Foster & Motley : A Podcast About Wealth & Life
Foster & MotleyThe advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
| Publishes | Twice monthly | Episodes | 116 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Category | Business | ||||
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Latest Episodes
In this episode, Foster & Motley team members reflect on the best financial decisions they’ve ever made and how, in many cases, that led them to Foster & Motley. From early lessons in discipline and risk-taking to career pivots and personal milestone... more
Thomas J. Guidi, CFA, Investment Manager, Co-Chief Investment Officer and Shareholder at Foster & Motley, Inc., explains the misunderstood role of cash in financial planning. He outlines how to approach liquidity needs, make the most of different cas... more
In this episode, we’re joined by Rachel Rasmussen, MBA, CFA, CDFA®, Investment Manager and Shareholder, and Joe Patterson, CFP®, Financial Planner and Shareholder, both at Foster & Motley, Inc. Together, they navigate the financial and emotional comp... more
In this episode, we hear from Foster & Motley, Inc.’s Luke Hail, MBA, CFP®, Financial Planner and Shareholder, and Zach Horn, MBA, CFP®, CMFC®, Managing Partner, Investment Manager and Shareholder. They discuss how money mindsets, shaped by upbringin... more
In this episode, we’re joined by David Nienaber, MBA, CPA, CFP® and Joe Patterson, CFP®, both Financial Planners and Shareholders at Foster & Motley, Inc.. Together, they discuss the importance of estate planning, especially when helping aging parent... more
Rachel Rasmussen, MBA, CFA, CDFA®, Investment Manager and Shareholder, and Zach Binzer, CFP®, Financial Planner and Shareholder, both of Foster & Motley, Inc., discuss the importance of evaluating financial advice. They explore how to differentiate b... more
Choosing where to live in retirement is about more than just finances — it’s about creating a home that aligns with evolving needs, goals and lifestyles.
In this episode, Joe Patterson, CFP®, and David J. Nienaber, MBA, CPA, CFP®, both Financial Pla... more
Ryan English, MBA, CFA, CPA, CFP®, Investment Manager and Shareholder at Foster & Motley, Inc., shares insights on real estate investing beyond the traditional do-it-yourself house flipping seen on TV. He explains different investment options, includ... more
Key Facts
Reviews
- Great
Interesting show.
Apple Podcasts5Careless Kisser
Philippinesa year ago - Awesome!
I find the latest episode interesting. It was a thoughtful discussion on how personalized financial milestones can guide clients toward success, while also celebrating their growth. The emphasis on goal-setting and creating a history of achievements makes the process transparent and meaningful. Great show👍🏻
Apple Podcasts5ish034Philippines2 years ago - Excellent Podcast
This podcast is an excellent resource. Looking forward to many future episodes!
Apple Podcasts5HistoryDude1492
United States2 years ago
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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this podcast launched 5 years ago and published 116 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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