94 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.

    How Can I Destress My Investment Experience? With Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®

    How Can I Destress My Investment Experience? With Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®

    If market fluctuations stress you out and cause you to make irrational financial choices, you’re not alone. It is only human to let emotions get in the way and give in to biases. In this episode, Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®, help you understand how you can destress your investment experience … Read More Read More

    • 31 min
    Why Do My Advisor’s Credentials Matter? With Nick Roth, CFP®

    Why Do My Advisor’s Credentials Matter? With Nick Roth, CFP®

    Have you ever looked at the letters after an advisor’s name and wondered what they stand for? These credentials actually offer significant insight into the expertise and commitment of an advisor. In this episode, Nick Roth, CFP®, of Foster & Motley breaks down why these credentials are important and demystifies the common professional designations in … Read More Read More

    • 11 min
    How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®

    How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®

    Are you worried about the safety of your sensitive information online? By cultivating good security habits, it is possible to significantly reduce the risk of fraud so you can sleep better at night. In this episode, Joe Patterson, CFP®, of Foster & Motley empowers you with the knowledge and awareness to protect your financial well-being … Read More Read More

    • 24 min
    Are You Making the Most of Your Year-End Charitable Giving? With Emily K. Diaz, MAcc, CPA, CFP®

    Are You Making the Most of Your Year-End Charitable Giving? With Emily K. Diaz, MAcc, CPA, CFP®

    While tax savings may not be a primary driver for your charitable contributions, being aware of opportunities can help you amplify your impact.  In this episode, Emily K. Diaz, MAcc, CPA, CFP®, of Foster &  Motley shares valuable insights on year-end charitable giving, the benefits of planning ahead, and its connection to tax planning. Whether … Read More Read More

    • 15 min
    Why Should I Invest in International Stocks? With Zach Horn, MBA, CFP®, CMFC®

    Why Should I Invest in International Stocks? With Zach Horn, MBA, CFP®, CMFC®

    We’ve all heard that diversification in our investment portfolio is important, but it’s bigger than diversifying among US stocks only. In this episode, Zach Horn, MBA, CFP®, CMFC®, discusses the importance of diversifying portfolios with international investments. He explores the differences between established and emerging markets, the historical performance of US stocks versus international stocks, … Read More Read More

    • 17 min
    How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®

    How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®

    Ever wondered about the difference between checking, savings, and brokerage accounts? In this episode, David J. Nienaber, MBA, CPA, CFP®, discusses the distinctions between checking accounts, savings accounts, and brokerage accounts. He highlights benefits of each and how they function together. Additionally, he explains how brokerage accounts can be platforms for purchasing stocks, bonds, and … Read More Read More

    • 12 min

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