Investors' Insights and Market Updates
By Fi Plan Partners
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Fi Plan Partners
Category: Self-Improvement
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 19
Reviews: 0
Episodes: 301
Description
Investing insights on the markets and economy providing strategies designed to grow your wealth
| Episode | Date |
|---|---|
|
How About Those Credit Cards?
|
Nov 03, 2025 |
|
The Art of Effortless Travel: Insights from Classic Travel by Pam
|
Oct 29, 2025 |
|
These Checklists Don’t Lie
|
Oct 27, 2025 |
|
Discovering How to Lead Yourself in Order to Lead Others: Insights with John Bentley
|
Oct 22, 2025 |
|
Profits and Tariffs: A Deeper Dive
|
Oct 20, 2025 |
|
Market Overvalued? Not so fast…
|
Oct 13, 2025 |
|
October Markets: Trick or Treat?
|
Oct 06, 2025 |
|
The Triple Tax Advantage of an HSA
|
Oct 02, 2025 |
|
Full House
|
Sep 29, 2025 |
|
Introducing our New Marketing Manager
|
Sep 25, 2025 |
|
966 Days
|
Sep 22, 2025 |
|
Hidden Tax of Market Volatility
|
Sep 18, 2025 |
|
Fed Meeting? Government Shutdown?
|
Sep 15, 2025 |
|
Rates are the Story
|
Sep 08, 2025 |
|
Fed Comments, Market Response
|
Aug 25, 2025 |
|
Out-Earning Inflation
|
Aug 18, 2025 |
|
Life Estates
|
Aug 13, 2025 |
|
Outperforming Expectations
|
Aug 11, 2025 |
|
Decisions and Deadlines
|
Aug 04, 2025 |
|
Charitable Giving Strategy
|
Jul 31, 2025 |
|
How Soon We Forget
|
Jul 28, 2025 |
|
How Women are Impacting Wealth Transfer
|
Jul 24, 2025 |
|
Charts You Need to See
|
Jul 21, 2025 |
|
Retirement Plan Options
|
Jul 16, 2025 |
|
Second Half and Earnings
|
Jul 14, 2025 |
|
How Large is the US Debt?
|
Jul 10, 2025 |
|
Not Just a Bill
|
Jul 07, 2025 |
|
Market Strength in July?
|
Jun 30, 2025 |
|
Taxes, Oil, and Technicals
|
Jun 23, 2025 |
|
Mid-Year Outlook
|
Jun 16, 2025 |
|
Facts Not Emotions
|
Jun 16, 2025 |
|
Behind The Curtain
|
Jun 09, 2025 |
|
Selling a Business: External Options
|
Jun 05, 2025 |
|
Better Than Expected
|
Jun 02, 2025 |
|
Selling a Business: Internal Options
|
May 21, 2025 |
|
Confidence Building?
|
May 19, 2025 |
|
Hot off the Press
|
May 12, 2025 |
|
Market Resistance
|
May 05, 2025 |
|
Understanding Bonds
|
Apr 30, 2025 |
|
It’s All Relative
|
Apr 28, 2025 |
|
Numbers Behind the Noise
|
Apr 21, 2025 |
|
Recession Checklist
|
Apr 14, 2025 |
|
Don’t Panic
|
Apr 07, 2025 |
|
Ownership, Buybacks, and Trade
|
Mar 31, 2025 |
|
Talking Tarrifs
|
Mar 24, 2025 |
|
Buried in the News
|
Mar 17, 2025 |
|
The Economic Impact of Energy Costs
|
Mar 13, 2025 |
|
Stay Focused
|
Mar 10, 2025 |
|
Building Your Child’s Credit History Early
|
Mar 06, 2025 |
|
Expectations
|
Mar 03, 2025 |
|
America’s Natural Gas Advantage
|
Feb 27, 2025 |
|
Government Shutdown?
|
Feb 24, 2025 |
|
Tax Time Insights
|
Feb 20, 2025 |
|
Celebrating 20 Years of Fi Plan Partners
|
Feb 18, 2025 |
|
Headwinds vs. Tailwinds
|
Feb 14, 2025 |
|
It’s a H.I.T.
