Foster & Motley : A podcast about Wealth & Life
by Foster & Motley
July 16, 2025 2:00 pm
The 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.
Recent Episodes
How Can Strategic Cash Holdings Strengthen Your Financial Stability? with Thomas Guidi, CFA
6 days agoWhat Strategies Can You Use To Ease Financial Stress After a Spouse Passes? with Rachel Rasmussen, MBA, CFA, CDFA® and Joe Patterson, CFP®
3 weeks agoHow Can Understanding Your Money Mindset Help Shape Your Financial Future? with Luke Hail, MBA, CFP®, and Zach Horn, MBA, CFP®, CMFC®
1 month agoHow Can You Help Your Parents Organize Their Finances and Estate Plan? with Joe Patterson, CFP®, and David Nienaber, MBA, CPA, CFP®
2 months agoShould You Act on Financial Advice From Friends and Family? with Rachel Rasmussen, MBA, CFA, CDFA®, and Zach Binzer, CFP®
2 months agoWhy Is Downsizing Not Always the Right Choice for Retirees? with Joe Patterson, CFP®, and David J. Nienaber, MBA, CPA, CFP®
3 months agoWhat Role Can Real Estate Play in Your Investment Strategy? with Ryan English, MBA, CFA, CPA, CFP®
3 months agoWhat Benefits Could Public Workers Receive From the Latest Social Security Legislation? with Nicholas Roth, CFP®
3 months agoWhat Conversations Can Those in the Sandwich Generation Have Now To Prepare for the Future? with Rachel Rasmussen, MBA, CFA, CDFA®, and Megan Lyons, CFP®
4 months agoWhat Should Investors Know About Non-Traditional Fixed Income? with Sarah Browne, MFE, CFA
4 months ago