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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.
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A Conversation About Tax planning and how it impacts your portfolio and future goals

A Conversation About Tax planning and how it impacts your portfolio and future goals


In life, 2 things are guaranteed — death and taxes. So it is important that you take the time to understand tax planning so you don’t end up paying more than you owe.

In this episode, Tony Luckhardt and Ryan English help you understand what should be going into your tax planning and how the advisors at Foster & Motley are equipped to help. Tony and Ryan discuss taxes as they pertain to multiple aspects of your finances, and the value of proactive planning.

Tony & Ryan discuss:

  • The importance of setting a capital gains budget
  • Year to year tax planning and multi-year planning
  • Why investment philosophy matters when it comes to tax planning
  • How to avoid surprises when it comes to tax season
  • And more

Resources:

Connect With Tony Luckhardt & Ryan English: