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Foster & Motley : A podcast about Wealth & Life

by Foster & Motley

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.

Episodes

A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

13m · Published 14 Dec 11:00

When the markets are down, there may still be opportunities. In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more. Joe also discusses: Opportunities for implementation of tax loss harvesting Why this might be a … Continue reading →

A Chat About Portfolio Income With Thom Guidi, CFA

24m · Published 30 Nov 11:00

The investments in your portfolio usually grow. At least that’s the goal. But those investments may also generate income. So what is portfolio income and what role can it play, especially in retirement? In this episode, Thom Guidi, CFA, discusses the importance of portfolio income and the impact of portfolio income in a down market. … Continue reading →

A Conversation About Giving Back

26m · Published 22 Nov 11:00

There never seems to be enough time, until you share it. The same can be true for treasure and talent. The people at Foster and Motley value all of these, and some of those people are here to share how they give back a bit of their time, treasures, and talent. In this episode, you … Continue reading →

A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®

12m · Published 09 Nov 11:00

Charitable giving is good for the soul. But it may also be good for your taxes. In this episode, Emily Diaz, MAcc, CPA, CFP®, will run through the basics and the benefits of charitable giving. Emily shares more about: The most common way to give charitable gifts Why you only get a deduction if you’re … Continue reading →

A Conversation About Interest Rates With David Nienaber, MBA, CPA, CFP®, and Rachel Rasmussen, MBA, CFA, CDFA®

24m · Published 02 Nov 11:00

We are in a period of significant change with interest rates and it’s happened in a period of about six months. In this episode, David Nienaber, MBA, CPA, CFP®, and Rachel Rasmussen, MBA, CFA, CDFA®, talk about how inflation is impacting many areas of people’s finances. David and Rachel share more about: How inflation impacts … Continue reading →

A Conversation About The History of Foster & Motley with Dave Foster and Mark Motley

27m · Published 26 Oct 11:00

Peanut butter and jelly, Laverne and Shirley, Foster and Motley. All of these iconic pairs have changed the game in their own right. For more than a year, the financial planners and investment managers at Foster and Motley have shared their knowledge and insights on this podcast. But how did the firm come to be? … Continue reading →

A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®

23m · Published 19 Oct 11:00

True financial independence is when you’re working because you want to and not because you have to. Understanding what you have and what your goals are is the first step to becoming financially independent. In this episode, Thom Guidi, CFA, and Luke Hail, MBA, CFP®, discuss what it means to be financially independent and provide … Continue reading →

A Market Update For The Third Quarter With Mark Motley, CFA

8m · Published 07 Oct 22:14

In the third quarter of 2022 the bear market resumed, making this the longest lasting decline since 2009. Since our last update, we saw the stock index go down by 5% affecting everything from investing to buying and selling property. In this episode, Mark Motley discusses the progression of the stock market since the second … Continue reading →

A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA

30m · Published 28 Sep 11:00

There comes a time in your life when you may not welcome being another year older. But if you plan ahead, it can make the difference between a senior lifestyle you choose and the one that someone else chooses for you. In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA, discuss some … Continue reading →

A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®

19m · Published 21 Sep 11:00

Losing a loved one is an emotional time. One way you can make dealing with it a little easier for your loved ones, is to have a strong estate plan and family letter in place. Your appointed executor is there to make your final wishes come to pass, but they need to know what you … Continue reading →

Foster & Motley : A podcast about Wealth & Life has 59 episodes in total of non- explicit content. Total playtime is 22:18:59. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on February 25th, 2024 03:13.