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Fostering Financial Victories

Foster Victor Wealth Advisorsfostering-financial-victories.simplecast.com
The team from Foster Victor Wealth Advisors is excited to bring a refreshing perspective to the financial planning discussion.
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Episodes

Episode 52: The Science of Fashion

"Want to know how to feel your best AND stop spending money on clothes you won't wear? Melinda Savage has you covered! How to connect with Us and Our Guest: Melinda Savage on Instagram: @houseofcolour_melindasavage Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXlgLTS3vq9VkxTMo"

Nov 17, 202235 minEp. 55

Episode 51: Calling All Leaders

"Performance coach and keynote speaker Jordan Montgomery joins Erik, Bri, and Rob to discuss the winding road that led him to work with professional athletes, entrepreneurs, and executives, sharing some tips he has learned along the way. Resources referenced: Craig Groeschel's Leadership Podcast ""The Self-Aware Leader"" by John Maxwell Connect with Us and Our Guest: Jordan Montgomery: Montgomerycompanies.com | Instagram: @JordanMMontgomery Info@FosterVictor.com Instagram: @FosterVictorWealthAdv...

Oct 13, 202225 minEp. 54

Episode 50: CPA vs DIY

"If the phrase ""Tax Time"" gives you the W-2 blues, should you look into hiring a CPA? Smith Webster gives us the pros and cons of hiring someone, and what to look for in a CPA other than just anyone willing to do your taxes for you. IMPORTANT DISCLOSURE: The information contained herein is for illustrative purposes only and should not be used as specific tax advice. Other facts and circumstances for which we are not aware could render this information incomplete or inaccurate. The information ...

Sep 01, 202226 minEp. 53

Episode 49: Leading with Purpose

We enlisted one of the most passionate people we know to help us talk about purpose, passion, and how to live out both. Tabi Cooper brings her positivity to an episode sure to leave you fired up! How to connect with us and our guest: Tabi's Website: TLJCooper.com Tabi's Email: TabithaJoCooper@gmail.com Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXlgLTS3vq9VkxTMow

Aug 04, 202229 minEp. 51

Episode 48: WomEn-trepreneurs

Tina Stevens, Chief Problem Solver of Secondary Solutions, joins Emily and Bri to talk about the importance of mentorship and supporting local businesses, also discussing what it's like working in a male-dominated industry. How to connect with us & our guest: Secondary Solutions: https://www.getproblemsolved.com/ Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXlgLTS3vq9VkxTMow

Jul 14, 202226 minEp. 50

Episode 47: Stock Talk

Jonathan McAdams joins Erik and Bri to talk about the current state of the stock market, the factors driving it, and what could come next. How to connect with us: Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXlgLTS3vq9VkxTMow

Jun 02, 202233 minEp. 49

Episode 46: Lighting Your Own Way

Kent Barber has gone from bar tending in the Caribbean to owning Daybreak Investors. He sat down with Erik and Bri to talk about the importance of finding your purpose and the people who will support you along the way. How to connect with us and our guest: Kent's Email: Kent@DaybreakInvestors.com Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors Youtube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

May 05, 202241 minEp. 48

Episode 45: Making your Small Business Pop

How does an athletic trainer for the Buffalo Bills end up owning a growing holistic chiropractic facility in Greenville? Dr. Michael Nelson joins Emily and Bri to talk about what makes the Greenville small business community so unique and shares some tips and tricks he's learned along the way. How to connect with us and our guest: Carolina Active Health: 864-881-2242 or CarolinaActiveHealth.com Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: htt...

