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

You’re likely familiar with the idea that for every action, there’s a corresponding reaction. This concept rings true in financial planning as well. With nearly every financial decision you make, there aretax consequences waiting in the wings. In this episode, Zach Binzer, CFP®, discusses the nuances associated with different investment account types and how tax … Continue reading How Could I Benefit from Working with an Advisor that Does Tax Planning? With Zach Binzer, CFP® →

You’ve seen the ads on TV and in your mailbox, but what really are the important things to know before you choose a Medicare plan? And what are the differences between Part A, B, and D?  In this episode of the Foster & Motley podcast about Wealth & Life, Dave Nienaber is joined by Marisa … Continue reading How Can I Select A Medicare Plan That is Right For Me? With Dave Nienaber, MBA, CPA, CFP(R) and special guest, Marisa O’Neill of RetireMed →

Saving for college may seem like it starts as soon as you learn about a new addition to the family. With all the discussions about 529 plans to invest in future educational expenses, recent changes have actually made things better, for the most part. In this episode, Tony Luckhardt, ​​MBA, CFP®, CRPC®, discusses changes to … Continue reading How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, ​​MBA, CFP®, CRPC® →

In a world where uncertainty lurks around every corner, humans have an innate desire to predict the future, particularly when it comes to things that may impact them negatively. Economic forecasting is one such endeavor, attempting to navigate the complex currents of financial markets and emerging economies.  In this episode, Luke Hail, MBA, CFP®, and … Continue reading Is Economic Forecasting Useful? With Luke Hail, MBA, CFP®, and Ryan English, MBA, CFA, CPA, CFP® →

When the tax deadline looms near and you find yourself in need of more time to complete your return, what steps should you take? It’s a common situation; about 12% of tax returns filed each year are extended! Maybe life got busy or perhaps you have a complicated financial situation and find yourself waiting on … Continue reading How Do Tax Extensions Work? With Emily Diaz, MAcc, CPA, CFP® →

Not all insurance plans are created equal, which is why having the right partner matters. In this episode, Rachel Rasmussen, MBA, CFA, CDFA®, is joined by Erin Blevins from Oswald Insurance to dive into property and casualty insurance specifically.  They discuss how to make sure you have the right coverage for your situation and  the … Continue reading What is Property & Casualty Insurance and how do I make sure I have the right Coverage? With Rachel Rasmussen, MBA, CFA, CDFA®, and guest, Erin Blevins →