Monthly Archives: March 2022

A Conversation About Charitable and Family Gifting with David Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®

Don’t make a charitable gift simply to get a tax deduction; make a charitable gift because it aligns with your goals. 

In this episode, Dave Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®, discuss two primary ways of transferring your wealth: charitable and family gifting. They also share what you should consider when giving based on your unique circumstances and goals; and that may not be what your friends are doing!

Dave and Joe share more about:

  • What to consider before gifting to charities or family
  • Why you should start with your goals, not tactics for your giving
  • Donor advised funds and other tools to support your charitable efforts
  • And more

Connect With Joe Patterson and David Nienaber:

A Chat About Risk Tolerance with Ryan English CFA, CPA, CFP®

Many people’s instinct is to sell when the market takes a hit, but making those decisions based on emotion seldom has the best outcome. 

In this episode, Ryan English, MBA, CFA, CPA, CFP®, shares his insight on the importance of understanding and the questionnaire Foster & Motley uses to help determine their client’s risk tolerance. He explains how the risk tolerance questionnaire informs decisions about the client’s portfolio and investment policy statement. 

Ryan shares more about:

  • What a risk tolerance questionnaire is
  • The importance of understanding your risk tolerance
  • How age plays a role in your risk tolerance
  • And more


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A Conversation About Estate Tax with Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®

Estate tax doesn’t necessarily affect everyone, but for those it does impact, it can be a big deal. Also, the laws around it have changed several times, and are expected to again soon. 

In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®, share about the history of estate taxes. They also provide insight on how people can plan ahead for gifting to loved ones which can help to minimize your estate tax bill.

Tony and Emily share more about:

  • What the difference is between an estate tax and an estate plan
  • Who needs to be concerned about estate taxes and why
  • How Foster & Motley can help you
  • And much more


Connect With Tony Luckhardt & Emily Diaz:


A Chat About Required Minimum Distributions with Nick Roth, CFP®

Required minimum distribution rules impact almost everyone at some point in their lives.  Do you know what to expect so you can avoid the high cost that comes with missing an RMD?

In this episode, Nick Roth, CFP®, discusses everything you need to know about required minimum distribution rules and how to plan ahead with confidence. 

Nick shares more about:

  • Recent changes to the rules surrounding RMDs
  • The impact of missing an RMD
  • What the rules are for taking an RMD from an inherited IRA
  • And more!


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