18 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 Retirement Plan Options, Part 2

    A Conversation about Retirement Plan Options, Part 2

    When it comes to your retirement plans, it is vital for you to understand the details around  contributions to your accounts and, when it comes time, the distributions from them. In this episode, Luke Hail and Rachel Rasmussen return to their discussion about retirement plan options so you can fully understand the types of retirement … Continue reading A Conversation about Retirement Plan Options, Part 2 →

    • 36 min
    A Conversation about Retirement Plan Options, Part 1

    A Conversation about Retirement Plan Options, Part 1

    When you are planning for your retirement, you should start sooner rather than later and figure out how to create that post-employment paycheck. In this episode, Luke Hail and Rachel Rasmussen discuss planning for retirement. Luke and Rachel aim to educate you about what types of accounts exist, how to know which one to use … Continue reading A Conversation about Retirement Plan Options, Part 1 →

    • 31 min
    A Conversation About Financial Planning

    A Conversation About Financial Planning

    What is a  financial planner? What do they do? In this episode, David Nienaber and Tony Luckhardt sit down to discuss what the role of the financial planner encompasses and what it means to Foster & Motley specifically. David and Tony speak about what to expect from the process of working with a financial planner … Continue reading A Conversation About Financial Planning →

    • 29 min
    A Conversation About Investment Management

    A Conversation About Investment Management

    We have introduced you to many investment managers and financial planners throughout this podcast, but do you really know what the roles of each are? In this episode, Ryan English and Thom Guidi explain the role of investment managers and what they do to help clients prepare for the future. Ryan and Thom aim to … Continue reading A Conversation About Investment Management →

    • 30 min
    A Conversation about Financial Data, Sensitive Information, and the Security of it

    A Conversation about Financial Data, Sensitive Information, and the Security of it

    Data privacy has become more of a concern as the world is transforming to full digital.  Although companies are continuing to upgrade their security to protect your data, you need to do your part to ensure it is protected on your end. In this episode, Zach Horn and Joe Patterson, investment manager and financial planner, … Continue reading A Conversation about Financial Data, Sensitive Information, and the Security of it →

    • 29 min
    A Conversation about Charitable Giving

    A Conversation about Charitable Giving

    When it comes to charitable giving, you have your own goals on what you want to do and how you want to give.  Are you fully aware of all of the options you have when it comes to giving? In this episode, Tony Luckhardt and Rachel Rasmussen discuss what is available to you when it … Continue reading A Conversation about Charitable Giving →

    • 30 min

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