Foster & Motley : A podcast about Wealth & Life-logo

Foster & Motley : A podcast about Wealth & Life

Business & Economics Podcasts

The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.

The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.

Location:

United States

Description:

The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.

Language:

English

Contact:

(513) 561-6640


Episodes

A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA

9/28/2022
There comes a time in your life when you may not welcome being another year older. But if you plan ahead, it can make the difference between a senior lifestyle you choose and the one that someone else chooses for you. In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA, discuss some … Continue reading A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA →

Duration:00:30:01

A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®

9/21/2022
Losing a loved one is an emotional time. One way you can make dealing with it a little easier for your loved ones, is to have a strong estate plan and family letter in place. Your appointed executor is there to make your final wishes come to pass, but they need to know what you … Continue reading A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC® →

Duration:00:19:43

A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA®

9/14/2022
Maybe it’s your goal to own a lake house or a second home. But have you thought about what buying versus renting might look like for your scenario? In this episode, Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA® discuss the pros and cons of owning versus renting and what might make sense for … Continue reading A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA® →

Duration:00:23:36

A Chat About Benchmarks with Thom Guidi, CFA

8/31/2022
So you think your investments are doing well, or perhaps you think they are performing poorly. But compared to what? In this episode, Thom Guidi, CFA, explains what a benchmark is and shares some examples. He also talks about why it’s important to review your performance compared to benchmarks. Thom shares more about: Why benchmarks … Continue reading A Chat About Benchmarks with Thom Guidi, CFA →

Duration:00:11:52

A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

8/17/2022
Have you considered opening up a 529 account? There may be more to consider than you realize! In this episode, Nick Roth, CFP®, will help you understand some of the general rules and benefits behind 529 accounts. He also shares the impact that 529 accounts can have on an individual’s eligibility for financial aid. Nick … Continue reading A Chat About 529 Accounts and College Planning with Nick Roth, CFP® →

Duration:00:18:55

A Chat About Cash Flow with Luke Hail, MBA, CFP®

8/3/2022
Cash flow is what comes and goes out of your household, and defines what you are doing in the world in many ways. In this episode, Luke Hail, MBA, CFP®, will help give you a clear understanding of why understanding your cash flow matters. Luke shares more about: The concept of cash flow How to … Continue reading A Chat About Cash Flow with Luke Hail, MBA, CFP® →

Duration:00:14:51

A Chat About The Yield Curve with Ryan English, CFA, CPA, CFP® and Sarah Conwell, MFE

7/27/2022
As an investor, it is helpful to understand the yield curve. Its movements are tied to economic growth, monetary policy, and inflation which impact investment portfolios. In this episode, Ryan English, CFA, CPA, CFP®, talks with Sarah Conwell, MFE, to explain the significance of two separate points on the curve and the ways investors interpret … Continue reading A Chat About The Yield Curve with Ryan English, CFA, CPA, CFP® and Sarah Conwell, MFE →

Duration:00:10:22

A Chat About Planning For The Unexpected with Tony Luckhardt, MBA, CFP, CRPC®

7/20/2022
Insurance is not just for when you pass away. It’s to protect against catastrophic life events. In this episode, Tony Luckhardt, MBA, CFP, CRPC®, discusses the many types of insurance and how some of them work together. Tony shares more about: The types of insurance When you need insurance And more Connect With Tony Luckhardt: … Continue reading A Chat About Planning For The Unexpected with Tony Luckhardt, MBA, CFP, CRPC® →

Duration:00:19:38

A Market Update for the Second Quarter of 2022 with Mark Motley, CFA

7/8/2022
The first half of 2022 was the worst first half of a year for stocks in over 50 years, with the fear that inflation was right around the corner. In this episode, Mark Motley, CFA, shares a brief market update from the second quarter of the year, outlining the impact of inflation, the prospect of … Continue reading A Market Update for the Second Quarter of 2022 with Mark Motley, CFA →

Duration:00:08:02

A Chat About Balance Sheets with Joe Patterson, CFP®

6/29/2022
A balance sheet can be a useful tool in personal finance to inventory your assets and track growth over time. In this episode, Joe Patterson, CFP®, explains the benefits of using a balance sheet and some actionable next steps for creating a personal balance sheet. Joe shares more about: A definition of a balance sheet … Continue reading A Chat About Balance Sheets with Joe Patterson, CFP® →