|
Feb 10, 2025 |
|
Slippery Slope
|
Feb 03, 2025 |
|
AI Influence vs. Market Breadth
|
Jan 27, 2025 |
|
Topics for a Historical Day
|
Jan 17, 2025 |
|
The Risk of Relying on Average Returns to Make Financial Decisions
|
Jan 16, 2025 |
|
Rates, Rates, Rates
|
Jan 13, 2025 |
|
Headlines for 2025
|
Dec 24, 2024 |
|
Navigating Elder Care
|
Dec 23, 2024 |
|
Gifting a Financial Plan
|
Dec 20, 2024 |
|
Santa Claus Rally?
|
Dec 16, 2024 |
|
The Four Intangible Capitals
|
Dec 12, 2024 |
|
It’s Not a Guessing Game
|
Dec 09, 2024 |
|
Understanding Your Credit Score
|
Dec 05, 2024 |
|
December to Remember?
|
Dec 02, 2024 |
|
The Importance of Saving Early
|
Nov 26, 2024 |
|
Home for the Holidays
|
Nov 25, 2024 |
|
Year-End Deadlines
|
Nov 21, 2024 |
|
Rates, Housing, and Markets
|
Nov 18, 2024 |
|
Elections, Rates, and Stocks
|
Nov 09, 2024 |
|
The Decisions for the Week
|
Nov 04, 2024 |
|
What is a 1031 Exchange?
|
Oct 31, 2024 |
|
Eight Days Out
|
Oct 28, 2024 |
|
Client Correspondence and Account View 2.0
|
Oct 24, 2024 |
|
Pause or Refresh?
|
Oct 21, 2024 |
|
What The Market Is Telling Us
|
Oct 14, 2024 |
|
Innovation Mavericks: Andy J. McFetridge, Head of Strategic Relationships and Investment Specialists, John Hancock Investment Management
|
Oct 10, 2024 |
|
Jobs Earned, Jobs Saved
|
Oct 07, 2024 |
|
Volatility, China, and Jobs
|
Sep 30, 2024 |
|
Maximizing Value in a Buy-Sell Agreement
|
Sep 26, 2024 |
|
Fed Cut, Now What?
|
Sep 23, 2024 |
|
The Cost of Buying and Selling Real Estate
|
Sep 19, 2024 |
|
Fed on the Move
|
Sep 16, 2024 |
|
Earnings, The Fed, and Deficit
|
Sep 09, 2024 |
|
Explaining the Market’s Fear Gauge
|
Aug 29, 2024 |
|
Jobs Lost, Housing Found
|
Aug 26, 2024 |
|
Innovation Mavericks: Jeff Brabant, Vice President, Federal Government Relations- NFIB
|
Aug 22, 2024 |
|
Unnecessary Fear
|
Aug 19, 2024 |
|
Is This Normal?
|
Aug 12, 2024 |
|
Pullback or Bubble?
|
Aug 05, 2024 |
|
Target Date Funds
|
Aug 01, 2024 |
|
Changes Coming?
|
Jul 29, 2024 |
|
Estate Planning for Blended Families
|
Jul 26, 2024 |
|
No Politics, Market Insights
|
Jul 22, 2024 |
|
Business Owner Readiness
|
Jul 11, 2024 |
|
Bring on Earnings
|
Jul 10, 2024 |
|
Business Attractiveness
|
Jul 10, 2024 |
|
AI-EI-O
|
Jul 08, 2024 |
|
Fireworks in the Second Half?
|
Jun 28, 2024 |
|
Innovation Mavericks: Mitch York, Certified EOS Implementer®
|
Jun 27, 2024 |
|
Client Concerns
|
Jun 24, 2024 |
|
Ten, Ten, 2020
|
Jun 17, 2024 |
|
Better Richer Fuller: Owning a Business
|
Jun 13, 2024 |
|
Fed Up, Stock Supply Down
|
Jun 10, 2024 |
|
Understanding SBA Loans
|
Jun 06, 2024 |
|
Election and The Economy
|
Jun 03, 2024 |
|
Forming an Exit Strategy
|
May 23, 2024 |
|
It Matters
|
May 20, 2024 |
|
How Can a CEPA Help You?
