Foster & Motley : A Podcast About Wealth & Life
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About
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.
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Recent episodes
- What Do Strategic Career Changes, Educational Investments, and Major Life Decisions Have in Common? with the Foster & Motley Team
- How Can Strategic Cash Holdings Strengthen Your Financial Stability? with Thomas Guidi, CFA
- What Strategies Can You Use To Ease Financial Stress After a Spouse Passes? with Rachel Rasmussen, MBA, CFA, CDFA® and Joe Patterson, CFP®
- How Can Understanding Your Money Mindset Help Shape Your Financial Future? with Luke Hail, MBA, CFP®, and Zach Horn, MBA, CFP®, CMFC®
- How Can You Help Your Parents Organize Their Finances and Estate Plan? with Joe Patterson, CFP®, and David Nienaber, MBA, CPA, CFP®
- Should You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
- Why Is Downsizing Not Always the Right Choice for Retirees? with Joe Patterson, CFP®, and David J. Nienaber, MBA, CPA, CFP®
- What Role Can Real Estate Play in Your Investment Strategy? with Ryan English, MBA, CFA, CPA, CFP®
- What Benefits Could Public Workers Receive From the Latest Social Security Legislation? with Nicholas Roth, CFP®
- What Conversations Can Those in the Sandwich Generation Have Now To Prepare for the Future? with Rachel Rasmussen, MBA, CFA, CDFA®, and Megan Lyons, CFP®