Foster & Motley : A Podcast About Wealth & Life
Podcast image
What Do Strategic Career Changes, Educational Investments, and Major Life Decisions Have in Common? with the Foster & Motley Team
24 mins; August 26, 2025
How Can Strategic Cash Holdings Strengthen Your Financial Stability? with Thomas Guidi, CFA
11 mins; July 15, 2025
What Strategies Can You Use To Ease Financial Stress After a Spouse Passes? with Rachel Rasmussen, MBA, CFA, CDFA® and Joe Patterson, CFP®
29 mins; July 01, 2025
How Can Understanding Your Money Mindset Help Shape Your Financial Future? with Luke Hail, MBA, CFP®, and Zach Horn, MBA, CFP®, CMFC®
27 mins; June 17, 2025
How Can You Help Your Parents Organize Their Finances and Estate Plan? with Joe Patterson, CFP®, and David Nienaber, MBA, CPA, CFP®
28 mins; June 03, 2025
Should You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
14 mins; May 21, 2025
Why Is Downsizing Not Always the Right Choice for Retirees? with Joe Patterson, CFP®, and David J. Nienaber, MBA, CPA, CFP®
27 mins; May 06, 2025
What Role Can Real Estate Play in Your Investment Strategy? with Ryan English, MBA, CFA, CPA, CFP®
12 mins; April 22, 2025
What Benefits Could Public Workers Receive From the Latest Social Security Legislation? with Nicholas Roth, CFP®
12 mins; April 08, 2025
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®
27 mins; March 25, 2025
What Should Investors Know About Non-Traditional Fixed Income? with Sarah Browne, MFE, CFA
11 mins; March 11, 2025
Could Better Cybersecurity Habits Save You From Digital Threats? with James L. Combs and Lucas P. Hail, MBA, CFP®
29 mins; February 25, 2025
Do You Know the New Rules for Your Inherited IRA? with Nicholas Roth, CFP®
16 mins; February 06, 2025
How Can Wealth Managers Balance AI Innovation and Security? with Thomas J. Guidi, CFA, and David J. Nienaber, MBA, CPA, CFP®
32 mins; January 21, 2025
How Can You Take Control of Your Finances? with Joe Patterson, CFP®
20 mins; January 08, 2025
How Can You Avoid Retirement Rollover Pitfalls? with Zach Binzer, CFP®, and Heidi Lenhart
23 mins; December 18, 2024
How Will You Be Impacted by Potential Upcoming Tax Changes? with Luke Hail, MBA, CFP®, and Megan Lyons, CFP®
24 mins; December 04, 2024
How Do Fed Decisions Impact Your Portfolio? with Thom Guidi, CFA and Sarah Browne, MFE, CFA
14 mins; November 20, 2024
What Do You Need To Know About Executive Compensation? with Joe Patterson, CFP®
24 mins; October 23, 2024
How Will the 2024 Election Impact My Portfolio? With Ryan English, MBA, CFA, CPA, CFP®
11 mins; October 11, 2024
How Can Aggressive Savings Today Lead to Early Retirement? with Nicholas Roth, CFP®
17 mins; September 25, 2024
How Can Wealth Management Milestones Guide Your Financial Journey? With Rachel Rasmussen, MBA, CFA, CDFA®, and Megan Lyons, CFP®
32 mins; September 11, 2024
How Can I Destress My Investment Experience? With Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
31 mins; December 13, 2023
Why Do My Advisor’s Credentials Matter? With Nick Roth, CFP®
11 mins; November 29, 2023
How Can I Safeguard My Sensitive Information Online? With Joe Patterson, CFP®
24 mins; November 22, 2023
Are You Making the Most of Your Year-End Charitable Giving? With Emily K. Diaz, MAcc, CPA, CFP®
15 mins; November 08, 2023
Why Should I Invest in International Stocks? With Zach Horn, MBA, CFP®, CMFC®
17 mins; November 01, 2023
How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®
12 mins; October 25, 2023
When Should I Start Thinking About Planning for College? With Tony Luckhardt, MBA, CFP®, CRPC®, and Dan Bisig
