Foster & Motley : A podcast about Wealth & Life

Foster & Motley : A podcast about Wealth & Life

Latest Episodes

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

How Much Longer Will We Talk About Inflation? With David J. Nienaber, MBA, CPA, CFP®
May 10, 2023

While many of us associate inflation with the increased costs of basic necessities such as gas, groceries, or haircuts, its impact is much broader than that. Inflation is a complex topic that affects

How Do I Plan for My Financial Future While Going Through a Divorce? With Rachel Rasmussen, MBA, CFA, CDFA®, and Joe Patterson, CFP®
May 03, 2023

Did you know that the United States ranks 4th in the world for the highest number of divorces? If youre going through a divorce, its essential to understand the financial implications that could im

What Is A Class Action Litigation? With Thom Guidi, CFA
April 26, 2023

Have you ever received a letter in the mail telling you that you are eligible for a class action lawsuit, potentially due to a purchase you made? You might be wondering why you are receiving these cry

I Recently Inherited Money, What Do I Do Next? With Zach Binzer, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
April 12, 2023

Inheriting money can be a significant event in your life, and its essential to know what to do next. Navigating the emotions associated with the loss can be hard enough, let alone dealing with financ

What Do I Need to Consider When Selling My Business? With David J. Nienaber, MBA, CPA, CFP®
April 05, 2023

The decision to sell a business can be a difficult one, especially when you have invested significant time, effort, and personal attachment. It may be one of the most significant financial decisions y

Why Should Both Partners be Involved in Household Finances? With Tony R. Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®
March 22, 2023

Many studies have shown that money can be a significant source of conflict in relationships. What if one partner is a saver and the other a spender? How do you align on your goals for the next 5, 10,

Are You Keeping Your Financial Data Secure? with Luke Hail, MBA, CFP
March 08, 2023

In todays increasingly digital world, the threat of cyber attacks is more prevalent than ever. The rise of technology has given hackers more opportunities to steal personal information and gain unaut

What Does The Secure Act 2.0 Mean For Me? With Emily Diaz, MAcc, CPA, CFP® and Zach Binzer, CFP®
March 01, 2023

While we were all celebrating the holidays, Congress was busy making new tax laws and gifting us with approximately 100 new provisions to the Secure Act. Cant you feel the legislative love? In this

Are Stock Market Corrections Normal? With Mark Motley, MBA, CFA, and Joe Patterson, CFP®
February 22, 2023

What goes up often comes down. Its just a matter of how far and how fast the decline. Stocks are no exception. In this episode, Mark Motley, MBA, CFA, and Joe Patterson, CFP, talk about stock marke