『Financial Perspectives: The Podcast | Foster Group』のカバーアート

Financial Perspectives: The Podcast | Foster Group

Financial Perspectives: The Podcast | Foster Group

著者： Foster Group
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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.Copyright 2026 Foster Group 個人ファイナンス 経済学
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  • Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care

    Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care
    2026/06/14

    Care planning often feels like something that applies to someone else. In reality, it touches nearly every family. In this episode of Financial Perspectives, Director of Communications Gretchen Muller along with Senior Lead Advisor Matt Stagner, a nationally recognized advocate for the disability community, unpack what care planning really means across disability, special needs, and elder care.

    As Matt explains, it affects far more of us than most people realize. Matt and Gretchen talk through the financial realities families face, from the "disability tax" of higher everyday costs to the benefit rules that can make saving and investing complicated. They also walk through practical solutions: building the right care team, ABLE accounts, special needs trusts, and the value of writing your plan down and talking about it openly as a family.

    At Foster Group, we believe care planning isn't about replacing the support systems families build. It's about strengthening them and helping people create the independence and quality of life they deserve.

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    • Gretchen Muller
    • Matt Stagner
    • Financial Perspectives
    • Foster Group
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    18 分
  • Planning for Inflation: What You Can, and Can’t, Control

    Planning for Inflation: What You Can, and Can’t, Control
    2026/05/18

    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.

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    • Gretchen Muller
    • Ben Berger
    • Financial Perspectives
    • Foster Group
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    17 分
  • Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

    Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)
    2026/04/10

    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.

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    • Gretchen Muller
    • Financial Perspectives
    • Foster Group
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    25 分
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