24 mins; October 18, 2023
What Do Stock Breadth and Market Concentration Mean for You? with Thom Guidi, CFA
15 mins; October 04, 2023
Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®
16 mins; September 27, 2023
How Could I Benefit from Working with an Advisor that Does Tax Planning? With Zach Binzer, CFP®
11 mins; September 13, 2023
How Can I Select A Medicare Plan That is Right For Me? With Dave Nienaber, MBA, CPA, CFP(R) and special guest, Marisa O’Neill of RetireMed
26 mins; September 06, 2023
How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, ​​MBA, CFP®, CRPC®
14 mins; August 30, 2023
Is Economic Forecasting Useful? With Luke Hail, MBA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
17 mins; August 16, 2023
How Do Tax Extensions Work? With Emily Diaz, MAcc, CPA, CFP®
10 mins; August 09, 2023
What is Property & Casualty Insurance and how do I make sure I have the right Coverage? With Rachel Rasmussen, MBA, CFA, CDFA®, and guest, Erin Blevins
23 mins; August 02, 2023
Are Bonds Back? With Thom Guidi, CFA and Sarah Conwell, CFA
24 mins; July 26, 2023
Should I Consider Loaning Money to My Kids? With Joe Patterson, CFP
17 mins; July 12, 2023
What’s The Best Trip You’ve Ever Taken? with The Foster & Motley Team
46 mins; July 05, 2023
When Should I Start Talking to My Kids About Finances? With Rachel Rasmussen, CFA, CDFA®, and Tony Luckhardt, CFP ®, CRPC®
26 mins; June 28, 2023
Why Should Young People Have Estate Planning Documents? With Nick Roth, CFP®
13 mins; June 14, 2023
What Is A Family Letter and Why Should I Have One? With Zach Horn, MBA, CFP®, CMFC®
13 mins; June 07, 2023
How Do I Handle Stock Awards and Executive Compensation? With Joe Patterson, CFP®
19 mins; May 24, 2023
How Much Longer Will We Talk About Inflation? With David J. Nienaber, MBA, CPA, CFP®
15 mins; May 10, 2023
How Do I Plan for My Financial Future While Going Through a Divorce? With Rachel Rasmussen, MBA, CFA, CDFA®, and Joe Patterson, CFP®
25 mins; May 03, 2023
What Is A Class Action Litigation? With Thom Guidi, CFA
10 mins; April 26, 2023
I Recently Inherited Money, What Do I Do Next? With Zach Binzer, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
20 mins; April 12, 2023
What Do I Need to Consider When Selling My Business? With David J. Nienaber, MBA, CPA, CFP®
18 mins; April 05, 2023
Why Should Both Partners be Involved in Household Finances? With Tony R. Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®
21 mins; March 22, 2023
Are You Keeping Your Financial Data Secure? with Luke Hail, MBA, CFP
24 mins; March 08, 2023
What Does The Secure Act 2.0 Mean For Me? With Emily Diaz, MAcc, CPA, CFP® and Zach Binzer, CFP®
21 mins; March 01, 2023
Are Stock Market Corrections Normal? With Mark Motley, MBA, CFA, and Joe Patterson, CFP®
21 mins; February 22, 2023
Is Your Cash Working for You? With Thom Guidi, CFA
13 mins; February 08, 2023
Why Are Two Advisors Better Than One? With David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
21 mins; February 01, 2023
A Market Update for The Fourth Quarter of 2022 With Mark Motley, MBA, CFA
13 mins; January 10, 2023
A Conversation About Behavioral Finance with Nick Roth, CFP®, and Ryan English, MBA, CFA, CPA, CFP®
17 mins; December 28, 2022
A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®
13 mins; December 14, 2022
A Chat About Portfolio Income With Thom Guidi, CFA
24 mins; November 30, 2022
A Conversation About Giving Back
26 mins; November 22, 2022
A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®
12 mins; November 09, 2022
