Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®

When it comes to our day-to-day lives, delegating certain responsibilities can actually free up our mental space, giving us time to focus on what we do best.

In this episode, Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®, discuss the concept of having a Chief Financial Officer (CFO) for your personal life. They explain the benefits of having a CFO-like advisor who can provide information and insights to help you make informed decisions about your finances. There is great value in having a team of professionals, including financial planners, investment managers, insurance agents, and estate planning attorneys, to provide specialized expertise and support. 

Nick and Rachel share more about:

• The importance of staying updated on financial regulations, investment opportunities, and retirement plans
• Saving time, relieving stress, and making the right decisions with a CFO-like advisor
• Making good financial decisions and maximizing opportunities while minimizing mistakes
• Benefits of delegating certain aspects of life to experts
• And more

Connect With Nick and Rachel:

• info@fosterandmotley.com 
• 513-561-6640
• Foster & Motley
• Nick Roth
• Rachel Rasmussen
• LinkedIn: Nick Roth
• LinkedIn: Rachel Rasmussen
• LinkedIn: Foster & Motley