Tag Archives: Portfolio Planning

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

Education, Finance, Financial, Investing, Investment, Money, Retire, Retirement, , , , , , , , , , , , , ,

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

Education, Finance, Financial, Investing, Investment, Money, Retire, Retirement, Uncategorized, , , , , , , , , , , ,

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 Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

Education, Finance, Financial, Investing, Investment, Money, Retire, Retirement, Uncategorized, , , , , , , , ,

When the markets are down, there may still be opportunities.

In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.  

Joe also discusses:

  • Opportunities for implementation of tax loss harvesting
  • Why this might be a good time to evaluate Roth conversions
  • Maximizing the value of your family gifting
  • And more

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