Foster & Motley : A Podcast About Wealth & Life

What is a  financial planner? What do they do? In this episode, David Nienaber and Tony Luckhardt sit down to discuss what the role of the financial planner encompasses and what it means to Foster & Motley specifically. David and Tony speak about what to expect from the process of working with a financial planner and how it might help you balance the financial aspects of your life a little eas...

We have introduced you to many investment managers and financial planners throughout this podcast, but do you really know what the roles of each are? In this episode, Ryan English and Thom Guidi explain the role of investment managers and what they do to help clients prepare for the future. Ryan and Thom aim to give you a look into the investment manager role, so you know what to expect when worki...

Data privacy has become more of a concern as the world is transforming to full digital.  Although companies are continuing to upgrade their security to protect your data, you need to do your part to ensure it is protected on your end. In this episode, Zach Horn and Joe Patterson, investment manager and financial planner, respectively with Foster and Motley, help you understand the various ways hac...

When it comes to charitable giving, you have your own goals on what you want to do and how you want to give.  Are you fully aware of all of the options you have when it comes to giving? In this episode, Tony Luckhardt and Rachel Rasmussen discuss what is available to you when it comes to charitable giving. Tony and Rachel speak about how you are able to give both your time and money, and what givi...

Inflation is not always a bad thing, and there are many cases in which inflation is good. The question is, what can you do about it?  In this episode, Ryan English and Luke Hail sit down to discuss inflation and the impacts it has on the US economy. The duo discuss how inflation works and aim to help you understand how this recent global pandemic has affected inflation and whether or not those cha...

One of the biggest issues facing all investors are the emotions that are involved. Working with an advisor, can help you to focus on the long-term and remove the emotions from financial decisions. In this episode, David Nienaber and Zach Horn discuss the benefits of working with a financial advisor when it comes to your investments and financial planning. David and Zach share the common biases the...

You often hear ‘stocks and bonds’ mentioned when talking about investing, but few people go into detail about bonds. In this episode, Thom Guidi and Luke Hail discuss the ins and outs of bonds. The duo dives into the most important things you need to know when it comes to bonds, and how the usage of bonds might differ from a new and experienced investor. In this episode, you will learn:       The...

Have you ever wondered what a financial advisor can do for you? Or how to find the right one for you? We are here to help you answer some of these questions! In this episode, Ryan English and Tony Luckhardt dive into a conversation about financial advisors! They give information on what to expect when you are working with an advisor and the questions you should be prepared to ask so you can find a...

Having conversations with your family about your estate plans are an important step in avoiding any issues when the time comes for someone to step in and take care of your assets. In this episode, Dave Nienaber and Thom Guidi discuss what the process of having this personal conversation with your family looks like. Dave and Thom share some of their personal stories of working with clients to help...

What are the smartest decisions to make when you invest? How can you be sure that the investments you make are within your level of risk and will help you reach your goals?  In this episode, Rachel Rasmussen and Joe Patterson help you answer those questions by taking a look at speculation versus investing. They connect this topic to real situations that are happening in the market, and aim to help...

When managing your money, it is important to understand proper asset allocation. We are here to help you understand what this means!  In this episode, we meet Ryan English and Tony Luckhardt of Foster & Motley as they help you understand what it means when they say asset allocation. They equip you with the basic knowledge in order to start planning for your financial future!  In this episode,...

Many people think that money can buy happiness, but we are here to tell you, that isn’t necessarily true! In this episode, Zach Horn and Luke Hail dive into conversation about how working toward your goals and financial independence can help you feel more confident when it comes to your finances. They discuss how planning to reach your financial independence can make you feel more comfortable when...

When it comes to estate planning, there is more to it than just signing documents and moving on.  In this episode, Rachel Rasmussen and David Nienaber discuss the importance of implementing your estate plan and what you can expect after you sign those initial documents. Rachel and David share some information with you to help prevent the common concerns they hear from their clients.  In this episo...

Did you know that diversifying your portfolio can help limit the risk that is attached to it?  In this episode, we meet Thom Guidi and Joe Patterson of Foster & Motley, as they dive into conversation about what it means to diversify your portfolio and the ways you can limit the risk by doing so!  In this episode, you will learn: What is diversification?  What is the risk associated with not di...

Who is Foster & Motley, and what it means to them to be employee-owned The team approach that Foster & Motley takes when working with clients What you can expect from future episodes of this show And more! Tune in now to begin your journey with Foster & Motley - a podcast about Wealth & Life and get on the road to discovering ways you can improve your financial wellbeing! Resources...