<p><span style="background-color: transparent; color: rgb(18, 44, 64);">In this episode, </span><a href="https://www.fosterandmotley.com/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Foster &amp; Motley</a><span style="background-color: transparent; color: rgb(18, 44, 64);"> team members reflect on the best financial decisions they’ve ever made and how, in many cases, that led them to Foster &amp; 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.</span></p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">Our guests are </span><a href="https://www.fosterandmotley.com/our-team/bios/elizabeth-m-green?a=bgreen" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Elizabeth M. Green, CFA</a><span style="background-color: transparent; color: rgb(18, 44, 64);">, Investment Manager and Shareholder; </span><a href="https://www.fosterandmotley.com/our-team/bios/david-j-nienaber?a=dnienaber" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">David J. Nienaber, MBA, CPA, CFP®</a><span style="background-color: transparent; color: rgb(18, 44, 64);">, Financial Planner and Shareholder; </span><a href="https://www.fosterandmotley.com/our-team/bios/thomas-j-guidi?a=tguidi" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Thomas J. Guidi, CFA</a><span style="background-color: transparent; color: rgb(18, 44, 64);">, Investment Manager, Co-Chief Investment Officer and Shareholder; </span><a href="https://www.fosterandmotley.com/our-team/bios/zachary-t-horn?a=zhorn" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Zachary T. Horn, MBA, CFP®, CMFC®</a><span style="background-color: transparent; color: rgb(18, 44, 64);">, Managing Partner/President, Investment Manager and Shareholder; </span><a href="https://www.fosterandmotley.com/our-team/bios/rachel-a-rasmussen" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Rachel A. Rasmussen, MBA, CFA, CDFA®</a><span style="background-color: transparent; color: rgb(18, 44, 64);">, Investment Manager and Shareholder; and </span><a href="https://www.fosterandmotley.com/our-team/bios/zach-t-binzer?a=zachbinzer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Zach T. Binzer, CFP®</a><span style="background-color: transparent; color: rgb(18, 44, 64);">, Financial Planner and Shareholder. Each shares personal insights that have shaped their journeys.</span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(18, 44, 64);">Key Takeaways:</strong></p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(00:44) The impact of learning smart money habits early.</span></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(02:26) How career paths are often shaped by personal relationships.</span></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(03:40) The long-term benefits of taking calculated financial risks.</span></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(07:40) The value of aligning financial decisions with family priorities.</span></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(09:11) The financial advantages of building a life with a partner.</span></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(10:17) How investing in education can create career momentum.</span></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(14:31) The role of mentorship and support in professional growth.</span></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(17:31) The importance of seeking fulfillment alongside financial goals.</span></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">(19:35) How past experience can support a successful career transition.</span></p><p><br></p><p><strong style="background-color: transparent; color: rgb(18, 44, 64);">Resources Mentioned:</strong></p><p><br></p><p><a href="https://www.fosterandmotley.com/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Foster &amp; Motley, Inc. | Website</a></p><p>https://www.fosterandmotley.com/</p><p><br></p><p><a href="https://www.cfainstitute.org/programs/cfa-program" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Chartered Financial Analyst (CFA) Program</a></p><p>https://www.cfainstitute.org/programs/cfa-program</p><p><br></p><p><a href="https://www.xavier.edu/master-of-business-administration/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Xavier University MBA Program</a></p><p>https://www.xavier.edu/master-of-business-administration/</p><p><br></p><p><a href="https://www.cfp.net/get-certified/certification-process" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Certified Financial Planner (CFP) Designation</a></p><p>https://www.cfp.net/get-certified/certification-process</p><p><br></p><p><a href="https://udayton.edu/business/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">University of Dayton MBA Program</a></p><p>https://udayton.edu/business/</p><p><br></p><p><br></p><p><strong style="background-color: transparent; color: rgb(18, 44, 64);">Connect with Elizabeth Green, David Nienaber, Thomas Guidi, Zachary Horn, Rachel Rasmussen and Zach Binzer:</strong></p><p><br></p><p><a href="mailto:[email protected]" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">[email protected]</a></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">+1 513-561-6640</span></p><p><br></p><p><a href="https://www.fosterandmotley.com/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Foster &amp; Motley</a></p><p>https://www.fosterandmotley.com/</p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">LinkedIn: </span><a href="https://www.linkedin.com/in/elizabeth-m-green-cfa/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Elizabeth Green</a></p><p>https://www.linkedin.com/in/elizabeth-m-green-cfa/</p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">LinkedIn: </span><a href="https://www.linkedin.com/in/dnienaber/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">David Nienaber</a></p><p>https://www.linkedin.com/in/dnienaber/</p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">LinkedIn: </span><a href="https://www.linkedin.com/in/thomas-guidi-cfa-21830952/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Thomas Guidi</a></p><p>https://www.linkedin.com/in/thomas-guidi-cfa-21830952/</p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">LinkedIn: </span><a href="https://www.linkedin.com/in/zachhorn/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Zachary Horn</a></p><p>https://www.linkedin.com/in/zachhorn/</p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">LinkedIn: </span><a href="https://www.linkedin.com/in/rachel-rasmussen-cfa-cdfa/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Rachel Rasmussen</a></p><p>https://www.linkedin.com/in/rachel-rasmussen-cfa-cdfa/</p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">LinkedIn: </span><a href="https://www.linkedin.com/in/zach-t-binzer-cfp/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Zach Binzer</a></p><p>https://www.linkedin.com/in/zach-t-binzer-cfp/</p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">LinkedIn: </span><a href="https://www.linkedin.com/company/fosterandmotley/" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">Foster &amp; Motley, Inc.</a></p><p>https://www.linkedin.com/company/fosterandmotley/</p><p><br></p><p><br></p><p><span style="background-color: transparent; color: rgb(18, 44, 64);">#WealthManagement #FinancialPlanning #InvestmentAdvisory #WealthManagementPodcast</span></p>