Foster & Motley : A podcast about Wealth & Life

Foster & Motley : A podcast about Wealth & Life


Latest Episodes

Is Economic Forecasting Useful? With Luke Hail, MBA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
August 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 i

How Do Tax Extensions Work? With Emily Diaz, MAcc, CPA, CFP®
August 09, 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? Its a common situation; about 12% of tax returns filed each year are e

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
August 02, 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 in

Are Bonds Back? With Thom Guidi, CFA and Sarah Conwell, CFA
July 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 i

Should I Consider Loaning Money to My Kids? With Joe Patterson, CFP
July 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 pay

What’s The Best Trip You’ve Ever Taken? with The Foster & Motley Team
July 05, 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

When Should I Start Talking to My Kids About Finances? With Rachel Rasmussen, CFA, CDFA®, and Tony Luckhardt, CFP ®, CRPC®
June 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, its important to teach them about money, and h

Why Should Young People Have Estate Planning Documents? With Nick Roth, CFP®
June 14, 2023

As you prepare to venture out into the world, its time to embrace real responsibility. Regardless of your current situation, taking the initiative to get essential estate planning documents is a cruc

What Is A Family Letter and Why Should I Have One? With Zach Horn, MBA, CFP®, CMFC®
June 07, 2023

Youve 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,

How Do I Handle Stock Awards and Executive Compensation? With Joe Patterson, CFP®
May 24, 2023

It is a wonderful thing when you reach a point in your career where you receive additional compensation such as stock awards. However, not all stock grants are created equal, and understanding the nua