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/
Episodes
Why Do My Advisor’s Credentials Matter? With Nick Roth, CFP®
11/29/2023
Have you ever looked at the letters after an advisor’s name and wondered what they stand for? These credentials actually offer significant insight into the expertise and commitment of an advisor. In this episode, Nick Roth, CFP®, of Foster & Motley breaks down why these credentials are important and demystifies the common professional designations in … Read More Read More
Duration:00:11:43
How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®
11/22/2023
Are you worried about the safety of your sensitive information online? By cultivating good security habits, it is possible to significantly reduce the risk of fraud so you can sleep better at night. In this episode, Joe Patterson, CFP®, of Foster & Motley empowers you with the knowledge and awareness to protect your financial well-being … Read More Read More
Duration:00:24:44
Are You Making the Most of Your Year-End Charitable Giving? With Emily K. Diaz, MAcc, CPA, CFP®
11/8/2023
While tax savings may not be a primary driver for your charitable contributions, being aware of opportunities can help you amplify your impact. In this episode, Emily K. Diaz, MAcc, CPA, CFP®, of Foster & Motley shares valuable insights on year-end charitable giving, the benefits of planning ahead, and its connection to tax planning. Whether … Read More Read More
Duration:00:15:37
Why Should I Invest in International Stocks? With Zach Horn, MBA, CFP®, CMFC®
11/1/2023
We’ve all heard that diversification in our investment portfolio is important, but it’s bigger than diversifying among US stocks only. In this episode, Zach Horn, MBA, CFP®, CMFC®, discusses the importance of diversifying portfolios with international investments. He explores the differences between established and emerging markets, the historical performance of US stocks versus international stocks, … Read More Read More
Duration:00:17:47
How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®
10/25/2023
Ever wondered about the difference between checking, savings, and brokerage accounts? In this episode, David J. Nienaber, MBA, CPA, CFP®, discusses the distinctions between checking accounts, savings accounts, and brokerage accounts. He highlights benefits of each and how they function together. Additionally, he explains how brokerage accounts can be platforms for purchasing stocks, bonds, and … Read More Read More
Duration:00:12:11
When Should I Start Thinking About Planning for College? With Tony Luckhardt, MBA, CFP®, CRPC®, and Dan Bisig
10/18/2023
In this episode, Tony R. Luckhardt, MBA, CFP®, CRPC®, sits down with Dan Bisig, the President and Founder of College and Beyond, to dive into the world of college planning. Get ready for valuable insights and a positive perspective on the college journey! Dan discusses the importance of early planning, not only from a financial … Read More Read More
Duration:00:24:59
What Do Stock Breadth and Marketing Concentration Mean for You? with Thom Guidi, CFA
10/4/2023
Have you recently wondered why the performance of companies like Apple, Microsoft, Amazon, Nvidia, and Google significantly impacts the overall market? Diversification is not just a buzzword, it’s an important strategy for managing portfolio risk. If you’re unsure about your investments’ concentration, check out this episode as Thom Guidi, CFA, discusses stock concentration and market … Read More Read More
Duration:00:15:06
Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®
9/27/2023
When it comes to our day-to-day lives, delegating certain responsibilities can actually free up our mental space, giving us time to focus on what we do best. In this episode, Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®, discuss the concept of having a Chief Financial Officer (CFO) for your personal life. They explain … Read More Read More
Duration:00:16:39
How Could I Benefit from Working with an Advisor that Does Tax Planning? With Zach Binzer, CFP®
9/13/2023
You’re likely familiar with the idea that for every action, there’s a corresponding reaction. This concept rings true in financial planning as well. With nearly every financial decision you make, there aretax consequences waiting in the wings. In this episode, Zach Binzer, CFP®, discusses the nuances associated with different investment account types and how tax … Read More Read More
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
9/6/2023
You’ve seen the ads on TV and in your mailbox, but what really are the important things to know before you choose a Medicare plan? And what are the differences between Part A, B, and D? In this episode of the Foster & Motley podcast about Wealth & Life, Dave Nienaber is joined by Marisa … Read More Read More
