Foster & Motley : A podcast about Wealth & Life

Foster & Motley : A podcast about Wealth & Life


Latest Episodes

How Do Fed Decisions Impact Your Portfolio? with Thom Guidi, CFA and Sarah Browne, MFE, CFA
November 20, 2024

Were joined by Thomas Guidi, CFA, Investment Manager, and Sarah Browne, MFE, CFA, Fixed Income Portfolio Manager, both of Foster & Motley, Inc. Together, they discuss the Federal Reserves role and i

How Can I Destress My Investment Experience? With Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
December 13, 2023

If market fluctuations stress you out and cause you to make irrational financial choices, youre not alone. It is only human to let emotions get in the way and give in to biases. In this episode, Rach

Why Do My Advisor’s Credentials Matter? With Nick Roth, CFP®
November 29, 2023

Have you ever looked at the letters after an advisors name and wondered what they stand for? These credentials actually offer significant insight into the expertise and commitment of an advisor. In t

How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®
November 22, 2023

Are you worried about the safety of your sensitive information online? By cultivating good security habits, it is possible to significantly reduce the risk of fraud so you can sleep better at night. I

Are You Making the Most of Your Year-End Charitable Giving? With Emily K. Diaz, MAcc, CPA, CFP®
November 08, 2023

While tax savings may not be a primary driver for your charitable contributions, being aware of opportunities can help you amplify your impact. In this episode, Emily K. Diaz, MAcc, CPA, CFP, of Fos

Why Should I Invest in International Stocks? With Zach Horn, MBA, CFP®, CMFC®
November 01, 2023

Weve all heard that diversification in our investment portfolio is important, but its bigger than diversifying among US stocks only. In this episode, Zach Horn, MBA, CFP, CMFC, discusses the impor

How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®
October 25, 2023

Ever wondered about the difference between checking, savings, and brokerage accounts? In this episode, David J. Nienaber, MBA, CPA, CFP, discusses the distinctions between checking accounts, savings

When Should I Start Thinking About Planning for College? With Tony Luckhardt, MBA, CFP®, CRPC®, and Dan Bisig
October 18, 2023

In this episode, Tony R. Luckhardt, MBA, CFP, CRPC, sits down with Dan Bisig, the President and Founder of College and Beyond, to dive into the world of college planning. Get ready for valuable in

What Do Stock Breadth and Market Concentration Mean for You? with Thom Guidi, CFA
October 04, 2023

Have you recently wondered why the performance of companies like Apple, Microsoft, Amazon, Nvidia, and Google significantly impacts the overall market? Diversification is not just a buzzword, its an

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