Foster & Motley : A podcast about Wealth & Life

Foster & Motley : A podcast about Wealth & Life

Latest Episodes

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

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,