In this episode, Foster & Motley team members reflect on the best financial decisions theyve ever made and how, in many cases, that led them to Foster & Motley. From early lessons in discipline and risk-taking to career pivots and personal milest

Thomas J. Guidi, CFA, Investment Manager, Co-Chief Investment Officer and Shareholder at Foster & Motley, Inc., explains the misunderstood role of cash in financial planning. He outlines how to approach liquidity needs, make the most of different cash

In this episode, were joined by Rachel Rasmussen, MBA, CFA, CDFA, Investment Manager and Shareholder, and Joe Patterson, CFP, Financial Planner and Shareholder, both at Foster & Motley, Inc. Together, they navigate the financial and emotional compl

In this episode, we hear from Foster & Motley, Inc.s Luke Hail, MBA, CFP, Financial Planner and Shareholder, and Zach Horn, MBA, CFP, CMFC, Managing Partner, Investment Manager and Shareholder. They discuss how money mindsets, shaped by upbringing

In this episode, were joined by David Nienaber, MBA, CPA, CFP and Joe Patterson, CFP, both Financial Planners and Shareholders at Foster & Motley, Inc.. Together, they discuss the importance of estate planning, especially when helping aging parents

Rachel Rasmussen, MBA, CFA, CDFA, Investment Manager and Shareholder, and Zach Binzer, CFP, Financial Planner and Shareholder, both of Foster & Motley, Inc., discuss the importance of evaluating financial advice. They explore how to differentiate be

Choosing where to live in retirement is about more than just finances its about creating a home that aligns with evolving needs, goals and lifestyles.In this episode, Joe Patterson, CFP, and David J. Nienaber, MBA, CPA, CFP, both Financial Planners a

Ryan English, MBA, CFA, CPA, CFP, Investment Manager and Shareholder at Foster & Motley, Inc., shares insights on real estate investing beyond the traditional do-it-yourself house flipping seen on TV. He explains different investment options, includi

Nicholas Roth, CFP,  Financial Planner at Foster & Motley, Inc., joins us to discuss the recent changes to Social Security, specifically the removal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), which could

In this episode, were joined by Rachel Rasmussen, MBA, CFA, CDFA, Investment Manager and Shareholder, and Megan Lyons, CFP, Financial Planner. They discuss the financial and emotional challenges of the sandwich generation those balancing the care of