Foster & Motley : A Podcast About Wealth & Life
By Foster & Motley
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Subscribers: 4
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Episodes: 116
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.
| Episode | Date |
|---|---|
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What Do Strategic Career Changes, Educational Investments, and Major Life Decisions Have in Common? with the Foster & Motley Team
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Aug 27, 2025 |
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How Can Strategic Cash Holdings Strengthen Your Financial Stability? with Thomas Guidi, CFA
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Jul 16, 2025 |
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What Strategies Can You Use To Ease Financial Stress After a Spouse Passes? with Rachel Rasmussen, MBA, CFA, CDFA® and Joe Patterson, CFP®
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Jul 02, 2025 |
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How Can Understanding Your Money Mindset Help Shape Your Financial Future? with Luke Hail, MBA, CFP®, and Zach Horn, MBA, CFP®, CMFC®
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Jun 18, 2025 |
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How Can You Help Your Parents Organize Their Finances and Estate Plan? with Joe Patterson, CFP®, and David Nienaber, MBA, CPA, CFP®
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Jun 04, 2025 |
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Should You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
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May 21, 2025 |
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Why Is Downsizing Not Always the Right Choice for Retirees? with Joe Patterson, CFP®, and David J. Nienaber, MBA, CPA, CFP®
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May 07, 2025 |
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What Role Can Real Estate Play in Your Investment Strategy? with Ryan English, MBA, CFA, CPA, CFP®
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Apr 23, 2025 |
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What Benefits Could Public Workers Receive From the Latest Social Security Legislation? with Nicholas Roth, CFP®
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Apr 09, 2025 |
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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®
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Mar 26, 2025 |
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What Should Investors Know About Non-Traditional Fixed Income? with Sarah Browne, MFE, CFA
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Mar 12, 2025 |
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Could Better Cybersecurity Habits Save You From Digital Threats? with James L. Combs and Lucas P. Hail, MBA, CFP®
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Feb 26, 2025 |
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Do You Know the New Rules for Your Inherited IRA? with Nicholas Roth, CFP®
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Feb 06, 2025 |
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How Can Wealth Managers Balance AI Innovation and Security? with Thomas J. Guidi, CFA, and David J. Nienaber, MBA, CPA, CFP®
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Jan 22, 2025 |
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How Can You Take Control of Your Finances? with Joe Patterson, CFP®
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Jan 08, 2025 |
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How Can You Avoid Retirement Rollover Pitfalls? with Zach Binzer, CFP®, and Heidi Lenhart
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Dec 18, 2024 |
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How Will You Be Impacted by Potential Upcoming Tax Changes? with Luke Hail, MBA, CFP®, and Megan Lyons, CFP®
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Dec 04, 2024 |
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How Do Fed Decisions Impact Your Portfolio? with Thom Guidi, CFA and Sarah Browne, MFE, CFA
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Nov 20, 2024 |
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What Do You Need To Know About Executive Compensation? with Joe Patterson, CFP®
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Oct 23, 2024 |
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How Will the 2024 Election Impact My Portfolio? With Ryan English, MBA, CFA, CPA, CFP®
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Oct 11, 2024 |
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How Can Aggressive Savings Today Lead to Early Retirement? with Nicholas Roth, CFP®
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Sep 25, 2024 |
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How Can Wealth Management Milestones Guide Your Financial Journey? With Rachel Rasmussen, MBA, CFA, CDFA®, and Megan Lyons, CFP®
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Sep 11, 2024 |
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How Can I Destress My Investment Experience? With Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
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Dec 13, 2023 |
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Why Do My Advisor’s Credentials Matter? With Nick Roth, CFP®
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Nov 29, 2023 |
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How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®
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Nov 22, 2023 |
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Are You Making the Most of Your Year-End Charitable Giving? With Emily K. Diaz, MAcc, CPA, CFP®
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Nov 08, 2023 |
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Why Should I Invest in International Stocks? With Zach Horn, MBA, CFP®, CMFC®
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Nov 01, 2023 |
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How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®
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Oct 25, 2023 |
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When Should I Start Thinking About Planning for College? With Tony Luckhardt, MBA, CFP®, CRPC®, and Dan Bisig
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Oct 18, 2023 |
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What Do Stock Breadth and Market Concentration Mean for You? with Thom Guidi, CFA
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Oct 04, 2023 |
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Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®
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Sep 27, 2023 |
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How Could I Benefit from Working with an Advisor that Does Tax Planning? With Zach Binzer, CFP®
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Sep 13, 2023 |
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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
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Sep 06, 2023 |
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How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, MBA, CFP®, CRPC®
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Aug 30, 2023 |
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Is Economic Forecasting Useful? With Luke Hail, MBA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
