Скачать или смотреть What Do Strategic Career Changes, Educational Investments, and Major Life Decisions Have in Common?

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...

Xavier University MBA Program
https://www.xavier.edu/master-of-busi...

Certified Financial Planner (CFP) Designation
https://www.cfp.net/get-certified/cer...

University of Dayton MBA Program
https://udayton.edu/business/


Connect with Elizabeth Green, David Nienaber, Thomas Guidi, Zachary Horn, Rachel Rasmussen and Zach Binzer:

[email protected]
+1 513-561-6640

Foster & Motley
https://www.fosterandmotley.com/

LinkedIn: Elizabeth Green
  / elizabeth-m-green-cfa  

LinkedIn: David Nienaber
  / dnienaber  

LinkedIn: Thomas Guidi
  / thomas-guidi-cfa-21830952  

LinkedIn: Zachary Horn
  / zachhorn  

LinkedIn: Rachel Rasmussen
  / rachel-rasmussen-cfa-cdfa  

LinkedIn: Zach Binzer
  / zach-t-binzer-cfp  

LinkedIn: Foster & Motley, Inc.
  / fosterandmotley  



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