Jerry Foster | Founder of Foster Group | Generosity, Legacy, and the Three Seasons of a Life Well Lived

In this heartfelt and personal episode, Brad reconnects with long-time friend and returning guest Jerry Foster, founder of Foster Group. Jerry opens up about his journey—from early financial and marital struggles to building a thriving business and redefining what it means to live a wealthy life. Together, they explore how meaningful conversations shape families, how true leadership often means letting go, and what it looks like to enter a new season of life with faith, purpose, and generosity. Whether you’re leading a business, a family, or facing a major transition, Jerry’s story will challenge you to reflect on your mission, your relationships, and your definition of success. Jerry Foster is the founder of Foster Group, a Des Moines-based financial planning and investment firm managing nearly $4 billion in assets. His path into finance was anything but conventional—no business degree, no formal training, and a rocky financial start in his early marriage. But that moment became a turning point, sparking a mission to help others pursue meaningful living and generous giving. Jerry is also the author of Life Focus: Achieving a Life of Purpose and Influence, a sought-after speaker on legacy and generosity, and a cancer survivor who lives what he teaches. “That was the genesis of Foster Group—my wife tossing the checkbook at me in the driveway saying, ‘You need to learn this.’” - Jerry Foster “Wealthy is a person who has great relationships, peace with God, good health. Money was always last on the list.” - Jerry Foster “ It seems crazy that a financial planner would stand in front of his clients and tell them that early in his marriage he nearly went broke and couldn't balance his checkbook. But for me, I'm not ashamed, because that is part of my story." - Jerry Foster This Week on The Wow Factor: Jerry’s early money struggles and how it shaped Foster Group How a rare cancer diagnosis led to deeper family conversations and succession planning Building a culture of meaningful conversations—both at home and at work Why every Foster Group employee takes the Kolbe and StrengthsFinder assessments The three seasons of life: Foundation, Framework, Finish—and how to thrive in each Creating legacy through intentional family meetings and giving structures The role of faith, vulnerability, and generational generosity How small one-degree changes (vectors) can radically alter your life’s direction Jerry Foster’s Word of Wisdom The most influential season of your life might come after you stop chasing titles. Be present, listen deeply, and build a culture of meaningful conversations—first in your home, then in your work. Connect with Jerry Foster and Foster Group Foster Group Foster Group on LinkedIn Foster Group Facebook Foster Group YouTube Financial Perspectives: Foster Group Podcast Jerry Foster on LinkedIn Connect with The Wow Factor:  WOW Factor Website  Brad Formsma on LinkedIn   Brad Formsma on Instagram   Brad Formsma on Facebook   X (formerly Twitter)