Financial Perspectives: The Podcast | Foster Group

Financial Perspectives: The Podcast | Foster Group

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Financial Perspectives: The Podcast | Foster Group episodes

  • "Am I Ok" Income Planning & Portfolio Preparedness

    Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" This week, Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.

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    • Kent Kramer
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    14 min
  • Tariffs, Turmoil, and Market Decline

    What's the rationale behind the steep new US tariffs and what does that mean for an investor's portfolio? What can or should we do as investors? In this special edition Financial Perspectives, Kent Kramer covers the announced tariffs, the impact on markets, and the dos and don'ts during market turmoil.

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    • Kent Kramer
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    13 min
  • The Troubles with Tariffs

    How do tariffs impact your investment portfolio? This month, Kent Kramer discusses the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.

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    • Kent Kramer
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    13 min
  • What Moves the Market? A Conversation with Vanguard

    Join Kent Kramer for an interview with Vanguard Senior Portfolio Specialist Bill Puggini about Vanguard’s views on what may move markets in 2025 and beyond. 2025 is full of potential risks and rewards. Kent and Bill discuss how inflation, tariffs, interest rates, market valuations, and political policies are all things that could distract investors from focusing on their most important long-term goals.

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    • Kent Kramer
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    30 min
  • What if Inflation Isn't Quite Done?

    This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement.

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    • Kent Kramer
    • Caleb Brown
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    16 min
  • The Intersection of Finance & Life Well-Being: A Conversation with Best-Selling Author, Professor Meir Statman

    This week, join Kent Kramer for an insightful conversation with best-selling author, Professor Meir Statman, a leading expert in behavioral finance. Discover how financial security, optimism, and resilience contribute to overall life well-being. Professor Statman shares his inspiring personal journey and offers practical advice on balancing financial wealth with life’s other important aspects, such as family, health, and meaningful relationships.

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    • Kent Kramer
    • Professor Meir Statman
    • Financial Perspectives
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    1 hr 1 min
  • Transform Your Holidays: Giving Stories & Family Activities

    This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.

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    • Kent Kramer
    • Ashlee Vieregger
    • Financial Perspectives
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    15 min
  • Two Ideas for Year-End Tax Savings

    In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

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    • Kent Kramer
    • Marcus Iwig
    • Caleb Brown
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    25 min
  • What Are You Waiting For?

    This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times.

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    • Kent Kramer
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    9 min
  • Understanding Mortgage Rates: A Conversation with Todd Smith of Bank Iowa

    This week, Matt Moklestad has a conversation with Todd Smith, the Mortgage Director at Bank Iowa, as he breaks down the complexities of mortgage rates. With nearly 30 years of experience in the banking and mortgage industry, Todd shares insights on how mortgage rates are determined, the factors that influence them, and tips for securing the best rates.

    Foster Group and Bank Iowa are unaffiliated businesses with no common ownership. Bank Iowa may refer prospective clients to Foster Group and Foster Group pays Bank Iowa a percentage of the fees earned from the client or a flat dollar amount. Additional disclosure is provided to all prospective clients Bank Iowa refers.

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    • Matt Moklestad
    • Todd Smith
    • Financial Perspectives
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    15 min

About Financial Perspectives: The Podcast | Foster Group

From the publisher's feed

Join The Team at Foster Group and our expert guests as we explore a variety of subjects that could impact your financial life. We will cover timely economic and financial market news, a wide range of personal financial planning ideas, and investment topics. Ultimately, we want to encourage educated optimism and do our best to provide valuable insights to help you navigate your financial life journey with confidence.