A Conversation About Interest Rates With David Nienaber, MBA, CPA, CFP®, and Rachel Rasmussen, MBA, CFA, CDFA®
24 mins; November 02, 2022
A Conversation About The History of Foster & Motley with Dave Foster and Mark Motley
27 mins; October 26, 2022
A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®
23 mins; October 19, 2022
A Market Update For The Third Quarter With Mark Motley, CFA
8 mins; October 07, 2022
A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA
30 mins; September 28, 2022
A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®
19 mins; September 21, 2022
A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA®
23 mins; September 14, 2022
A Chat About Benchmarks with Thom Guidi, CFA
11 mins; August 31, 2022
A Chat About 529 Accounts and College Planning with Nick Roth, CFP®
18 mins; August 17, 2022
A Chat About Cash Flow with Luke Hail, MBA, CFP®
14 mins; August 03, 2022
A Chat About The Yield Curve with Ryan English, CFA, CPA, CFP® and Sarah Conwell, MFE
10 mins; July 27, 2022
A Chat About Planning For The Unexpected with Tony Luckhardt, MBA, CFP, CRPC®
19 mins; July 20, 2022
A Market Update for the Second Quarter of 2022 with Mark Motley, CFA
8 mins; July 08, 2022
A Chat About Balance Sheets with Joe Patterson, CFP®
20 mins; June 29, 2022
A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®
19 mins; June 15, 2022
A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA
26 mins; June 08, 2022
A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®
14 mins; June 01, 2022
A Chat About Alternative Bonds with Zach Horn, MBA, CFP®, CMFC®
17 mins; May 18, 2022
A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®
24 mins; May 11, 2022
A Chat About Health Savings Accounts with Zach Binzer, CFP®
11 mins; May 04, 2022
A Chat About a Retirement Hobby of Beekeeping with Dave Foster and Rachel Rasmussen, CFA, CDFA®
13 mins; April 20, 2022
A Chat About Social Security with Luke Hail, MBA, CFP®
16 mins; April 13, 2022
A Market Update for the First Quarter of 2022 with Mark Motley, CFA
12 mins; April 08, 2022
A Conversation About Charitable and Family Gifting with David Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®
38 mins; March 30, 2022
A Chat About Risk Tolerance with Ryan English CFA, CPA, CFP®
8 mins; March 23, 2022
A Conversation About Estate Tax with Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®
22 mins; March 09, 2022
A Chat About Required Minimum Distributions with Nick Roth, CFP®
13 mins; March 02, 2022
A Chat About Investment Sectors with Thom Guidi, CFA
12 mins; February 23, 2022
A Conversation About 2021 and What’s Ahead with Zach Horn, MBA, CFP®, CMFC® and Nick Roth, CFP®
17 mins; February 22, 2022
A Chat About Our 2022 Podcast Season With Joe Patterson, CFP®
7 mins; February 09, 2022
A Conversation About Working With an Estate Planning Attorney With Jacob Samad
29 mins; December 22, 2021
A Conversation About the First Year of a Wealth Management Experience
33 mins; December 08, 2021
A Conversation About Our Gratitude
20 mins; November 22, 2021
A Conversation About Elements of a Wealth Management Engagement
30 mins; November 10, 2021
A Conversation About Young Adult Financial Planning, Part Two
44 mins; October 27, 2021
A Conversation About Young Adult Financial Planning, Part One
33 mins; October 13, 2021
A Conversation About Tax Planning and How It Impacts Your Portfolio and Future Goals
29 mins; September 29, 2021
A Conversation about Retirement Plan Options, Part 2
36 mins; September 15, 2021
A Conversation about Retirement Plan Options, Part 1
31 mins; September 01, 2021