September 2022 – Foster & Motley

A Conversation About Senior Care With Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA

By fostermotleywealthlife | September 28, 2022

There comes a time in your life when you may not welcome being another year older. But if you plan ahead, it can make the difference between a senior lifestyle you choose and the one that someone else chooses for you.

In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Amy Thomas, CPA, discuss some of the tough decisions that come with senior care. They also provide some advice on how to evaluate the options.

Tony and Amy share more about:

What senior care means
Why thinking about it before you need it makes the most sense
Questions to ask as you consider different senior care facilities
Ways to help you prepare for a lifestyle change
And more

Connect With Tony Luckhardt and Amy Thomas:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

A Conversation About Executor Expectations with Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®

By fostermotleywealthlife | September 21, 2022

Losing a loved one is an emotional time. One way you can make dealing with it a little easier for your loved ones, is to have a strong estate plan and family letter in place. Your appointed executor is there to make your final wishes come to pass, but they need to know what you wanted.

In this episode, Zach Binzer, CFP® and Zach Horn, MBA, CFP®, CMFC®, discuss this important role of being an executor.

Zach and Zach share more about:

What being an executor entails
How both parties can prepare for this role
What a executor is expected to do at the time of death
And more

Connect With Zach Binzer and Zach Horn:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA®

By fostermotleywealthlife | September 14, 2022

Maybe it’s your goal to own a lake house or a second home. But have you thought about what buying versus renting might look like for your scenario?

In this episode, Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA® discuss the pros and cons of owning versus renting and what might make sense for your unique situation.

Month: September 2022