Monthly Archives: April 2021

Episode 7

A Conversation on Your Assets and Estate Planning With the Family

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 you understand the real importance of including your family.

In this episode, you will learn:

  •     Why individuals tend to avoid having estate planning conversations with their family
  •     When the right time is to have these conversations 
  •     Who should be included at the table during these meetings 
  •     What the Family Letter is, and what it includes 
  •     And More!

Tune in now to learn why it’s vital for you to have an estate planning conversation with your family, and what you should expect during it.

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | David Nienaber LI| David Nienaber | Thom Guidi LI| Thom Guidi

A Conversation about Speculation Versus Investing

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 you understand the best practices to follow when you get into investing. 

In this episode, you will learn:

  • What approach Foster & Motley may take when working with clients to invest  
  • What levels of risk are associated with investing
  • What the difference between investing and speculation are  
  • Why someone might choose to speculate 
  • And More! 

Tune in now to begin your journey in understanding the differences between investing and speculating. 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI |  Rachel Rasmussen LI | Rachel Rasmussen | Joe PattersonJoe Patterson LI | Speculation versus Investing