Foster & Motley : A podcast about Wealth & Life

Foster & Motley : A podcast about Wealth & Life

Latest Episodes

Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®
September 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, CF

How Could I Benefit from Working with an Advisor that Does Tax Planning? With Zach Binzer, CFP®
September 13, 2023

Youre likely familiar with the idea that for every action, theres a corresponding reaction. This concept rings true in financial planning as well. With nearly every financial decision you make, ther

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
September 06, 2023

Youve 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 episo

How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, ​​MBA, CFP®, CRPC®
August 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 ha

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