Tag: #FinancialWellbeing
A Conversation About Financial Planning

A Conversation About Financial Planning

By |

What is a  financial planner? What do they do?

In this episode, David Nienaber and Tony Luckhardt sit down to discuss what the role of the financial planner encompasses and what it means to Foster & Motley specifically. David and Tony speak about what to expect from the process of working with a financial planner and how it might help you balance the financial aspects of your life a little easier.

David & Tony discuss:

  • What a Foster & Motley financial planner does for clients
  • How financial planning begins with goals and creating a plan around them
  • The role financial planners take in creating spending plans
  • How financial planning is unique to each person or family
  • And more

Connect With David Nienaber & Tony Luckhardt:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation About Investment Management

A Conversation About Investment Management

By |

We have introduced you to many investment managers and financial planners throughout this podcast, but do you really know what the roles of each are?

In this episode, Ryan English and Thom Guidi explain the role of investment managers and what they do to help clients prepare for the future. Ryan and Thom aim to give you a look into the investment manager role, so you know what to expect when working with one.

Ryan & Thom discuss:

  • What investment management is and the other names it’s often called
  • Client involvement throughout the investment management process
  • The process to structuring a portfolio
  • How a client goals play a key role in asset allocation
  • And more

Connect With Ryan English & Thom Guidi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation about Financial Data, Sensitive Information, and the Security of it

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

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation about Charitable Giving

A Conversation about Charitable Giving

By |

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

Resources:

Connect With Tony & Rachel:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation about Understanding Inflation

A Conversation about Understanding Inflation

By |

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

Connect With Ryan & Luke:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation about Taking the Emotions Out of Investing

A Conversation about Taking the Emotions Out of Investing

By |

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

Connect With David & Zach:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Episode 9
A Conversation on Understanding Bonds

A Conversation on Understanding Bonds

By |

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Ep 8
A Conversation on Working With a Financial Advisor

A Conversation on Working With a Financial Advisor

By |

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

A Conversation on Your Assets and Estate Planning With the Family

By |

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation about Speculation Versus Investing

A Conversation about Speculation Versus Investing

By |

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories