Foster & Motley : A Podcast About Wealth & Life

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.

Foster & Motley : A Podcast About Wealth & Life is a business podcast hosted by Foster & Motley, with 116 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Foster & Motley hosts Foster & Motley : A Podcast About Wealth & Life, a business show with 116 episodes published.

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  Foster & Motley : A Podcast About Wealth & Life

  What Do Strategic Career Changes, Educational Investments, and Major Life Decisions Have in Common? with the Foster & Motley Team

  Aug 26, 202524 minS0

  <p>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 milestones, each story highlights the deep connection between financial decisions and life outcomes.</p><p><br></p><p>Our guests are Elizabeth M. Green, CFA, Investment Manager and Shareholder; David J. Nienaber, MBA, CPA, CFP®, Financial Planner and Shareholder; Thomas J. Guidi, CFA, Investment Manager, Co-Chief Investment Officer and Shareholder; Zachary T. Horn, MBA, CFP®, CMFC®, Managing Partner/President, Inves...

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  Foster & Motley : A Podcast About Wealth & Life

  How Can Strategic Cash Holdings Strengthen Your Financial Stability? with Thomas Guidi, CFA

  Jul 15, 202511 minS0

  <p>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 cash vehicles and avoid common pitfalls when managing excess cash. Thomas also explores how advisors can help individuals match their cash strategy with both immediate and future needs, ensuring that every dollar has a purpose.</p><p><br></p><p>Key Takeaways:</p><p><br></p><p>(01:31) Maintaining a buffer for expected and unexpected expenses is important.</p><p>(03:22) Excess cash holdings may...

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  Foster & Motley : A Podcast About Wealth & Life

  What Strategies Can You Use To Ease Financial Stress After a Spouse Passes? with Rachel Rasmussen, MBA, CFA, CDFA® and Joe Patterson, CFP®

  Jul 1, 202529 minS0

  <p>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 complexities that follow the death of a spouse, offering a compassionate and pragmatic look at planning for one of life’s most difficult transitions.</p><p><br></p><p>Rachel and Joe outline the importance of preparing in advance. They walk through the steps survivors must take in the immediate aftermath of a loss. From accessing cash and organizing documents to managing ongoing bills...

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  Foster & Motley : A Podcast About Wealth & Life

  How Can Understanding Your Money Mindset Help Shape Your Financial Future? with Luke Hail, MBA, CFP®, and Zach Horn, MBA, CFP®, CMFC®

  Jun 17, 202527 minS0

  <p>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 upbringing, experience, and environment, affect financial decisions. Drawing on years of advising high-net-worth clients, they highlight how understanding these mindsets can help individuals and couples make aligned choices, avoid unnecessary friction, and gain peace of mind through thoughtful planning.</p><p><br></p><p>Key Takeaways:</p><p><br></p><p>(01:16) A money mindset forms early and drives financial behavior.</p><p>(04:34) Diffe...

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  Foster & Motley : A Podcast About Wealth & Life

  How Can You Help Your Parents Organize Their Finances and Estate Plan? with Joe Patterson, CFP®, and David Nienaber, MBA, CPA, CFP®

  Jun 3, 202528 minS0

  <p>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 parents navigate their financial affairs.</p><p><br></p><p>They share their experiences working with clients and families and shed light on the generational challenges and misinformation that can create unnecessary stress during already difficult times. David and Joe outline practical steps to simplify financial matters, foster open communication, and avoid costly mistakes during estate settlement.</p><p><br></p><p>Key...

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