Tag: Financial
What Does The Secure Act 2.0 Mean For Me? With Emily Diaz, MAcc, CPA, CFP® and Zach Binzer, CFP®

What Does The Secure Act 2.0 Mean For Me? With Emily Diaz, MAcc, CPA, CFP® and Zach Binzer, CFP®

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While we were all celebrating the holidays, Congress was busy making new tax laws and gifting us with approximately 100 new provisions to the Secure Act. Can’t you feel the legislative love? 

In this episode, Emily Diaz, MAcc, CPA, CFP®, and Zach Binzer, CFP®, discuss the myriad of changes to the Secure Act and how they could be significant to you. 

Emily and Zach share more about:

  • Secure 1.0 vs. Secure 2.0
  • Changes to RMD ages
  • Changes to contribution limits on retirement accounts
  • Changes to Roth accounts
  • And more

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Is Your Cash Working for You? With Thom Guidi, CFA

Is Your Cash Working for You? With Thom Guidi, CFA

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What has your money done for you lately? The times are changing and interest rates are rising. 

In this episode, Thom Guidi, CFA, talks about ways to put your cash to work, whether that’s money you have set aside for an emergency or  cash saved for spending you anticipate in the next year or so. 

Thom shares more about:

  • Why cash yields are a topic of conversation right now
  • Your unique uses for cash
  • Where to look for the best interest rates on cash
  • And more

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Why Are Two Advisors Better Than One? With David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®

Why Are Two Advisors Better Than One? With David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®

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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
  • And more

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A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

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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.

Nick shares more about:

  • Explains what a 529 account is
  • How you can benefit from a 529 account 
  • The rules and limitations of 529 accounts
  • And more

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A Chat About Planning For The Unexpected with Tony Luckhardt, MBA, CFP, CRPC®

A Chat About Planning For The Unexpected with Tony Luckhardt, MBA, CFP, CRPC®

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Insurance is not just for when you pass away. It’s to protect against catastrophic life events.

In this episode, Tony Luckhardt, MBA, CFP, CRPC®, discusses the many types of insurance and how some of them work together.

Tony shares more about:

  • The types of insurance
  • When you need insurance
  • And more

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A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

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Protecting yourself in today’s world is more important than ever. Being proactive in developing security habits can give you a sense of comfort when it comes to your financial data.

In this episode,  Emily Diaz, MAcc, CPA, CFP®, provides some reminders about ways to protect your information and shares new resources that are available to help increase the security of your financial information.  

Emily shares more about:

  • Three important practices for protecting and securing your financial data
  • Tips for protecting your sensitive data when using the internet
  • Tricks for protecting your hard copy financial data
  • And more

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