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

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

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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:

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A Conversation about Charitable Giving

A Conversation about Charitable Giving

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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

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A Conversation about Understanding Inflation

A Conversation about Understanding Inflation

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Inflation is not always a bad thing, and there are many cases in which inflation is good. The question is, what can you do about it? 

In this episode, Ryan English and Luke Hail sit down to discuss inflation and the impacts it has on the US economy. The duo discuss how inflation works and aim to help you understand how this recent global pandemic has affected inflation and whether or not those changes are here to stay.

Ryan & Luke discuss:

  • What is inflation and how has it been historically
  • Transitory inflation caused by the COVID-19 Pandemic
  • Cases of good inflation and how it keeps the economy on track
  • Foster & Motley’s efforts to assist clients when it comes to inflation
  • And more

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A Conversation about Taking the Emotions Out of Investing

A Conversation about Taking the Emotions Out of Investing

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One of the biggest issues facing all investors are the emotions that are involved. Working with an advisor, can help you to focus on the long-term and remove the emotions from financial decisions.

In this episode, David Nienaber and Zach Horn discuss the benefits of working with a financial advisor when it comes to your investments and financial planning. David and Zach share the common biases they tend to see interjected in financial decisions and how advisors can counteract them.

David & Zach discuss:

  • How managing your money is more difficult than you might think
  • Confirmation bias when it comes to investing money
  • Why working with an advisor is important in helping you focus more on the long-term
  • Accountability when working with an advisor
  • And more

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Episode 9
A Conversation on Understanding Bonds

A Conversation on Understanding Bonds

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You often hear ‘stocks and bonds’ mentioned when talking about investing, but few people go into detail about bonds.

In this episode, Thom Guidi and Luke Hail discuss the ins and outs of bonds. The duo dives into the most important things you need to know when it comes to bonds, and how the usage of bonds might differ from a new and experienced investor.

In this episode, you will learn:

  •       The different types of bonds and why they should be in your portfolio 
  •       How the amount of bonds in a portfolio depends on your comfort with risk 
  •       Bond Funds and the benefits to new investors 
  •       Bond defaulting and the implications to the investor
  •       And More! 

Tune in now to learn about bonds and increase your knowledge on how to include them in your portfolio. 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI |  Thom Guidi LI| Thom Guidi | Luke Hail LI | Luke Hail

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Ep 8
A Conversation on Working With a Financial Advisor

A Conversation on Working With a Financial Advisor

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Have you ever wondered what a financial advisor can do for you? Or how to find the right one for you?

We are here to help you answer some of these questions!

In this episode, Ryan English and Tony Luckhardt dive into a conversation about financial advisors! They give information on what to expect when you are working with an advisor and the questions you should be prepared to ask so you can find a professional that will help with your unique situation!

In this episode, you will learn:

  • The different designations financial advisors can obtain  
  • How financial advisors are compensated 
  • What a financial advisor can do for you  
  • Information you should ask a financial advisor before you begin to work together  
  • And More! 

Tune in now to discover how financial advisors can assist you with your financial situation and how you can ensure you find the right person for the job! 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | Ryan English | Ryan English LI | Tony Luckhardt | Tony Luckhardt LI

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Episode 7
A Conversation on Your Assets and Estate Planning With the Family

A Conversation on Your Assets and Estate Planning With the Family

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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

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A Conversation about Speculation Versus Investing

A Conversation about Speculation Versus Investing

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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 Patterson |  Joe Patterson LI | Speculation versus Investing

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A Conversation about Asset Allocation

A Conversation about Asset Allocation

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When managing your money, it is important to understand proper asset allocation. We are here to help you understand what this means! 

In this episode, we meet Ryan English and Tony Luckhardt of Foster & Motley as they help you understand what it means when they say asset allocation. They equip you with the basic knowledge in order to start planning for your financial future! 

In this episode, you will learn:

  • What is asset allocation and why it’s important 
  • What the Bucket Strategy is  
  • About investment strategy in relation to asset allocation  
  • Asset allocation when it comes to retirement  
  • And More! 

Tune in now for more information about asset allocation that may help you towards your financial goals! 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | Ryan English | Ryan English LI | Tony Luckhardt | Tony Luckhardt LI

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A Conversation about Working Toward Financial Independence

A Conversation about Working Toward Financial Independence

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Many people think that money can buy happiness, but we are here to tell you, that isn’t necessarily true!

In this episode, Zach Horn and Luke Hail dive into conversation about how working toward your goals and financial independence can help you feel more confident when it comes to your finances. They discuss how planning to reach your financial independence can make you feel more comfortable when it comes to retirement, and that your happiness is not directly related to a bigger number in your account!

In this episode, you will learn:

  •     How personalized planning can help you reach your goals  
  •     What being financially independent means
  •     The difference between retirement and financial independence
  •     How Foster & Motley helps their clients define and reach their goals 
  •     And more!

 Tune in now to discover why planning is important in helping you reach the happiness that many associate with more money!

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | Zach Horn LI | Zach Horn | Luke Hail LI | Luke Hail

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