Duration:00:20:39

A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

6/15/2022
Protecting yourself in today’s world is more important than ever. Being proactive in developing security habits can give you a sense of comfort when it comes to your financial data. In this episode, Emily Diaz, MAcc, CPA, CFP®, provides some reminders about ways to protect your information and shares new resources that are available to … Continue reading A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP® →

Duration:00:19:51

A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA

6/8/2022
There is not a simple or succinct definition of value investing. Generally put, it is a style of investing that is in contrast to growth investing and considers valuation measures when determining stock selection. In this episode of the Foster & Motley podcast, Thom Guidi, CFA, and Mark Motley, CFA, discuss the ins and outs … Continue reading A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA →

Duration:00:26:48

A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®

6/1/2022
Private investments are different from publicly traded investments like stocks and bonds. They’re limited to a certain type of investor and have a unique set of considerations. In this episode, Rachel Rasmussen, CFA, CDFA®, discusses the lesser known topic of private investments. She references specific examples of private investments and explains how some investors can … Continue reading A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA® →

Duration:00:14:06

A Chat About Alternative Bonds with Zach Horn, MBA, CFP®, CMFC®

5/18/2022
As you approach retirement, bonds are likely to become a more significant part of your asset allocation. Typically, bonds, traditional or alternative, are a more stable way to generate cash flow to replace the paycheck that is lost moving into retirement. In this episode, Zach Horn, MBA, CFP, CMFC®, discusses why alternative bonds are a … Continue reading A Chat About Alternative Bonds with Zach Horn, MBA, CFP®, CMFC® →

Duration:00:17:12

A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®

5/11/2022
Balance is a tricky thing. Something that is balanced today may not maintain its balance; take investment portfolios, for example. When Foster & Motley begins working with a client, they balance their portfolio based on several targets, but over time rebalancing is necessary to maintain those targets. In this episode, Ryan English, CFA, CPA, CFP®, … Continue reading A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP® →

Duration:00:24:09

A Chat About Health Savings Accounts with Zach Binzer, CFP®

5/4/2022
Your health savings account may be more important and more flexible than you realize. While it was created to help people set aside funds for health care costs, the value doesn’t stop there. In this episode, Zach Binzer, CFP®, explains how you can maximize the value of your HSA and why it’s reasonable for some … Continue reading A Chat About Health Savings Accounts with Zach Binzer, CFP® →

Duration:00:11:54

A Chat About a Retirement Hobby of Beekeeping with Dave Foster and Rachel Rasmussen, CFA, CDFA®

4/20/2022
Finding a hobby you enjoy can make retirement that much sweeter. In this episode, Rachel Rasmussen, CFA, CDFA®, and Dave Foster discuss his retirement hobby of beekeeping. Dave shares about how we got into it, how he has managed to grow his operation and why he enjoys it so much. Rachel and David also chat … Continue reading A Chat About a Retirement Hobby of Beekeeping with Dave Foster and Rachel Rasmussen, CFA, CDFA® →

Duration:00:13:12

A Chat About Social Security with Luke Hail, MBA, CFP®

4/13/2022
If you understand the way Social Security works and how it’s funded, you will understand why the probability of it running out of money is extremely low. In this episode, Luke Hail, MBA, CFP®, discusses the Social Security system’s benefits and some key points to remember before taking Social Security. Luke shares more about: When … Continue reading A Chat About Social Security with Luke Hail, MBA, CFP® →

Duration:00:16:01

A Market Update for the First Quarter of 2022 with Mark Motley, CFA

4/8/2022
Some events make the world a different place, seemingly overnight. Since the invasion of Ukraine, it appears the Post-Cold War era is over and prior norms will not revert as long as Putin controls Russia. While much has changed in recent days, the benefits of Foster & Motley’s core investment strategy have not. Seeking to … Continue reading A Market Update for the First Quarter of 2022 with Mark Motley, CFA →

Duration:00:12:36

A Conversation About Charitable and Family Gifting with David Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®

3/30/2022
Don’t make a charitable gift simply to get a tax deduction; make a charitable gift because it aligns with your goals. In this episode, Dave Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®, discuss two primary ways of transferring your wealth: charitable and family gifting. They also share what you should consider when giving … Continue reading A Conversation About Charitable and Family Gifting with David Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP® →

Duration:00:38:50