51 episodes

The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.

Foster & Motley : A podcast about Wealth & Life Foster & Motley

    • Business

The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.

    A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA

    A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA

    There comes a time in your life when you may not welcome being another year older. But if you plan ahead, it can make the difference between a senior lifestyle you choose and the one that someone else chooses for you. In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA, discuss some … Continue reading A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA →

    • 30 min
    A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®

    A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®

    Losing a loved one is an emotional time. One way you can make dealing with it a little easier for your loved ones, is to have a strong estate plan and family letter in place. Your appointed executor is there to make your final wishes come to pass, but they need to know what you … Continue reading A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC® →

    • 19 min
    A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA®

    A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA®

    Maybe it’s your goal to own a lake house or a second home. But have you thought about what buying versus renting might look like for your scenario? In this episode, Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA® discuss the pros and cons of owning versus renting and what might make sense for … Continue reading A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA® →

    • 23 min
    A Chat About Benchmarks with Thom Guidi, CFA

    A Chat About Benchmarks with Thom Guidi, CFA

    So you think your investments are doing well, or perhaps you think they are performing poorly. But compared to what? In this episode, Thom Guidi, CFA, explains what a benchmark is and shares some examples.  He also talks about why it’s important  to review your performance compared to benchmarks. Thom shares more about: Why benchmarks … Continue reading A Chat About Benchmarks with Thom Guidi, CFA →

    • 11 min
    A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

    A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

    Have you considered opening up a 529 account? There may be more to consider than you realize!  In this episode, Nick Roth, CFP®, will help you understand some of the general rules and benefits behind 529 accounts. He also shares the impact that 529 accounts can have on an individual’s eligibility for financial aid. Nick … Continue reading A Chat About 529 Accounts and College Planning with Nick Roth, CFP® →

    • 18 min
    A Chat About Cash Flow with Luke Hail, MBA, CFP®

    A Chat About Cash Flow with Luke Hail, MBA, CFP®

    Cash flow is what comes and goes out of your household, and defines what you are doing in the world in many ways.  In this episode, Luke Hail, MBA, CFP®, will help give you a clear understanding of why understanding your cash flow matters.  Luke shares more about: The concept of cash flow How to … Continue reading A Chat About Cash Flow with Luke Hail, MBA, CFP® →

    • 14 min