Foster & Motley : A podcast about Wealth & Life
Latest Episodes
A Chat About a Retirement Hobby of Beekeeping with Dave Foster and Rachel Rasmussen, CFA, CDFA®
Finding a hobby you enjoy can make retirement that much sweeter. In this episode, Rachel Rasmussen, CFA, CDFA®, and Dave Foster discuss his retirement hobby of beekeeping. Dave shares about how we go
A Chat About Social Security with Luke Hail, MBA, CFP®
If you understand the way Social Security works and how it’s funded, you will understand why the probability of it running out of money is extremely low. In this episode, Luke Hail, MBA, CFP®, discus
A Market Update for the First Quarter of 2022 with Mark Motley, CFA
Some events make the world a different place, seemingly overnight. Since the invasion of Ukraine, it appears the Post-Cold War era is over and prior norms will not revert as long as Putin controls Rus
A Conversation About Charitable and Family Gifting with David Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®
Don’t make a charitable gift simply to get a tax deduction; make a charitable gift because it aligns with your goals. In this episode, Dave Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®, dis
A Chat About Risk Tolerance with Ryan English CFA, CPA, CFP®
Many people’s instinct is to sell when the market takes a hit, but making those decisions based on emotion seldom has the best outcome. In this episode, Ryan English, MBA, CFA, CPA, CFP®, shares his
A Conversation About Estate Tax with Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®
Estate tax doesn’t necessarily affect everyone, but for those it does impact, it can be a big deal. Also, the laws around it have changed several times, and are expected to again soon. In this episod
A Chat About Required Minimum Distributions with Nick Roth, CFP®
Required minimum distribution rules impact almost everyone at some point in their lives. Do you know what to expect so you can avoid the high cost that comes with missing an RMD? In this episode, Nic
A Chat About Investment Sectors with Thom Guidi, CFA
To truly understand the stock market, it is important to understand how stocks are divided into different sectors. Having a grasp on these sectors can benefit you in the long run. In this episode, Th
A Conversation About 2021 and What’s Ahead with Zach Horn, MBA, CFP®, CMFC® and Nick Roth, CFP®
It’s 2022 and everyone is still dealing with the impact of COVID-19 along with many other changes that affect your financial life. But, at Foster & Motley, they continue to adapt in new ways to help t
A Chat About Our 2022 Podcast Season With Joe Patterson, CFP®
After a year of discussing all things wealth and life, it is time to venture into more condensed conversations with our new short series. Don’t worry, we’ll still give some topics the full 30 minutes