Claim OwnershipFinancial Perspectives: The Podcast | 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.
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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.
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.
38 Episodes
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Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.Interested in more content on these topics? Check out our education center: www.fostergrp.com/YearEndGiving.Subscribe & Connect with Us!Ashlee ViereggerGretchen MullerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.Subscribe & Connect with Us!Kent KramerCaleb BrownFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.Subscribe & Connect with Us!Kent KramerMarcus IwigFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start using it responsibly.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.Subscribe & Connect with Us!Kent KramerAshlee ViereggerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
This month, Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.Subscribe & Connect with Us!Kent KramerMarcus IwigFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerCaleb BrownFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerProfessor Meir StatmanFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerAshlee ViereggerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerMarcus IwigCaleb BrownFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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.Subscribe & Connect with Us!Matt MoklestadTodd SmithFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities.Subscribe & Connect with Us!Kent KramerBlackrockFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
This week, Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.Subscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube
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