Apr 07, 202226 minEp. 47

Episode 44: Just Keep Swimming

Erik, Bri and Gordon sit down to discuss importance of financial literacy. They cover how to prioritize your approach, avoiding paralysis by analysis, and what you can do today to help build financial momentum. How to connect with us: Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Mar 03, 202230 minEp. 46

Episode 43: Probate Pro

The probate process can be difficult to understand, but Ruth Dipasquale makes it look, and sound, easy in this week's episode! How to connect with us and our guest: Ruth DiPasquale: RuthLawFirm.com or Ruth@RuthLawFirm.com Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Feb 03, 202232 minEp. 45

Episode 42: Close the Feedback Loop

When Dr. Brian Thurston gave the Foster Victor team a talk on feedback, we knew it was one we wanted to share with our podcast listeners. Whether you need to get someone to listen to you in an operating room or get a coworker to stop wearing flip-flops, he's got you covered. How to connect with us: Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Jan 06, 202226 minEp. 44

Episode 41: 2021 Market Reflection

In our final episode of 2021, Bob Taylor joins Erik to look back on the year's market events. How to connect with us: Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Dec 23, 202129 minEp. 43

Episode 40: Talking Turkey

Topics to avoid at Thanksgiving: religion, politics, and money. What we're talking about today: Money. Here are a few tips to talk to your family about it over the holidays and still be on good terms on New Year's Day. How to connect with us: Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Nov 24, 202125 minEp. 42

Episode 39: *Sleigh* Your Holiday Shopping

Whether you start shopping in March, like Kylie, or on December 21st, like Erik, we've got some tips for checking off gifts for everyone on your Nice list without ending up on your credit card company's Naughty list. How to connect with us: Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/ UCk43zuXIgLTS3vq9VkxTMow

Nov 11, 202116 minEp. 41

Episode 38: College Planning 101

Emily Butler and Rob Coleman sit down to discuss how to make the most of your child's college experience while taking the least out of your pocket. How to connect with us and our guest: Emily's Website: www.butlercollegecounseling.com Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: www.youtube.com/channel/UCk43zuXIgLTS3vq9Vkx

Oct 28, 202132 minEp. 40

Episode 37: Renting & Buying & Building, Oh My!

We hear it often - should I rent, buy, or build? Local specialists Caleb LeGrand and Morgan Coleman join Erik to share the pros and cons of each and give some insight on what they see coming up next in the real estate market. How to connect with us and our guests: Morgan Coleman: 864-313-7639 | Morgan@JHA-SouthebysRealty.com Caleb LeGrand: 864-569-0741 | CalebLeGrand.com Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/cha...

Oct 14, 202140 minEp. 39

Episode 36: Making Sense of the Market

Erik and Jonathan hit on market headlines so far this year including international markets, inflation, and job numbers. What's true, what's speculation, and what does it all mean? How to Connect with us: Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Sep 30, 202134 minEp. 38

Episode 35: Home Sweet Homework

Austin Taylor and Cam Sallé tell you what it takes to get to the closing table without drowning in paperwork and legal jargon first. How to Connect with us and our guest: Cam Sallé: SalleGalloway.com Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Sep 16, 202135 minEp. 37

Episode 34: Cracking the Code on Marketing

Video game developer and YouTube creator Thomas Brush stops by the podcast to teach Rob and Erik everything he knows about marketing, the power of authenticity, the impact of social media, and why he gives away his knowledge to hundreds of thousands of YouTube subscribers for free. How to connect with us and our guest: Thomas Brush: https://www.youtube.com/c/AtmosGames Thomas@fulltimegamedev.com Connect with a Wealth Coach: Info@FosterVictor.com Instagram: @FosterVictorWealthAdvisors YouTube: ht...

Sep 02, 202137 minEp. 36

Episode 33: An Episode Worth Its Weight in Gold

What happens when Emily quizzes Jenny and Erik on some popular money idioms? Spoiler alert: We wouldn't bet our bottom dollar on guessing the winner! How to Connect with us: Connect with a Wealth Coach: Info@FosterVictorWA.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Aug 19, 202118 minEp. 35

Episode 32: Kids and Cash

How do you get your child to pick saving for a car or college over a new toy from the store? Ashley, JR, and Erik tackle the money conversation from both sides of the coin - lessons learned to lessons taught, and everything in between. How to connect with us: Connect with a Wealth Coach: Info@FosterVictorWA.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Aug 05, 202135 minEp. 34

Episode 31: Getting Real (Estate)

It's no secret the real estate market is white hot right now. Barb and Carley Riggs join Erik to give a peek behind the curtain of what's really going on and share tips for buying or selling a home, and what to expect if you want to become a real estate agent. How to connect with us and our guests: Carley's Email: Carleyriggs@Marchantco.com Carley's Cell Phone: 864-541-5291 Carley's Instagram: @CarleyRiggsRealtor Barb's Email: Barbriggs@Marchantco.com Barb's Cell Phone: 864-423-2783 Connect with...

