25 episodes

The team from Foster Victor Wealth Advisors is excited to bring a refreshing perspective to the financial planning discussion.

Fostering Financial Victorie‪s‬ Erik Mizell

    • Investing
    • 4.9 • 16 Ratings

The team from Foster Victor Wealth Advisors is excited to bring a refreshing perspective to the financial planning discussion.

    Episode 23. Can't take it with you when you go: Estate Planning 101

    Episode 23. Can't take it with you when you go: Estate Planning 101

    Foster Victor Attorney Austin Taylor joins Erik to talk about the basics of estate planning:

    · What makes up an estate plan?
    · When do you need one & why is it important?
    · How much does it cost and how long does it take?

    How to connect with us:

    Instagram: @FosterVictorWealthAdvisors

    YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

    Connect with a Wealth Coach:

    Info@FosterVictorWA.com

    • 32 min
    Episode 22. Stump the Coach

    Episode 22. Stump the Coach

    Who knows the most about FVWA and the work we do? In the first episode of 2021, Garrett & Erik put their game faces on while Emily hosts a “Stump the Coach” trivia session. See if you can keep up!

    How to connect with us:

    Instagram: @FosterVictorWealthAdvisors

    YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

    Connect with a Wealth Coach:

    Info@FosterVictorWA.com

    • 26 min
    Episode 21. Send 2020 out with a Bang

    Episode 21. Send 2020 out with a Bang

    The clock is Tik-Tok-ing toward the end of the year! Client Engagement Specialist Emily Edwards (who happens to be our resident social media guru) joins Erik to go over the highlight reel of things to get done before the holiday season and the end of the year arrive.

    How to connect with us:

    Instagram: @FosterVictorWealthAdvisors

    YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

    Connect with a Wealth Coach:

    Info@FosterVictorWA.com

    • 25 min
    Episode 20. The Topic We’ve Avoided All Year

    Episode 20. The Topic We’ve Avoided All Year

    Are you worth more alive or dead? 2020 hasn't killed us yet, but let's talk about life insurance anyway. McCreight & Sarah join Erik on this week's episode to discuss the stigma around insurance planning and why people avoid it.


    How to connect with us:

    Instagram: @FosterVictorWealthAdvisors

    YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

    Connect with a Wealth Coach:

    Info@FosterVictorWA.com

    • 40 min
    Episode 19. Election madness: finding calm in the storm

    Episode 19. Election madness: finding calm in the storm

    Erik is joined by Rand Baughman on this episode to talk through the most common question we are hearing from clients and friends: What is going to happen with the markets if [insert either candidate] wins the election? Erik and Rand take a look back at previous election cycles and explain why you shouldn't lose any sleep over it.

    Please check out our 3-part series that provides further insight on this topic.

    https://fostervictorwa.com/market-commentary-august-2020-elections-vs-the-market-part-one-the-hoax-of-the-presidential-cycle/

    https://fostervictorwa.com/market-commentary-september-2020-elections-vs-the-market-part-two-party-on/

    https://fostervictorwa.com/market-commentary-october-2020-elections-vs-the-market-part-three-bad-timing/

    • 25 min
    Episode 18. Everything Old is New Again

    Episode 18. Everything Old is New Again

    This summer we moved to our new permanent home in the historic Hayne School building on Toy Street. In the latest Fostering Financial Victories episode, Jenny Hagadorn talks with Erik about the history of the building, and Kylie Felker explains how she tackled the massive project of coordinating a total renovation and office move during a pandemic.

    • 29 min

Customer Reviews

4.9 out of 5
16 Ratings

16 Ratings

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