Tag: Savings
What’s The Best Trip You’ve Ever Taken? with The Foster & Motley Team

What’s The Best Trip You’ve Ever Taken? with The Foster & Motley Team

By |

We are traveling around the world with the individuals of Foster and Motley! 

Join us as we traverse the globe, guided by the insights of Zach Binzer, CFP®, Niki Williams, Joe Patterson, CFP®, Rachel Rasmussen, MBA, CFA, CDFA®, Nick Roth, CFP®, Sara Young, CFP®, Zach Horn, MBA, CFP®, CMFC®, Tony Luckhardt, MBA, CFP®, CRPC®, and Betsy Wolking, MSM.

In this episode, a few of the employees at Foster & Motley transport us to their most cherished vacation destinations. From the enchanting landscapes of Spain to the cultural wonders of Cambodia and Thailand, team members share their personal anecdotes and unveil the essence of what made these voyages truly extraordinary. 

The team shares about:

  • Unforgettable moments that will forever hold a place in their hearts
  • The remarkable impact of good company, elevating the entire travel experience to new heights
  • Key destinations they explored, inspiring you to add them to your own bucket list
  • And more

 

Connect With Foster & Motley:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
When Should I Start Talking to My Kids About Finances? With Rachel Rasmussen, CFA, CDFA®, and Tony Luckhardt, CFP ®, CRPC®

When Should I Start Talking to My Kids About Finances? With Rachel Rasmussen, CFA, CDFA®, and Tony Luckhardt, CFP ®, CRPC®

By |

In a world where tapping your phone on a credit card machine is the norm, it can be hard for kids to grasp and truly understand the value of money  but, it’s important to teach them about money, and how to prioritize saving, spending, and giving so they have a healthy relationship with money as they get older.  

In this episode, Rachel Rasmussen, CFA, CDFA®, and Tony Luckhardt, CFP ®, CRPC®, discuss the importance of teaching children good money habits at any age. It’s never too early or too late to start. 

Tony and Rachel share more about:

  • Introducing financial topics to young children and how that message can evolve as they get older 
  • How sharing your own financial successes and failures can help inform their decisions
  • Why talking about money now can prevent problems later
  • And more

 

Resources:

Connect With Rachel and Tony:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Is Your Cash Working for You? With Thom Guidi, CFA

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

By |

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

Connect With Thom Guidi:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®

A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®

By |

Charitable giving is good for the soul. But it may also be good for your taxes.

In this episode, Emily Diaz, MAcc, CPA, CFP®, will run through the basics and the benefits of charitable giving. 

Emily shares more about:

  • The most common way to give charitable gifts
  • Why you only get a deduction if you’re itemizing on your tax return
  • Examples of tax-efficient giving
  • And more

Resources:

Connect With Emily Diaz:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
A Chat About Health Savings Accounts with Zach Binzer, CFP®

A Chat About Health Savings Accounts with Zach Binzer, CFP®

By |

Your health savings account may be more important and more flexible than you realize. While it was created to help people set aside funds for health care costs, the value doesn’t stop there. 

In this episode, Zach Binzer, CFP®, explains how you can maximize the value of your HSA and why it’s reasonable for some to consider it a retirement asset.

Zach also talks about:

  • The origin of HSAs
  • The triple tax benefit of contributing to an HSA
  • And more

Connect With Zach Binzer:

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories