Monthly Archives: March 2021

A Conversation about Asset Allocation

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, you will learn:

  • What is asset allocation and why it’s important 
  • What the Bucket Strategy is  
  • About investment strategy in relation to asset allocation  
  • Asset allocation when it comes to retirement  
  • And More! 

Tune in now for more information about asset allocation that may help you towards your financial goals! 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | Ryan English | Ryan English LI | Tony Luckhardt | Tony Luckhardt LI

A Conversation about Working Toward Financial Independence

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 it comes to retirement, and that your happiness is not directly related to a bigger number in your account!

In this episode, you will learn:

  •     How personalized planning can help you reach your goals  
  •     What being financially independent means
  •     The difference between retirement and financial independence
  •     How Foster & Motley helps their clients define and reach their goals 
  •     And more!

 Tune in now to discover why planning is important in helping you reach the happiness that many associate with more money!

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | Zach Horn LI | Zach Horn | Luke Hail LI | Luke Hail

A Conversation about Estate Planning Documents and How They Impact Your Financial Assets

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 episode, you will learn:

  • What is estate planning? 
  • The importance of the implementation steps  
  • The assets that require your attention when estate planning 
  • The two types of Power of Attorney and what they do  
  • And more!

Tune in now as we uncover some of the most common concerns around estate planning and help you address them. 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | Rachel Rasmussen LI | Rachel Rasmussen | David Nienaber LI| David Nienaber