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Aug 16, 2023 |
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How Do Tax Extensions Work? With Emily Diaz, MAcc, CPA, CFP®
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Aug 09, 2023 |
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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
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Aug 02, 2023 |
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Are Bonds Back? With Thom Guidi, CFA and Sarah Conwell, CFA
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Jul 26, 2023 |
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Should I Consider Loaning Money to My Kids? With Joe Patterson, CFP
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Jul 12, 2023 |
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What’s The Best Trip You’ve Ever Taken? with The Foster & Motley Team
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Jul 05, 2023 |
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When Should I Start Talking to My Kids About Finances? With Rachel Rasmussen, CFA, CDFA®, and Tony Luckhardt, CFP ®, CRPC®
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Jun 28, 2023 |
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Why Should Young People Have Estate Planning Documents? With Nick Roth, CFP®
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Jun 14, 2023 |
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What Is A Family Letter and Why Should I Have One? With Zach Horn, MBA, CFP®, CMFC®
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Jun 07, 2023 |
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How Do I Handle Stock Awards and Executive Compensation? With Joe Patterson, CFP®
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May 24, 2023 |
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How Much Longer Will We Talk About Inflation? With David J. Nienaber, MBA, CPA, CFP®
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May 10, 2023 |
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How Do I Plan for My Financial Future While Going Through a Divorce? With Rachel Rasmussen, MBA, CFA, CDFA®, and Joe Patterson, CFP®
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May 03, 2023 |
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What Is A Class Action Litigation? With Thom Guidi, CFA
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Apr 26, 2023 |
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I Recently Inherited Money, What Do I Do Next? With Zach Binzer, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
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Apr 12, 2023 |
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What Do I Need to Consider When Selling My Business? With David J. Nienaber, MBA, CPA, CFP®
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Apr 05, 2023 |
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Why Should Both Partners be Involved in Household Finances? With Tony R. Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®
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Mar 22, 2023 |
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Are You Keeping Your Financial Data Secure? with Luke Hail, MBA, CFP
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Mar 08, 2023 |
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What Does The Secure Act 2.0 Mean For Me? With Emily Diaz, MAcc, CPA, CFP® and Zach Binzer, CFP®
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Mar 01, 2023 |
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Are Stock Market Corrections Normal? With Mark Motley, MBA, CFA, and Joe Patterson, CFP®
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Feb 22, 2023 |
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Is Your Cash Working for You? With Thom Guidi, CFA
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Feb 08, 2023 |
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Why Are Two Advisors Better Than One? With David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
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Feb 01, 2023 |
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A Market Update for The Fourth Quarter of 2022 With Mark Motley, MBA, CFA
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Jan 11, 2023 |
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A Conversation About Behavioral Finance with Nick Roth, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
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Dec 28, 2022 |
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A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®
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Dec 14, 2022 |
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A Chat About Portfolio Income With Thom Guidi, CFA
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Nov 30, 2022 |
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A Conversation About Giving Back
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Nov 22, 2022 |
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A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®
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Nov 09, 2022 |
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A Conversation About Interest Rates With David Nienaber, MBA, CPA, CFP®, and Rachel Rasmussen, MBA, CFA, CDFA®
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Nov 02, 2022 |
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A Conversation About The History of Foster & Motley with Dave Foster and Mark Motley
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Oct 26, 2022 |
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A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®
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Oct 19, 2022 |
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A Market Update For The Third Quarter With Mark Motley, CFA
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Oct 08, 2022 |
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A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA
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Sep 28, 2022 |
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A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®
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Sep 21, 2022 |
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A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA®
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Sep 14, 2022 |
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A Chat About Benchmarks with Thom Guidi, CFA
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Aug 31, 2022 |
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A Chat About 529 Accounts and College Planning with Nick Roth, CFP®
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Aug 17, 2022 |
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A Chat About Cash Flow with Luke Hail, MBA, CFP®
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Aug 03, 2022 |
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A Chat About The Yield Curve with Ryan English, CFA, CPA, CFP® and Sarah Conwell, MFE
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Jul 27, 2022 |
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A Chat About Planning For The Unexpected with Tony Luckhardt, MBA, CFP, CRPC®
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Jul 20, 2022 |
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A Market Update for the Second Quarter of 2022 with Mark Motley, CFA