|
May 15, 2024 |
|
Fed Dilemma
|
May 13, 2024 |
|
Topics That Business Owners Overlook
|
May 09, 2024 |
|
Market Returns and Fed Policy
|
May 06, 2024 |
|
Qualified Charitable Distributions
|
May 01, 2024 |
|
Dividends and Liquidity Matter
|
Apr 29, 2024 |
|
Taking the Good With the Bad
|
Apr 22, 2024 |
|
Corporate America’s Balance Sheet Versus The US Treasury
|
Apr 18, 2024 |
|
Masters and the Markets
|
Apr 15, 2024 |
|
Bull Market Top?
|
Apr 08, 2024 |
|
Important Tax Reminders
|
Apr 04, 2024 |
|
Debt and Earnings on the Rise
|
Apr 01, 2024 |
|
End of a Negative Era
|
Mar 25, 2024 |
|
Commercial Real Estate Vacancies
|
Mar 21, 2024 |
|
Higher Inflation vs. Higher Productivity
|
Mar 18, 2024 |
|
What is a Stock Split?
|
Mar 14, 2024 |
|
Valuations and Expectations
|
Mar 11, 2024 |
|
Consumers, Cars, and Gasoline
|
Mar 04, 2024 |
|
Inflation and P/E Ratio
|
Feb 29, 2024 |
|
Government Shenanigans
|
Feb 26, 2024 |
|
Nineteen Years of Celebration
|
Feb 16, 2024 |
|
Maximizing Employee Benefits
|
Feb 15, 2024 |
|
Facts Over Emotion
|
Feb 12, 2024 |
|
Exciting News and Introductions
|
Feb 07, 2024 |
|
Payouts and Rate Cuts
|
Feb 05, 2024 |
|
Weather, Containers, and Markets
|
Jan 29, 2024 |
|
Will The US Dollar Remain The Reserve Currency?
|
Jan 25, 2024 |
|
Conflicts Near and Far
|
Jan 22, 2024 |
|
Reserved Optimism
|
Jan 12, 2024 |
|
Beyond the Market Headlines
|
Jan 08, 2024 |
|
Economic Indicators
|
Jan 04, 2024 |
|
The Importance of an Umbrella Policy
|
Dec 21, 2023 |
|
Home Insurance
|
Dec 21, 2023 |
|
Rate Cut Grinch
|
Dec 18, 2023 |
|
Trends vs. Reality
|
Dec 11, 2023 |
|
Year-End Deadlines
|
Dec 07, 2023 |
|
Finish The Job
|
Dec 04, 2023 |
|
Deposits vs. Loans
|
Nov 27, 2023 |
|
Thankful Markets
|
Nov 20, 2023 |
|
The Impact of Interest Rates on Corporate America
|
Nov 16, 2023 |
|
Inflation High, Water Levels Low
|
Nov 13, 2023 |
|
Market Momentum?
|
Nov 06, 2023 |
|
On Fed and Recession Watch
|
Oct 30, 2023 |
|
Exit Strategies for Your Business
|
Oct 25, 2023 |
|
Watching Spikes Carefully
|
Oct 23, 2023 |
|
Earnings vs. Geopolitical Events
|
Oct 16, 2023 |
|
Secure Act 2.0: Provisions Effective in 2025 and Beyond
|
Oct 12, 2023 |
|
Global Tensions
|
Oct 09, 2023 |
|
Rise Together
|
Oct 02, 2023 |
|
Updates to Your LPL Statements
|
Sep 28, 2023 |
|
Cautiously Optimistic
|
Sep 25, 2023 |
|
Secure Act 2.0: Provisions Effective in 2024
|
Sep 21, 2023 |
|
Shutdowns and Stress
|
Sep 18, 2023 |
|
Secure Act 2.0: What’s New for 2023
|
Sep 13, 2023 |
|
Pullbacks
|
Sep 11, 2023 |
|
September Blues?
|
Sep 01, 2023 |
|
Debt, Drugs, and Driveways
|
Aug 28, 2023 |
|
Understanding the Four Types of Inflation
|
Aug 24, 2023 |
|
Stubborn Markets
|
Aug 21, 2023 |
|
Zombie Inflation
|
Aug 14, 2023 |
|
Inflation and the 1970s
|
Aug 02, 2023 |
|
Artificial Intelligence and the Global Economy
|
Aug 02, 2023 |
|
Don’t Hold Your Breadth
|
Jul 31, 2023 |
|
Money Market Stimulus
|
Jul 24, 2023 |
|
Recession Watch
|
Jul 24, 2023 |
|
Unique Market Connections
|
Jul 14, 2023 |
|
Annuity Basics
|
Jul 12, 2023 |
|
Rolling Recession and Rate Hikes
|
Jul 10, 2023 |
|
Major Decisions for Your Estate Plan
|
Jul 06, 2023 |
|
Stress Test
|
Jul 03, 2023 |
|
Exploring Stock Market Indexes
|
Jun 29, 2023 |
|
Russian Roulette
|
Jun 26, 2023 |
|
Will AI Replace Human Advisors?