Jul 22, 202138 minEp. 33

Episode 30: Working Out Your Finances

Since Katie Sanders and Erik Mizell are two of the only people in the Foster Victor office able to resist the candy jar, they are the perfect pair to discuss the parallels between financial and physical fitness, and how to be successful at both. How to connect with us: Connect with a Wealth Coach: Info@FosterVictorWA.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Jul 08, 202126 minEp. 32

Episode 29: Cover your Assets

Many people don’t think about insurance coverage until they need it, which typically means it’s too late. Dante Russo & Bri Prosser join Erik to discuss how your home & auto insurance works for you, and why the cheapest option isn’t necessarily best. How to connect with us and our guests: Dante Russo: Dante@sdrins.com Connect with a Wealth Coach: Info@FosterVictorWA.com Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

Jun 24, 202134 minEp. 31

Episode 28: Business Cents

Thinking about starting a business? Erik is joined by Ronnie Colson, Senior Vice President of Ameris Bank, and Anthony Herrera, Executive Director of Furman University's Office for Innovation and Entrepreneurship, to talk about what they've seen work best (and worst), from startup ideas to business planning and funding. How to connect with us and our guests: Ronnie Colson: Ronnie.Colson@AmerisBank.com Anthony Herrera: Innovation@Furman.edu Connect with a Wealth Coach: Info@FosterVictorWA.com Ins...

Jun 10, 202136 minEp. 30

Episode 27: Major League Finance

While some athletes are indulging in bottle service, Major League Soccer player Walker Zimmerman is getting prepped for baby bottles. Erik Mizell and Rob Victor sit down to talk with him about the importance of defending your own financial goals. How to connect with us and our guests: Instagram: @FosterVictorWealthAdvisors, @TheWalkerZim YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow

May 27, 202127 minEp. 29

Episode 26: Crypto Craze - Is It Just a Phase?

It's what everyone is talking about, but how much do you know about cryptocurrency? Erik is joined by Jack Neil of Hank AI, Inc. to talk through the ins and outs of Bitcoin, Ethereum, and more. They cover how it works, why it's so volatile, the importance of sticking to a plan and not making decisions based on emotion when it comes to investing. How to connect with us: Jack Neil: https://www.linkedin.com/in/jackneil Instagram: @fostervictorwealthadvisors YouTube: https://www.youtube.com/channel/...

Apr 29, 202136 minEp. 28

Episode 25. A Different Kind of March Madness: The Past Year in Review

Rand & Erik look back on the last 12 months to discuss the very unusual market activity we've seen and talk about what experts think the next year will hold. Materials Referenced: Blackrock “There’s always a reason to sell stocks…”: https://s3.amazonaws.com/static.contentres.com/media/documents/fce7f90a-27c7-4b30-a29b-310f96845a93.pdf JP Morgan “Guide to the Markets 1Q 2021”: https://am.jpmorgan.com/us/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/ How to co...

Apr 01, 202129 minEp. 27

Episode 24. Make Time Work for You

Erik & Rob explain how a financial planner can help you build a solid foundation for your financial future at any age. The biggest asset you have on your side is time for compound interest to work its magic; you just have to make the decision to get started. How to connect with us: Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow Connect with a Wealth Coach: Info@FosterVictorWA.com

Mar 18, 202126 minEp. 26

Episode 23. Can't take it with you when you go: Estate Planning 101

Foster Victor Attorney Austin Taylor joins Erik to talk about the basics of estate planning: · What makes up an estate plan? · When do you need one & why is it important? · How much does it cost and how long does it take? How to connect with us: Instagram: @FosterVictorWealthAdvisors YouTube: https://www.youtube.com/channel/UCk43zuXIgLTS3vq9VkxTMow Connect with a Wealth Coach: Info@FosterVictorWA.com

Feb 04, 202133 minEp. 25
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