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 Retirement Plan Options, Part 2

9/15/2021
When it comes to your retirement plans, it is vital for you to understand the details around contributions to your accounts and, when it comes time, the distributions from them. In this episode, Luke Hail and Rachel Rasmussen return to their discussion about retirement plan options so you can fully understand the types of retirement … Continue reading A Conversation about Retirement Plan Options, Part 2 →

Duration:00:36:15

A Conversation about Retirement Plan Options, Part 1

9/1/2021
When you are planning for your retirement, you should start sooner rather than later and figure out how to create that post-employment paycheck. In this episode, Luke Hail and Rachel Rasmussen discuss planning for retirement. Luke and Rachel aim to educate you about what types of accounts exist, how to know which one to use … Continue reading A Conversation about Retirement Plan Options, Part 1 →

Duration:00:31:34

A Conversation About Financial Planning

8/18/2021
What is a financial planner? What do they do? In this episode, David Nienaber and Tony Luckhardt sit down to discuss what the role of the financial planner encompasses and what it means to Foster & Motley specifically. David and Tony speak about what to expect from the process of working with a financial planner … Continue reading A Conversation About Financial Planning →

Duration:00:29:43

A Conversation About Investment Management

8/4/2021
We have introduced you to many investment managers and financial planners throughout this podcast, but do you really know what the roles of each are? In this episode, Ryan English and Thom Guidi explain the role of investment managers and what they do to help clients prepare for the future. Ryan and Thom aim to … Continue reading A Conversation About Investment Management →

Duration:00:30:19

A Conversation about Financial Data, Sensitive Information, and the Security of it

7/21/2021
Data privacy has become more of a concern as the world is transforming to full digital. Although companies are continuing to upgrade their security to protect your data, you need to do your part to ensure it is protected on your end. In this episode, Zach Horn and Joe Patterson, investment manager and financial planner, … Continue reading A Conversation about Financial Data, Sensitive Information, and the Security of it →

Duration:00:29:18

A Conversation about Charitable Giving

7/7/2021
When it comes to charitable giving, you have your own goals on what you want to do and how you want to give. Are you fully aware of all of the options you have when it comes to giving? In this episode, Tony Luckhardt and Rachel Rasmussen discuss what is available to you when it … Continue reading A Conversation about Charitable Giving →

Duration:00:30:17

A Conversation about Understanding Inflation

6/23/2021
Inflation is not always a bad thing, and there are many cases in which inflation is good. The question is, what can you do about it? In this episode, Ryan English and Luke Hail sit down to discuss inflation and the impacts it has on the US economy. The duo discuss how inflation works and … Continue reading A Conversation about Understanding Inflation →

Duration:00:29:38

A Conversation about Taking the Emotions Out of Investing

6/9/2021
One of the biggest issues facing all investors are the emotions that are involved. Working with an advisor, can help you to focus on the long-term and remove the emotions from financial decisions. In this episode, David Nienaber and Zach Horn discuss the benefits of working with a financial advisor when it comes to your … Continue reading A Conversation about Taking the Emotions Out of Investing →

Duration:00:30:21

A Conversation on Understanding Bonds

5/26/2021
You often hear ‘stocks and bonds’ mentioned when talking about investing, but few people go into detail about bonds. In this episode, Thom Guidi and Luke Hail discuss the ins and outs of bonds. The duo dives into the most important things you need to know when it comes to bonds, and how the usage … Continue reading A Conversation on Understanding Bonds →

Duration:00:31:23

A Conversation on Working With a Financial Advisor

5/12/2021
Have you ever wondered what a financial advisor can do for you? Or how to find the right one for you? We are here to help you answer some of these questions! In this episode, Ryan English and Tony Luckhardt dive into a conversation about financial advisors! They give information on what to expect when … Continue reading A Conversation on Working With a Financial Advisor →

Duration:00:28:42

A Conversation on Your Assets and Estate Planning With the Family

4/28/2021
Having conversations with your family about your estate plans are an important step in avoiding any issues when the time comes for someone to step in and take care of your assets. In this episode, Dave Nienaber and Thom Guidi discuss what the process of having this personal conversation with your family looks like. Dave … Continue reading A Conversation on Your Assets and Estate Planning With the Family →

Duration:00:30:05

A Conversation about Speculation Versus Investing

4/13/2021
What are the smartest decisions to make when you invest? How can you be sure that the investments you make are within your level of risk and will help you reach your goals? In this episode, Rachel Rasmussen and Joe Patterson help you answer those questions by taking a look at speculation versus investing. They … Continue reading A Conversation about Speculation Versus Investing →

Duration:00:33:21

A Conversation about Asset Allocation

3/31/2021
When managing your money, it is important to understand proper asset allocation. We are here to help you understand what this means! In this episode, we meet Ryan English and Tony Luckhardt of Foster & Motley as they help you understand what it means when they say asset allocation. They equip you with the basic … Continue reading A Conversation about Asset Allocation →

Duration:00:30:42

A Conversation about Working Toward Financial Independence

3/17/2021
Many people think that money can buy happiness, but we are here to tell you, that isn’t necessarily true! In this episode, Zach Horn and Luke Hail dive into conversation about how working toward your goals and financial independence can help you feel more confident when it comes to your finances. They discuss how planning … Continue reading A Conversation about Working Toward Financial Independence →

Duration:00:28:46

A Conversation about Estate Planning Documents and How They Impact Your Financial Assets

3/3/2021
When it comes to estate planning, there is more to it than just signing documents and moving on. In this episode, Rachel Rasmussen and David Nienaber discuss the importance of implementing your estate plan and what you can expect after you sign those initial documents. Rachel and David share some information with you to help … Continue reading A Conversation about Estate Planning Documents and How They Impact Your Financial Assets →

Duration:00:17:16

A Guide on Diversification with Thom Guidi and Joe Patterson

2/17/2021
Did you know that diversifying your portfolio can help limit the risk that is attached to it? In this episode, we meet Thom Guidi and Joe Patterson of Foster & Motley, as they dive into conversation about what it means to diversify your portfolio and the ways you can limit the risk by doing so! … Continue reading A Guide on Diversification with Thom Guidi and Joe Patterson →

Duration:00:30:25

Welcome to Foster & Motley – A Podcast about Wealth and Life

2/3/2021
Do you want to learn what you could be doing to improve your financial wellbeing? Are you interested in actionable ideas for your financial future? Would sitting in on discussions about topics in the world of investing and financial planning help you? You have found the right Podcast! In this episode, we meet Zach Horn … Continue reading Welcome to Foster & Motley – A Podcast about Wealth and Life →

Duration:00:05:00

Coming Soon

1/14/2021

Duration:00:00:27