Peanut butter and jelly, Laverne and Shirley, Foster and Motley. All of these iconic pairs have changed the game in their own right.
For more than a year, the financial planners and investment managers at Foster and Motley have shared their knowledge and insights on this podcast. But how did the firm come to be?
In this episode, Dave Foster and Mark Motley share how they started their careers in finance and built a successful business relationship with each other. Dave and Mark walk down memory lane to share insight into how they have run their business, maintaining its success through the years.
Dave and Mark share more about:
The history of their relationship, including how Foster & Motley was formed
Why company growth has never been a driving goal for Dave and Mark
How they’ve built their team to meet the needs of clients
Historic shifts and challenges in the market that Foster & Motley have faced head-on
True financial independence is when you’re working because you want to and not because you have to. Understanding what you have and what your goals are is the first step to becoming financially independent.
In this episode, Thom Guidi, CFA, and Luke Hail, MBA, CFP®, discuss what it means to be financially independent and provide you with four actionable steps to help you move closer to your goal of financial independence.
In the third quarter of 2022 the bear market resumed, making this the longest lasting decline since 2009. Since our last update, we saw the stock index go down by 5% affecting everything from investing to buying and selling property.
In this episode, Mark Motley discusses the progression of the stock market since the second quarter update. He dives into how mortgage rates have been affected by this change along with many other impacts in the market.
Mark Motley shares:
How entering a bear market has affected the stock market
The current inflation level and how you can adapt to this rise
How the war between Russia and Ukraine has affected our markets along with the change in imports and exports
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
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
Have you considered opening up a 529 account? There may be more to consider than you realize!
In this episode, Nick Roth, CFP®, will help you understand some of the general rules and benefits behind 529 accounts. He also shares the impact that 529 accounts can have on an individual’s eligibility for financial aid.