Forsidebilde av showet Financial Perspectives: The Podcast | Foster Group

Financial Perspectives: The Podcast | Foster Group

Podkast av Foster Group

engelsk

Teknologi og vitenskap

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Les mer Financial Perspectives: The Podcast | Foster Group

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. Want more Financial Perspectives from the team at Foster Group? www.fostergrp.com/insights Have a financial question, idea, or need a second opinion? www.fostergrp.com/contact PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com.

Alle episoder

45 Episoder

episode Planning for Inflation: What You Can, and Can’t, Control cover

Planning for Inflation: What You Can, and Can’t, Control

In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track. Subscribe & Connect with Us! * Gretchen Muller [https://www.fostergrp.com/people/gretchen-muller/] * Ben Berger [https://www.fostergrp.com/people/ben-berger/] * Financial Perspectives [https://www.fostergrp.com/financial-perspectives/] * Foster Group [https://www.fostergrp.com/] * Facebook [https://www.facebook.com/FosterGrp] * LinkedIn [https://www.linkedin.com/company/foster-group] * X [https://x.com/foster_group] * YouTube [https://www.youtube.com/channel/UCvjzIN7CWlR7c-uvQbrEUDA]

18. mai 2026 - 16 min
episode Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors) cover

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty, why discipline matters more than reaction, and what history tells us about navigating volatility – including the Iran conflict and its economic implications. Subscribe & Connect with Us! * Gretchen Muller [https://www.fostergrp.com/people/gretchen-muller] * Financial Perspectives [https://www.fostergrp.com/financial-perspectives/] * Foster Group [https://www.fostergrp.com/] * Facebook [https://www.facebook.com/FosterGrp] * LinkedIn [https://www.linkedin.com/company/foster-group] * X [https://x.com/foster_group] * YouTube [https://www.youtube.com/channel/UCvjzIN7CWlR7c-uvQbrEUDA]

10. april 2026 - 24 min
episode Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets cover

Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets

Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on what we’re seeing in stocks, oil, and investor feelings and why short-term volatility does not always change the long-term outlook. Gretchen and Kent discuss why uncertainty is a normal part of investing, what history can teach us during periods of conflict, and why a thoughtful financial plan should already account for times like these. At Foster Group, we believe in educated optimism: acknowledging real risks without losing sight of the bigger picture. Subscribe & Connect with Us! * Gretchen Muller [https://www.fostergrp.com/people/gretchen-muller/] * Kent Kramer [https://www.fostergrp.com/people/kent-kramer/] * Financial Perspectives [https://www.fostergrp.com/financial-perspectives/] * Foster Group [https://www.fostergrp.com/] * Facebook [https://www.facebook.com/FosterGrp] * LinkedIn [https://www.linkedin.com/company/foster-group] * X [https://x.com/foster_group] * YouTube [https://www.youtube.com/channel/UCvjzIN7CWlR7c-uvQbrEUDA]

25. mars 2026 - 13 min
episode A New Chapter for Financial Perspectives with Gretchen Muller cover

A New Chapter for Financial Perspectives with Gretchen Muller

In this episode of Financial Perspectives, Kent Kramer introduces Gretchen Muller, Foster Group’s Director of Communications. Gretchen shares her background in investment research, teaching, and communication, along with her vision for helping Foster Group communicate clearly about markets, financial planning, and investing. Kent also shares that he will retire from Foster Group, and as host of Financial Perspectives, at the end of 2026. He reflects on how the series began in 2020, and why Foster Group’s commitment to thoughtful, hopeful communication continues to grow. Subscribe & Connect with Us! 1. Kent Kramer [https://www.fostergrp.com/people/kent-kramer/] 2. Gretchen Muller [https://www.fostergrp.com/people/gretchen-muller/] 3. Financial Perspectives [https://www.fostergrp.com/financial-perspectives/] 4. Foster Group [https://www.fostergrp.com/] 5. Facebook [https://www.facebook.com/FosterGrp] 6. LinkedIn [https://www.linkedin.com/company/foster-group] 7. X [https://x.com/foster_group] 8. YouTube [https://www.youtube.com/channel/UCvjzIN7CWlR7c-uvQbrEUDA]

18. mars 2026 - 15 min
episode How Tax Strategy Fits into Your Financial Plan cover

How Tax Strategy Fits into Your Financial Plan

Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan. Subscribe & Connect with Us! 1. Gretchen Muller [https://www.fostergrp.com/people/gretchen-muller/] 2. Marcus Iwig [https://www.fostergrp.com/people/marcus-iwig/] 3. Michael Westphal [https://www.fostergrp.com/people/michael-westphal/] 4. Financial Perspectives [https://www.fostergrp.com/financial-perspectives/] 5. Foster Group [https://www.fostergrp.com/] 6. Facebook [https://www.facebook.com/FosterGrp] 7. LinkedIn [https://www.linkedin.com/company/foster-group] 8. X [https://x.com/foster_group] 9. YouTube [https://www.youtube.com/channel/UCvjzIN7CWlR7c-uvQbrEUDA]

16. mars 2026 - 17 min
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