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.
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, Investment Manager and Shareholder; Rachel A. Rasmussen, MBA, CFA, CDFA®, Investment Manager and Shareholder; and Zach T. Binzer, CFP®, Financial Planner and Shareholder. Each shares personal insights that have shaped their journeys.
Key Takeaways:
(00:44) The impact of learning smart money habits early.
(02:26) How career paths are often shaped by personal relationships.
(03:40) The long-term benefits of taking calculated financial risks.
(07:40) The value of aligning financial decisions with family priorities.
(09:11) The financial advantages of building a life with a partner.
(10:17) How investing in education can create career momentum.
(14:31) The role of mentorship and support in professional growth.
(17:31) The importance of seeking fulfillment alongside financial goals.
(19:35) How past experience can support a successful career transition.
Resources Mentioned:
Foster & Motley, Inc. | Website
https://www.fosterandmotley.com/
Chartered Financial Analyst (CFA) Program
https://www.cfainstitute.org/programs/cfa-program
Xavier University MBA Program
https://www.xavier.edu/master-of-business-administration/
Certified Financial Planner (CFP) Designation
https://www.cfp.net/get-certified/certification-process
University of Dayton MBA Program
https://udayton.edu/business/
Connect with Elizabeth Green, David Nienaber, Thomas Guidi, Zachary Horn, Rachel Rasmussen and Zach Binzer:
info@fosterandmotley.com
+1 513-561-6640
Foster & Motley
https://www.fosterandmotley.com/
LinkedIn: Elizabeth Green
https://www.linkedin.com/in/elizabeth-m-green-cfa/
LinkedIn: David Nienaber
https://www.linkedin.com/in/dnienaber/
LinkedIn: Thomas Guidi
https://www.linkedin.com/in/thomas-guidi-cfa-21830952/
LinkedIn: Zachary Horn
https://www.linkedin.com/in/zachhorn/
LinkedIn: Rachel Rasmussen
https://www.linkedin.com/in/rachel-rasmussen-cfa-cdfa/
LinkedIn: Zach Binzer
https://www.linkedin.com/in/zach-t-binzer-cfp/
LinkedIn: Foster & Motley, Inc.
https://www.linkedin.com/company/fosterandmotley/
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