Tag: #FinancialWellbeing
A Conversation About 2021 and What’s Ahead with Zach Horn, MBA, CFP®, CMFC® and Nick Roth, CFP®

A Conversation About 2021 and What’s Ahead with Zach Horn, MBA, CFP®, CMFC® and Nick Roth, CFP®

By |

It’s 2022 and everyone is still dealing with the impact of COVID-19 along with many other changes that affect your financial life. But, at Foster & Motley, they continue to adapt in new ways to help their clients keep moving forward. 

In this episode, Zach Horn, MBA, CFP®, CMFC®, and Nick Roth, CFP® discuss the continued growth within the company and with client relationships. They also touch on some exciting things that are ahead for 2022.

Nick and Zach share more about:

  • How they have adapted  to provide ongoing service to their clients
  • The major themes to come out of the year 2021
  • What to look forward to in 2022
  • And more

Connect With Nick Roth & Zach Horn:

In this episode, Zach and Nick share about several ratings and rankings that Foster & Motley received in 2021, see below for more information on each:

Disclosure:

Ratings and rankings from publications and rating services are not a guarantee of future investment results and are not intended as a testimonial or endorsement of Foster & Motley as an investment advisory firm. Foster & Motley did not pay a fee for any of the ratings or rankings mentioned. The criteria and formulas used by publications to rate and rank an investment adviser are generally based on data provided by the advisory firm, and not all investment advisers provide data. Each publication provides details regarding the criteria they use. Please refer to FosterandMotley.com for criteria specific to each rating or ranking. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Chat About Our 2022 Podcast Season With Joe Patterson, CFP®

A Chat About Our 2022 Podcast Season With Joe Patterson, CFP®

By |

After a year of discussing all things wealth and life, it is time to venture into more condensed conversations with our new short series. Don’t worry, we’ll still give some topics the full 30 minutes they deserve, but we’re adding in some 10 minute or less episodes as a quick hit on more focused topics too.

In this episode, Joe Patterson, CFP®, discusses the plan behind Foster & Motley’s new short series, as well as their reason for the podcast. Joe shares who you will be hearing from this season and what you can do to join the conversation. 

Joe shares more about:

  • What to expect in our shorter series episodes 
  • Who you will be hearing from within the Foster & Motley team
  • Ways you can get involved in the podcast
  • And more!

Resources:

Connect With Joe Patterson:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation About Working With an Estate Planning Attorney With Jacob Samad

A Conversation About Working With an Estate Planning Attorney With Jacob Samad

By |

Understanding what goes into estate planning, and how to distinguish between the different documents is vital in planning for your future. 

In this episode, David Nienaber sits down with Jake Samad, attorney, and partner at Robbins, Kelly, Patterson, and Tucker.  They discuss some of the common questions that come up about estate planning and the different documents most people need.

Jacob discusses:

  • The importance of estate planning early on to ensure all goals will be met
  • Communication with your estate planning attorney and how changes are made to your documents
  • The healthcare power of attorney and living will, and which takes precedence 
  • The difference between having a plan set in place and not having one
  • How to store your estate planning documents 
  • And more

Resources:

Connect With Jacob Samad:

Connect With Dave Nienaber:

About Our Guest:

Jacob Samad is a partner at Robbins, Kelly, Patterson & Tucker. His practice focuses in the areas of estate planning, probate estate and trust administration, business formation and succession planning, asset protection planning, and charitable giving. Jake works with individuals, families, and closely-held business owners to address personal planning issues, to help with the thoughtful transfer of assets from one generation to the next, and to assist business owners with advice concerning general business matters, which may include planning for the successful transition of the business.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation About the First Year of a Wealth Management Experience

A Conversation About the First Year of a Wealth Management Experience

By |

When you make the decision to work with a financial advisor, they are going to get to know you and your financial situation to assist you in reaching your goals. 

Over the first year, they are going to meet with you and slowly address each area of your finances.

In this episode, Rachel Rasmussen and Tony Luckhardt speak about what the first year looks like when working with advisors at Foster & Motley so you can better understand what to expect. The pair dive into what you should know about the initial meeting, and how they work to address things over the first year of the relationship.

Rachel & Tony discuss:

  • The initial meeting with a financial advisor
  • Data gathering and how they ensure they have all that they need from you
  • Why there are three to four meetings the first year and what is discussed in each
  • What to expect from your financial planner and investment manager
  • And more

Resources:

Connect With Rachel Rasmussen & Tony Luckhardt:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation About Elements of a Wealth Management Engagement

A Conversation About Elements of a Wealth Management Engagement

By |

Having the initial conversation with your financial advisor can be hard — maybe you have gotten yourself into a bad financial situation or just have not addressed it — either way, we are here to help. 

In this episode, David Nienaber and Zach Horn discuss the elements of a wealth management engagement. David and Zach speak about what wealth management can do for it, and why it is important to work with someone, no matter what situation you are coming with. 

David & Zach discusses:

  • What to expect in the initial meeting with a financial advisor
  • The importance of having your spouse involved in financial discussions
  • How your financial advisor can help with your children’s financial needs
  • Documentation that your advisor needs, and how technology has made accessing information easier for the advisor and the client
  • And more

Connect With David Nienaber & Zach Horn:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation About Young Adult Financial Planning, Part Two

A Conversation About Young Adult Financial Planning, Part Two

By |

Understanding the value of proper financial planning as a young adult is important, but means nothing if you don’t know what exactly you should be doing.

In this episode, Joe Patterson and Thom Guidi help you learn more about the specific financial decisions you should be considering as a young adult. Joe and Thom take you through some of the common things that impact your finances, and how to make the best choices for you. 

Joe & Thom discuss:

  • Credit cards and how to limit credit card debt
  • Whether buying or renting a home is better as a young adult
  • The financial impacts of buying or leasing a car
  • Savings tips for young adults
  • Action items that you can take from this podcast to implement
  • And more

Connect With Joe Patterson & Thom Guidi:

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation About Young Adult Financial Planning, Part One

A Conversation About Young Adult Financial Planning, Part One

By |

What if the things you know now about your finances, you knew in your twenties? Do you think you would have made some different decisions?

In this episode, Joe Patterson and Thom Guidi discuss things that every young adult should begin thinking about regarding their finances. In the first part of this two part series, Joe and Thom introduce you to the high level things that twenty-somethings should know, and how it could impact their future.

Joe & Thom discuss:

  • The benefits to a Roth IRA as a young adult
  • Insurance and what types you need and don’t need as a young adult
  • How to handle debt when you are young
  • The importance of managing your financial life 
  • And more

Connect With Joe Patterson & Thom Guidi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation About Tax planning and how it impacts your portfolio and future goals

A Conversation About Tax planning and how it impacts your portfolio and future goals

By |

In life, 2 things are guaranteed — death and taxes. So it is important that you take the time to understand tax planning so you don’t end up paying more than you owe.

In this episode, Tony Luckhardt and Ryan English help you understand what should be going into your tax planning and how the advisors at Foster & Motley are equipped to help. Tony and Ryan discuss taxes as they pertain to multiple aspects of your finances, and the value of proactive planning.

Tony & Ryan discuss:

  • The importance of setting a capital gains budget
  • Year to year tax planning and multi-year planning
  • Why investment philosophy matters when it comes to tax planning
  • How to avoid surprises when it comes to tax season
  • And more

Resources:

Connect With Tony Luckhardt & Ryan English:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories