41 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 Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

    A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

    Protecting yourself in today’s world is more important than ever. Being proactive in developing security habits can give you a sense of comfort when it comes to your financial data. In this episode,  Emily Diaz, MAcc, CPA, CFP®, provides some reminders about ways to protect your information and shares new resources that are available to … Continue reading A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP® →

    • 19 min
    A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA

    A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA

    There is not a simple or succinct definition of value investing.  Generally put, it is a style of investing that is in contrast to growth investing and considers valuation measures when determining stock selection.  In this episode of the Foster & Motley podcast, Thom Guidi, CFA, and Mark Motley, CFA, discuss the ins and outs … Continue reading A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA →

    • 26 min
    A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®

    A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®

    Private investments are different from publicly traded investments like stocks  and bonds. They’re limited to a certain type of investor and have a unique set of considerations.  In this episode, Rachel Rasmussen, CFA, CDFA®, discusses the lesser known topic of private investments. She references specific examples of private investments and explains how some investors can … Continue reading A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA® →

    • 14 min
    A Chat About Alternative Bonds with Zach Horn, MBA, CFP®, CMFC®

    A Chat About Alternative Bonds with Zach Horn, MBA, CFP®, CMFC®

    As you approach retirement, bonds are likely to become a more significant part of your asset allocation. Typically, bonds, traditional or alternative,  are a more stable way to generate cash flow to replace the paycheck that is lost moving into retirement.  In this episode, Zach Horn, MBA, CFP, CMFC®, discusses why alternative bonds are a … Continue reading A Chat About Alternative Bonds with Zach Horn, MBA, CFP®, CMFC® →

    • 17 min
    A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®

    A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®

    Balance is a tricky thing. Something that is balanced today may not maintain its balance; take investment portfolios, for example. When Foster & Motley begins working with a client, they balance their portfolio based on several targets, but over time rebalancing is necessary to maintain those targets. In this episode, Ryan English, CFA, CPA, CFP®, … Continue reading A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP® →

    • 24 min
    A Chat About Health Savings Accounts with Zach Binzer, CFP®

    A Chat About Health Savings Accounts with Zach Binzer, CFP®

    Your health savings account may be more important and more flexible than you realize. While it was created to help people set aside funds for health care costs, the value doesn’t stop there.  In this episode, Zach Binzer, CFP®, explains how you can maximize the value of your HSA and why it’s reasonable for some … Continue reading A Chat About Health Savings Accounts with Zach Binzer, CFP® →

    • 11 min

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