Month: July 2021

A Conversation about Financial Data, Sensitive Information, and the Security of it

A Conversation about Financial Data, Sensitive Information, and the Security of it

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 hackers are getting your information and how you can prevent your data from getting into the wrong hands.

Zach horn and Joe Patterson, discuss:

  • Steps to safeguard your data
  • The best practices to keep your financial data secure.
  • The different types of fraud attempts
  • Where to secure your passwords
  • And more

Connect With Zach Horn and Joe Patterson:

A Conversation about Charitable Giving

A Conversation about Charitable Giving

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 giving might look like when it comes to your taxes.

Tony & Rachel discuss:

  • Why people choose to give, and how to do so in a way that reflects personal goals and values
  • How to choose a charity to give to, and the process of giving
  • What charitable giving can do to your taxes
  • How Foster & Motley works with clients when it comes to organizing charitable giving
  • Variety of ways that you can give to charitable organizations
  • And more


Connect With Tony & Rachel: