Retire – Page 10 – Foster & Motley

A Conversation about Estate Planning Documents and How They Impact Your Financial Assets

By fostermotleywealthlife | March 3, 2021

When it comes to estate planning, there is more to it than just signing documents and moving on.

In this episode, Rachel Rasmussen and David Nienaber discuss the importance of implementing your estate plan and what you can expect after you sign those initial documents. Rachel and David share some information with you to help prevent the common concerns they hear from their clients.

In this episode, you will learn:

What is estate planning?
The importance of the implementation steps
The assets that require your attention when estate planning
The two types of Power of Attorney and what they do
And more!

Tune in now as we uncover some of the most common concerns around estate planning and help you address them.

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A Guide on Diversification with Thom Guidi and Joe Patterson

By fostermotleywealthlife | February 17, 2021

Did you know that diversifying your portfolio can help limit the risk that is attached to it?

In this episode, we meet Thom Guidi and Joe Patterson of Foster & Motley, as they dive into conversation about what it means to diversify your portfolio and the ways you can limit the risk by doing so!

In this episode, you will learn:

What is diversification?
What is the risk associated with not diversifying?
How diversification can work within a portfolio
If diversification is more important for the younger investor versus an older investor
And more!

Tune in now to equip yourself with information that could help you reduce risk when investing with Thom Guidi and Joe Patterson!

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Welcome to Foster & Motley – A Podcast about Wealth and Life

By fostermotleywealthlife | February 3, 2021

Do you want to learn what you could be doing to improve your financial wellbeing? Are you interested in actionable ideas for your financial future? Would sitting in on discussions about topics in the world of investing and financial planning help you?

You have found the right Podcast!

In this episode, we meet Zach Horn and Rachel Rasmussen as they introduce the Foster & Motley Podcast. Zach and Rachel discuss the approach the team at Foster & Motley takes when working with clients!

In this episode, you will learn:

Who is Foster & Motley, and what it means to them to be employee-owned
The team approach that Foster & Motley takes when working with clients
What you can expect from future episodes of this show
And more!

Tune in now to begin your journey with Foster & Motley – A podcast about Wealth & Life and get on the road to discovering ways you can improve your financial wellbeing!

Resources: Foster & Motley | Zach Horn LI | Zach Horn | Rachel Rasmussen LI | Rachel Rasmussen

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