Duration:00:26:29
How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, MBA, CFP®, CRPC®
8/30/2023
Saving for college may seem like it starts as soon as you learn about a new addition to the family. With all the discussions about 529 plans to invest in future educational expenses, recent changes have actually made things better, for the most part. In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, discusses changes to … Read More Read More
Duration:00:14:12
Is Economic Forecasting Useful? With Luke Hail, MBA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
8/16/2023
In a world where uncertainty lurks around every corner, humans have an innate desire to predict the future, particularly when it comes to things that may impact them negatively. Economic forecasting is one such endeavor, attempting to navigate the complex currents of financial markets and emerging economies. In this episode, Luke Hail, MBA, CFP®, and … Read More Read More
Duration:00:17:47
How Do Tax Extensions Work? With Emily Diaz, MAcc, CPA, CFP®
8/9/2023
When the tax deadline looms near and you find yourself in need of more time to complete your return, what steps should you take? It’s a common situation; about 12% of tax returns filed each year are extended! Maybe life got busy or perhaps you have a complicated financial situation and find yourself waiting on … Read More Read More
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
8/2/2023
Not all insurance plans are created equal, which is why having the right partner matters. In this episode, Rachel Rasmussen, MBA, CFA, CDFA®, is joined by Erin Blevins from Oswald Insurance to dive into property and casualty insurance specifically. They discuss how to make sure you have the right coverage for your situation and the … Read More Read More
Duration:00:23:26
Are Bonds Back? With Thom Guidi, CFA and Sarah Conwell, CFA
7/26/2023
Are you curious about the role of bonds in an investment portfolio and how they react to economic shifts? In this episode, Thom Guidi, CFA, and Sarah Conwell, CFA, delve into the crucial lesson of incorporating bonds into your investment strategy and what the benefits are. While bonds serve as a protective measure during bear … Read More Read More
Duration:00:24:05
Should I Consider Loaning Money to My Kids? With Joe Patterson, CFP
7/12/2023
Have you thought about supporting your children in purchasing their first home? With the increasing interest rates, there is a growing trend of parents stepping in to provide assistance with down payments or initial purchases. In this episode, Joe Patterson, CFP, delves into the burgeoning trend of family loans and examines the various strategies parents … Read More Read More
Duration:00:17:18
What’s The Best Trip You’ve Ever Taken? with The Foster & Motley Team
7/5/2023
We are traveling around the world with the individuals of Foster and Motley! Join us as we traverse the globe, guided by the insights of Zach Binzer, CFP®, Niki Williams, Joe Patterson, CFP®, Rachel Rasmussen, MBA, CFA, CDFA®, Nick Roth, CFP®, Sara Young, CFP®, Zach Horn, MBA, CFP®, CMFC®, Tony Luckhardt, MBA, CFP®, CRPC®, and … Read More Read More
Duration:00:46:49
When Should I Start Talking to My Kids About Finances? With Rachel Rasmussen, CFA, CDFA®, and Tony Luckhardt, CFP ®, CRPC®
6/28/2023
In a world where tapping your phone on a credit card machine is the norm, it can be hard for kids to grasp and truly understand the value of money but, it’s important to teach them about money, and how to prioritize saving, spending, and giving so they have a healthy relationship with money as … Read More Read More
Duration:00:26:41
Why Should Young People Have Estate Planning Documents? With Nick Roth, CFP®
6/14/2023
As you prepare to venture out into the world, it’s time to embrace real responsibility. Regardless of your current situation, taking the initiative to get essential estate planning documents is a crucial step for any young adult. In this episode, Nick Roth, CFP®, emphasizes that turning 18 brings about a significant shift in legal recognition, … Read More Read More
Duration:00:13:44
What Is A Family Letter and Why Should I Have One? With Zach Horn, MBA, CFP®, CMFC®
6/7/2023
You’ve taken care of your will, power of attorney, and established a trust, but there is one more document you should consider as you think through your estate plans: a family letter. In this episode, Zach Horn, MBA, CFP®, CMFC®, emphasizes the significance of having a family letter as a supplement to your estate planning … Read More Read More
Duration:00:13:07