Financial Perspectives: The Podcast | Foster Group

Foster Group
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Financial Perspectives: The Podcast | Foster Group

Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com.

  1. 6 DAYS AGO

    Transform Your Holidays: Giving Stories & Family Activities

    This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills. Subscribe & Connect with Us! Kent KramerAshlee ViereggerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

    15 min

  2. NOV 11

    Two Ideas for Year-End Tax Savings

    In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs. Subscribe & Connect with Us! Kent KramerMarcus IwigCaleb BrownFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

    24 min

  3. OCT 7

    What Are You Waiting For?

    This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times. Subscribe & Connect with Us! Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

    9 min

  4. SEP 23

    Understanding Mortgage Rates: A Conversation with Todd Smith of Bank Iowa

    This week, Matt Moklestad has a conversation with Todd Smith, the Mortgage Director at Bank Iowa, as he breaks down the complexities of mortgage rates. With nearly 30 years of experience in the banking and mortgage industry, Todd shares insights on how mortgage rates are determined, the factors that influence them, and tips for securing the best rates. Foster Group and Bank Iowa are unaffiliated businesses with no common ownership. Bank Iowa may refer prospective clients to Foster Group and Foster Group pays Bank Iowa a percentage of the fees earned from the client or a flat dollar amount. Additional disclosure is provided to all prospective clients Bank Iowa refers. Subscribe & Connect with Us! Matt MoklestadTodd SmithFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

    14 min

  5. SEP 9

    Understanding ETFs and Factor Investing with Blackrock's Bob Hum

    This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities. Subscribe & Connect with Us! Kent KramerBlackrockFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

    34 min

  6. AUG 26

    Why We're Having Wrong Thoughts About the Election

    This week, Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic. Subscribe & Connect with Us! Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

    12 min

  7. AUG 12

    Are You Getting the Top 4% of the Market?

    How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question. Subscribe & Connect with Us! Kent KramerMichael WestphalFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

    16 min

  8. JUL 22

    Advisor Spotlight: Stacie Neussendorfer

    This week, Jason Brown is joined by Senior Lead Advisor, Stacie Neussendorfer. Hear Stacie share what she likes most about her job and how her perspective has changed over the years. Stacie also reveals what she feels clients value the most about working with Foster Group, good and bad money decisions, and what she's hopeful for in the future. Subscribe & Connect with Us! Stacie NeussendorferFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

    14 min
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5
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11 Ratings

About

Join Foster Group for Financial PerspectivesTM delivered in a brief audio format. We’ll cover timely topics related to the current economic environment and keep you up to date on investment news. We will also provide insights on how investors can maintain a long-term perspective. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com.

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