Fundamental Wealth Designs

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Fundamental Wealth Designs

𝗪𝗲 𝗱𝗲𝘀𝗶𝗴𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 because we understand that retirement is not a destination – it’s a journey. "Link in bio" ⬇️
linktr.ee/fundamentalwd

At Fundamental Wealth Designs, we put time and care into our process to best impact our client’s success in retirement. Our goal is to provide our clients with holistic financial guidance and strategies tailored to their unique needs and circumstances, helping them achieve financial peace of mind throughout the journey. Our team is dedicated to collaborating with our clients and helping them imple

ment their vision of retirement.

𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗱 𝗼𝗿 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, we are here to help you gain financial independence in the following areas:

✔️ RETIREMENT INCOME PLANNING

✔️ TAX PLANNING

✔️ RISK MANAGEMENT

✔️ LEGACY PLANNING

✔️ INVESTMENT MANAGEMENT

You’ve worked hard for your money; now it’s time for your money to work for you. Contact Us:
https://linktr.ee/fundamentalwd
(651) 461-6151
[email protected]

06/02/2026

Most people ignore long-term care... Until it affects their family.

Billy discusses on Fox Business, that’s when it gets real.
The stress.
The cost.
The emotional toll.

More people today are planning ahead, so those moments don’t turn into financial strain.

Have you had this conversation yet?

05/31/2026

Retirement planning isn’t just about saving. It’s about understanding.💡

Understanding how income works. How taxes and other liabilities can impact your future. How all the pieces come together.

That’s the focus of the content being shared on the Fundamental Wealth Designs YouTube channel.

🧑‍💻 If you’re looking for a better way to learn about retirement without feeling overwhelmed, it’s a great place to start!

05/29/2026

Sometimes the best reset is a change of scenery. ⛰

Kendra Ryder, our VP of Client Engagement, spent some time in Denver taking in the views and enjoying a well-earned break from the day-to-day.

Hope your Summer is filled with a few adventures of your own! ☀️

05/27/2026

A retirement number by itself does not answer the hard questions. 💭

Billy Voyles recently joined "The Wealth Council" on Fox Business to talk about something many people overlook once retirement gets closer.

Saving and investing matter. But eventually the questions change:

▸ How much can realistically be spent each month?
▸ What happens when withdrawals create higher taxes?
▸ Could income trigger higher Medicare premiums?

Those are the kinds of questions a balance alone cannot answer.

05/25/2026

Freedom comes at a cost.

We honor those who made the ultimate sacrifice in service to our country. Their courage and their legacy will never be forgotten.

We remember. 🇺🇸

05/22/2026

Ever come up just a little short when it mattered most?

🏌️‍♂️ It happens on the golf course… and it can happen in retirement planning too.

Underestimating how much income is needed or not accounting for the unexpected can create gaps later on.

For more insights like this, tune in to "Retirement Designed Differently" on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check local listings for airtimes. 📺

05/20/2026

Sundays are for slowing down and tuning in! 🎬

Behind the scenes, Billy is doing what he does best: helping Minnesotans navigate retirement.

Whether years away or approaching, Retirement Designed Differently offers a fresh perspective and proven strategies to help you move forward with confidence.

📺 Check your guide for times on CBS 4, ABC 5, FOX 9 & KARE 11.

05/18/2026

One life event… and your tax bill could change overnight. 💸

When a spouse passes away, the surviving partner often moves into a single filing status, where tax brackets are effectively tighter.

That can mean:
∙ Higher tax rates on similar income
∙ Less favorable deductions
∙ More pressure on retirement income

It’s not something most people plan for, but it’s something worth understanding.

Retirement planning isn’t just about income. It’s about how that income is taxed over time, and how those rules can change.

05/16/2026

Behind every uniform is a story of service.

Armed Forces Day is a time to recognize the men and women serving across all branches of the military. Their sacrifices, both seen and unseen, help protect the freedoms we experience every day.

We are grateful for their continued service and commitment. 🙏

05/13/2026

For a married couple at age 65, there’s roughly a 50% chance that at least one spouse will live to 90 or beyond. That could mean planning for 25–30 years of retirement.

Which raises an important question: "How will that time be spent?"

Retirement planning isn’t just about money. It’s also about designing a life you’ll enjoy living. 🌅
SOURCE: https://loom.ly/q-oNf9w

Address

100 Village Center Cr. , #244
North Oaks, MN
55127

Website

https://fundamentalwd.com/, https://calendly.com/billy-fwd/explore-call, https://linktr.ee/fundamentalwd

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