|
Jun 22, 2023 |
|
Skip or Pause
|
Jun 16, 2023 |
|
How to Satisfy Your RMD
|
Jun 15, 2023 |
|
Fed Surprise?
|
Jun 12, 2023 |
|
Mortgage Rates
|
Jun 08, 2023 |
|
Headline Market Strength vs. Underlying Weakness
|
Jun 05, 2023 |
|
Secure Act 2.0: New Laws for 529 Plans
|
Jun 01, 2023 |
|
Blessings and Markets
|
May 26, 2023 |
|
What is GDP?
|
May 25, 2023 |
|
Winning with Interest Rates?
|
May 22, 2023 |
|
Reshoring of US Manufacturing Jobs
|
May 18, 2023 |
|
Where Are We Going?
|
May 15, 2023 |
|
The Federal Reserve and Interest Rates
|
May 11, 2023 |
|
It’s All In the Wording
|
May 08, 2023 |
|
New RMD Rules for 2023
|
May 03, 2023 |
|
Fund Flows
|
May 01, 2023 |
|
Inflation and Investment Returns
|
Apr 27, 2023 |
|
Seven Percent Gauge
|
Apr 24, 2023 |
|
What is Correlation?
|
Apr 20, 2023 |
|
Debt Up, Fuel Down
|
Apr 17, 2023 |
|
The Client Experience
|
Apr 13, 2023 |
|
The Misery Index and Markets
|
Apr 10, 2023 |
|
Understanding SIPC Asset Protection
|
Apr 06, 2023 |
|
Market Seasonality
|
Apr 03, 2023 |
|
Banking and the Economy
|
Mar 30, 2023 |
|
Is Volatility The New Norm?
|
Mar 27, 2023 |
|
Financial Planning Tips for Homeowners
|
Mar 23, 2023 |
|
Be Careful What You Wish For
|
Mar 20, 2023 |
|
Finding Tax Documents on Account View
|
Mar 16, 2023 |
|
Panic Not Required
|
Mar 13, 2023 |
|
Can the Market Hold the Line?
|
Mar 06, 2023 |
|
ETFs Vs. Mutual Funds
|
Mar 02, 2023 |
|
Inflation and Market Volatility
|
Feb 27, 2023 |
|
Behind the Screens
|
Feb 17, 2023 |
|
An 18th Anniversary Celebration
|
Feb 17, 2023 |
|
Romance with Inflation
|
Feb 13, 2023 |
|
The Pros and Cons of Preferred Stocks
|
Feb 09, 2023 |
|
Golden Cross
|
Feb 06, 2023 |
|
Fed Fury
|
Jan 30, 2023 |
|
Tax Loss Harvesting
|
Jan 26, 2023 |
|
Charts Don’t Lie
|
Jan 23, 2023 |
|
Unrealized vs Realized Gains and Losses
|
Jan 19, 2023 |
|
2023 and You
|
Jan 09, 2023 |
|
The Impact of Interest Rates on Housing Costs
|
Jan 05, 2023 |
|
The Fed Grinch
|
Dec 19, 2022 |
|
Innovation Mavericks: Rush Garner, Owner of Rush Wine Cellars
|
Dec 15, 2022 |
|
Inflation: Naughty or Nice?
|
Dec 12, 2022 |
|
Low on Energy, High on Jobs
|
Dec 05, 2022 |
|
Is Your Life Insurance the Best for You?
|
Dec 01, 2022 |
|
Markets, Elections and China
|
Nov 28, 2022 |
|
Carving Up Inflation
|
Nov 21, 2022 |
|
The Impact of the Elections?
