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...

Episodes

What Do Strategic Career Changes, Educational Investments, and Major Life Decisions Have in Common? with the Foster & Motley Team

How Can Strategic Cash Holdings Strengthen Your Financial Stability? with Thomas Guidi, CFA

What Strategies Can You Use To Ease Financial Stress After a Spouse Passes? with Rachel Rasmussen, MBA, CFA, CDFA® and Joe Patterson, CFP®

How Can Understanding Your Money Mindset Help Shape Your Financial Future? with Luke Hail, MBA, CFP®, and Zach Horn, MBA, CFP®, CMFC®

How Can You Help Your Parents Organize Their Finances and Estate Plan? with Joe Patterson, CFP®, and David Nienaber, MBA, CPA, CFP®

Should You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®

Why Is Downsizing Not Always the Right Choice for Retirees? with Joe Patterson, CFP®, and David J. Nienaber, MBA, CPA, CFP®

What Role Can Real Estate Play in Your Investment Strategy? with Ryan English, MBA, CFA, CPA, CFP®

What Benefits Could Public Workers Receive From the Latest Social Security Legislation? with Nicholas Roth, CFP®

What Conversations Can Those in the Sandwich Generation Have Now To Prepare for the Future? with Rachel Rasmussen, MBA, CFA, CDFA®, and Megan Lyons, CFP®

What Should Investors Know About Non-Traditional Fixed Income? with Sarah Browne, MFE, CFA

Could Better Cybersecurity Habits Save You From Digital Threats? with James L. Combs and Lucas P. Hail, MBA, CFP®

Do You Know the New Rules for Your Inherited IRA? with Nicholas Roth, CFP®

How Can Wealth Managers Balance AI Innovation and Security? with Thomas J. Guidi, CFA, and David J. Nienaber, MBA, CPA, CFP®

How Can You Take Control of Your Finances? with Joe Patterson, CFP®

How Can You Avoid Retirement Rollover Pitfalls? with Zach Binzer, CFP®, and Heidi Lenhart

How Will You Be Impacted by Potential Upcoming Tax Changes? with Luke Hail, MBA, CFP®, and Megan Lyons, CFP®

How Do Fed Decisions Impact Your Portfolio? with Thom Guidi, CFA and Sarah Browne, MFE, CFA

What Do You Need To Know About Executive Compensation? with Joe Patterson, CFP®

How Will the 2024 Election Impact My Portfolio? With Ryan English, MBA, CFA, CPA, CFP®