
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.
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
Website:
https://www.fosterandmotley.com/
Why Do My Advisor’s Credentials Matter? With Nick Roth, CFP®
Duration:00:11:43
How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®
Duration:00:24:44
Are You Making the Most of Your Year-End Charitable Giving? With Emily K. Diaz, MAcc, CPA, CFP®
Duration:00:15:37
Why Should I Invest in International Stocks? With Zach Horn, MBA, CFP®, CMFC®
Duration:00:17:47
How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®
Duration:00:12:11
When Should I Start Thinking About Planning for College? With Tony Luckhardt, MBA, CFP®, CRPC®, and Dan Bisig
Duration:00:24:59
What Do Stock Breadth and Marketing Concentration Mean for You? with Thom Guidi, CFA
Duration:00:15:06
Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®
Duration:00:16:39
How Could I Benefit from Working with an Advisor that Does Tax Planning? With Zach Binzer, CFP®
Duration:00:11:23
How Can I Select A Medicare Plan That is Right For Me? With Dave Nienaber, MBA, CPA, CFP(R) and special guest, Marisa O’Neill of RetireMed
Duration:00:26:29
How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, MBA, CFP®, CRPC®
Duration:00:14:12
Is Economic Forecasting Useful? With Luke Hail, MBA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
Duration:00:17:47
How Do Tax Extensions Work? With Emily Diaz, MAcc, CPA, CFP®
Duration:00:10:40
What is Property & Casualty Insurance and how do I make sure I have the right Coverage? With Rachel Rasmussen, MBA, CFA, CDFA®, and guest, Erin Blevins
Duration:00:23:26
Are Bonds Back? With Thom Guidi, CFA and Sarah Conwell, CFA
Duration:00:24:05
Should I Consider Loaning Money to My Kids? With Joe Patterson, CFP
Duration:00:17:18
What’s The Best Trip You’ve Ever Taken? with The Foster & Motley Team
Duration:00:46:49
When Should I Start Talking to My Kids About Finances? With Rachel Rasmussen, CFA, CDFA®, and Tony Luckhardt, CFP ®, CRPC®
Duration:00:26:41
Why Should Young People Have Estate Planning Documents? With Nick Roth, CFP®
Duration:00:13:44
What Is A Family Letter and Why Should I Have One? With Zach Horn, MBA, CFP®, CMFC®
Duration:00:13:07