Many studies have shown that money can be a significant source of conflict in relationships. What if one partner is a saver and the other a spender? How do you align on your goals for the next 5, 10, or 15 years?
In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®, go into detail about the importance of communication and getting on the same page when dealing with finances among spouses.
Tony and Rachel share more about:
When you should start having these important conversations
What to consider when planning for a future together
How working with a financial advisor can ease some of the stressors that come with these important discussions
In today’s increasingly digital world, the threat of cyber attacks is more prevalent than ever. The rise of technology has given hackers more opportunities to steal personal information and gain unauthorized access to sensitive data, making it crucial to prioritize cybersecurity.
Fortunately, there are several measures you can take to protect yourself. Two-factor authentication, freezing your credit, and vigilance for suspicious activity are all key practices for safeguarding your personal and financial information.
Get ready to level up your financial security knowledge! In this episode, we’ll explore a range of ways you can protect your personal and financial information and how to identify and prevent cyber attacks. In this compelling discussion, Luke Hail, MBA, CFP, shares a real-life example of how cybercriminals infiltrated one client’s email and stole their hard-earned wealth. But don’t worry, it has a happy ending.
Join us to discover:
The pros and cons of credit vs. debit cards
The importance of cybersecurity and practical tips to stay safe online
Secrets to creating uncrackable passwords
How to spot and avoid common scams
What a credit freeze is and how to implement it
And that’s just the beginning – there’s so much more to learn in this jam-packed episode. Tune in to take control of your financial security and protect yourself from the threats of the digital world.
Sometimes two is better than one, and that’s the philosophy at Foster and Motley, where financial planners and investment managers work side by side with you.
In this episode, David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®, discuss how their dual-advisor approach helps ensure their advice truly is personalized to each client’s unique circumstances and goals.
David and Ryan share more about:
How financial planning and investment management are different but complementary professions
The Power of &
Ways the dual-advisor approach benefits the client
Mark Motley knows that a solid organization, and mission, is never built out of a place of scarcity. He also knows that no matter how deep your experience, or broad your connections, nothing replaces relationships and a model built upon serving people. When Mark Motley and Dave Foster founded Foster & Motley in 1996, they brought together their expertise in the areas of financial planning and investments, but mostly, they were united in the idea that clients could be served in a way that is both practical and compassionate. They haven’t looked back since. As a young man, Mark got in the trenches serving people when he spent two years on a church mission to Northeastern Brazil. After his experience there, he went on to the University of Kentucky and then to the largest bank in central Kentucky, First Security Bank, where he served as a vice president and trust investment officer for more than six years. During his time there, he obtained the CFA® designation and rose to be the number two investment person in the $1.2 billion trust department. Following that, it was on to Bartlett & Co. in Cincinnati, before the founding of Foster & Motley.
Behavioral finance is an intangible topic that has to do with more of an investor’s underlying tendencies or biases, not necessarily the evaluation of an investment based on quantitative or qualitative aspects of a company.
In this episode, Nick Roth, CFP®, and Ryan English, MBA, CFA, CPA, CFP®, talk about the seven common biases that can influence your investment decisions. Understanding these can help investors understand why utilizing an advisor is beneficial.
Nick and Ryan share more about:
The meaning of behavioral finance
Common biases to be aware of
How your biases can result in decisions that negatively affect your future
The investments in your portfolio usually grow. At least that’s the goal. But those investments may also generate income. So what is portfolio income and what role can it play, especially in retirement?
In this episode, Thom Guidi, CFA, discusses the importance of portfolio income and the impact of portfolio income in a down market.