Caleb discusses how Foster Financial plans for Required Minimum Distributions for clients.
Required Minimum Distributions | Women’s Wealth Wednesday | WANE 15
Caleb discusses how investors can use Roth Conversions to their advantage.
End of Year Financial Planning: Roth Conversions | Money Monday | WANE 15
John highlights recent additions that may shape your 401(k) planning.
Learn what to expect of Foster Financial's comprehensive planning process by watching this video, where we outline the steps involved in working with a financial advisor.
Caleb discusses a new rule taking effect in 2026 that will impact the catch-up contributions for high income individuals.
401k catch up contributions in 2026 | Women’s Wealth Wednesday | WANE 15
Caleb discusses how rate cuts can affect the everyday investor.
How the recent Interest Rate Cuts affect the everyday investor | Money Monday | WANE 15
Caleb discusses a common misconception when it comes to Social Security planning.
Misconceptions in Finance: Social Security | Women’s Wealth Wednesday | WANE 15
"…Did the one Big Beautiful Bill change social security?" In this clip, Heather provides clarity on the recent Social Security changes.
Foster Financial: Addressing confusion about social security changes
In this segment, Heather chats about changes coming for Affordable Healthcare Act Subsidies.
Foster Financial: Changes coming for Affordable Healthcare Act Subsidies
Caleb discusses unique options within the Steel Dynamics 401k plan that allows investors to use a financial advisor.
Steel Dynamics offers a unique feature in their 401(k) plans | Money Monday | WANE 15
Caleb discusses a common misconception when it comes to high earners and retirement planning.
Misconceptions in Finance: High Income & Being Set for Retirement | Money Monday | WANE 15
John explores a range of strategies to help supplement income for those considering or in early retirement.
Foster Financial: Retirement account withdrawals for early retirees
Caleb discusses the possibility of rate cuts and how investors can lock in interest rates while they are high.
Impact of Potential Interest Rate Cuts | Money Monday | WANE 15
Caleb discusses a common misconception when it comes to assuming how much retirees will spend each year in retirement.
Retirement Misconceptions | Women’s Wealth Wednesday | WANE 15
Financial portfolios should be tailored to each individual's unique needs. Heather discusses the various components that can influence the design of a personalized financial portfolio.
Caleb discusses a common misconception when it comes to deducting expenses for a business.
Misconceptions Regarding Business Deductions | Money Monday | WANE 15
Caleb discusses the new rules from the Big Beautiful Bill on deducting car loan interest.
Big Beautiful Bill: Deductions on New Car Loans | Women’s Wealth Wednesday | WANE 15
John discusses the topic of Trump accounts, which were recently introduced following the passing of the Big Beautiful Bill. Watch this video to learn more.
In this video, Heather points out that advisor fees are common—but the real question is, what are you getting in return for the service you're paying for?
Caleb discusses the new rules from the Big Beautiful Bill on the taxation of tips and overtime.
The Big Beautiful Bill: No Tax on Tips & Overtime | Money Monday | WANE 15
Securities and Advisory Services offered through Harbour Investments Inc. Member FINRA & SIPC The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company.
Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI
John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC
Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane securities licensed in IN, MI, OH, PA, TX.