’s the most important part of your financial strategy? Creating an emergency fund? Saving and investing? Understanding what money goals you need t...
102: Net Worth is King
We talk about fear a lot on our podcast. Fear is natural and, TBH, necessary. But when it comes to finances, three types of fear tends to hold us bac...
101: Robo-advisors: Your New Best Friend or Your Worst Enemy?
The robots have taken over. Just kidding. In reality, robots haven’t taken over — but they have taken over a major chunk of the financial industry in...
100: High Yield Savings vs. Stocks: Who Wins?
Let’s address the elephant in the room first: what does the phrase “stock market” mean to you?
Fear! Panic! Crash!
We get it. But we’re...
99: Adjusting Your Focus with Taylor Jacobson
When you work a traditional 9-to-5, working from home (for yourself) can feel like a real treat. You sit in a comfortable chair of your choosing, you...
98: Leaving Behind the “Punch Clock” Mindset
No one uses an actual punch clock at their job anymore, right? However, the concept of a punch clock — punching in to start a shift and punching out w...
97: What You Need to Know So You Can Prepare for 2020
With 2020 just around the corner, now is (hopefully) the time when you’re laying the groundwork for what you’re doing in the New Year. From mapping ou...
96: Charitable Giving & Making an Impact All Year-Round
The Giving Season is upon us. Between Giving Tuesday, the Salvation Army Santas standing outside your favorite shops, and the influx of donation reque...
95: Hustle, Prioritize, and Charge Your Worth with Alisha Robertson
For biz owners and entrepreneurs, you know it’s about more than just building a business for the money. You want to live the life you want, and use th...
94: Do You Really Need Insurance?
We know that the title of this episode might not strike up the butterflies in your stomach or get you excited about life. But really, we’re talking ab...
93: Is Your Business Recession-Proof?
There are so many business owners and entrepreneurs who are #killingit out there today. But the majority of them started business after the 2008 finan...
92: Can You Have Security with Variable Income?
If you don’t work a “traditional” job, one with an office and a salary, you’ve likely dealt with the challenges of variable income. Sometimes, entrepr...
91: What’s a CPA and When Should You Hire One? with Amy Northard, CPA
Amy Northard, CPA, has a passion for helping small business owners manage their finances and accounting so they can focus on growing their business. S...