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Jul 08, 2022 |
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A Chat About Balance Sheets with Joe Patterson, CFP®
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Jun 29, 2022 |
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A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®
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Jun 15, 2022 |
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A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA
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Jun 08, 2022 |
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A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®
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Jun 01, 2022 |
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A Chat About Alternative Bonds with Zach Horn, MBA, CFP®, CMFC®
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May 18, 2022 |
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A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®
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May 11, 2022 |
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A Chat About Health Savings Accounts with Zach Binzer, CFP®
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May 04, 2022 |
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A Chat About a Retirement Hobby of Beekeeping with Dave Foster and Rachel Rasmussen, CFA, CDFA®
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Apr 20, 2022 |
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A Chat About Social Security with Luke Hail, MBA, CFP®
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Apr 13, 2022 |
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A Market Update for the First Quarter of 2022 with Mark Motley, CFA
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Apr 08, 2022 |
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A Conversation About Charitable and Family Gifting with David Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®
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Mar 30, 2022 |
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A Chat About Risk Tolerance with Ryan English CFA, CPA, CFP®
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Mar 23, 2022 |
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A Conversation About Estate Tax with Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®
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Mar 09, 2022 |
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A Chat About Required Minimum Distributions with Nick Roth, CFP®
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Mar 02, 2022 |
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A Chat About Investment Sectors with Thom Guidi, CFA
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Feb 23, 2022 |
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A Conversation About 2021 and What’s Ahead with Zach Horn, MBA, CFP®, CMFC® and Nick Roth, CFP®
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Feb 22, 2022 |
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A Chat About Our 2022 Podcast Season With Joe Patterson, CFP®
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Feb 09, 2022 |
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A Conversation About Working With an Estate Planning Attorney With Jacob Samad
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Dec 22, 2021 |
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A Conversation About the First Year of a Wealth Management Experience
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Dec 08, 2021 |
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A Conversation About Our Gratitude
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Nov 22, 2021 |
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A Conversation About Elements of a Wealth Management Engagement
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Nov 10, 2021 |
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A Conversation About Young Adult Financial Planning, Part Two
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Oct 27, 2021 |
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A Conversation About Young Adult Financial Planning, Part One
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Oct 13, 2021 |
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A Conversation About Tax Planning and How It Impacts Your Portfolio and Future Goals
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Sep 29, 2021 |
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A Conversation about Retirement Plan Options, Part 2
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Sep 15, 2021 |
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A Conversation about Retirement Plan Options, Part 1
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Sep 01, 2021 |
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A Conversation About Financial Planning
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Aug 18, 2021 |
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A Conversation About Investment Management
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Aug 04, 2021 |
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A Conversation about Financial Data, Sensitive Information, and the Security of it
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Jul 21, 2021 |
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A Conversation about Charitable Giving
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Jul 07, 2021 |
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A Conversation about Understanding Inflation
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Jun 23, 2021 |
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A Conversation about Taking the Emotions Out of Investing
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Jun 09, 2021 |
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A Conversation on Understanding Bonds
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May 26, 2021 |
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A Conversation on Working With a Financial Advisor
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May 12, 2021 |
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A Conversation on Your Assets and Estate Planning With the Family
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Apr 28, 2021 |
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A Conversation about Speculation Versus Investing
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Apr 14, 2021 |
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A Conversation about Asset Allocation
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Mar 31, 2021 |
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A Conversation about Working Toward Financial Independence
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Mar 17, 2021 |
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A Conversation about Estate Planning Documents and How They Impact Your Financial Assets
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Mar 03, 2021 |
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A Guide on Diversification with Thom Guidi and Joe Patterson
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Feb 17, 2021 |
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Welcome to Foster & Motley – A Podcast about Wealth and Life
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Feb 03, 2021 |
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Coming Soon
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Jan 14, 2021 |