Foster & Motley : A podcast about Wealth & Life
Latest Episodes
Why Should Young People Have Estate Planning Documents? With Nick Roth, CFP®
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®
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®
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®
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®
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
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®
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®
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®
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
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