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The Foster & Motley Podcast
The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®

Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®


When it comes to our day-to-day lives, delegating certain responsibilities can actually free up our mental space, giving us time to focus on what we do best. In this episode, Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®, discuss the concept of having a Chief Financial Officer (CFO) for your personal life. They explain …

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