|
Nov 14, 2022 |
|
2023 Tax Planning
|
Nov 10, 2022 |
|
Charting the Course
|
Nov 07, 2022 |
|
Higher Rates and Your Money
|
Nov 03, 2022 |
|
Trends
|
Oct 31, 2022 |
|
Social Security Cost of Living Adjustments
|
Oct 27, 2022 |
|
The McRib and Markets
|
Oct 24, 2022 |
|
Inherited IRA Rule Changes
|
Oct 20, 2022 |
|
Investors’ Wishlist
|
Oct 17, 2022 |
|
How the European Energy Crisis Affects the Global Economy
|
Oct 13, 2022 |
|
Good News, Bad News
|
Oct 10, 2022 |
|
Operations and Year-End Checklist
|
Oct 06, 2022 |
|
Cutting Supply
|
Oct 03, 2022 |
|
Returning Cash to Shareholders
|
Sep 29, 2022 |
|
Innovation Mavericks: Michelle and Hunter Norwood, A Little Something Extra Ice Cream
|
Sep 22, 2022 |
|
All About The Fed
|
Sep 19, 2022 |
|
Surprising September
|
Sep 12, 2022 |
|
Election Impact on Markets
|
Sep 08, 2022 |
|
Understanding Your Cash
|
Sep 01, 2022 |
|
Answering Client Questions
|
Aug 26, 2022 |
|
Innovation Mavericks: Brian Collins, Atomic Pictures
|
Aug 25, 2022 |
|
Rattling Cages
|
Aug 22, 2022 |
|
Secure Act 2.0
|
Aug 18, 2022 |
|
Ninety Percent?
|
Aug 15, 2022 |
|
Innovation Mavericks: Mitch York, Certified EOS Implementer®
|
Aug 12, 2022 |
|
Winners and Losers
|
Aug 08, 2022 |
|
Friend-Shoring
|
Aug 04, 2022 |
|
Recession or Recovery?
|
Aug 01, 2022 |
|
The Fed Balance Sheet
|
Jul 28, 2022 |
|
Tornado of Market Activity
|
Jul 25, 2022 |
|
Explaining Risk-Free Return
|
Jul 21, 2022 |
|
Slay the Inflation Dragon
|
Jul 18, 2022 |
|
Inflation and Commodities
|
Jul 14, 2022 |
|
Soft Landing?
|
Jul 11, 2022 |
|
What Is Asset Allocation?
|
Jul 07, 2022 |
|
Retirement Planning for the Self-Employed
|
Jun 30, 2022 |
|
Bear Market Rally?
|
Jun 27, 2022 |
|
Understanding Dividends
|
Jun 23, 2022 |
|
Farewell TINA
|
Jun 17, 2022 |
|
Service Sector Inflation
|
Jun 16, 2022 |
|
Nine Trillion-Dollar Decision
|
Jun 13, 2022 |
|
What Are Stock Splits?
|
Jun 09, 2022 |
|
Please Take a Trip
|
Jun 06, 2022 |
|
Companies vs. Consumers
|
May 27, 2022 |
|
Gifting to Help Others
|
May 26, 2022 |
|
Markets and 1970
|
May 23, 2022 |
|
Consumer Down, But Not Out
|
May 16, 2022 |
|
Can Supply Meet Demand?
|
May 09, 2022 |
|
Understanding Capital Structure
|
May 05, 2022 |
|
Money, Money, Money
|
May 02, 2022 |
|
Is Everything Okay in the USA?
|
Apr 25, 2022 |
|
The Long-Term Value of HSAs
|
Apr 21, 2022 |
|
Sell in May?
|
Apr 18, 2022 |
|
Recession and The Yield Curve
|
Apr 14, 2022 |
|
Murky Market Outlook
|
Apr 11, 2022 |
|
Strategic Use of Credit Cards
|
Apr 07, 2022 |
|
Is The Market Madness Behind Us?
|
Apr 04, 2022 |
|
Are the Bears in Trouble?
|
Mar 28, 2022 |
|
What is a 401(k)?
|
Mar 24, 2022 |
|
Rates Higher, Gas Lower?
|
Mar 21, 2022 |
|
Three Major Indexes of the Stock Market
|
Mar 16, 2022 |
|
News Driven Markets
|
Mar 14, 2022 |
|
The Good, The Bad, The Ugly
|
Mar 07, 2022 |
|
Increasing Interest Rates
|
Mar 03, 2022 |
|
Emotions, News, and Markets
|
Feb 28, 2022 |
|
Bull Market vs. Bear Market
|
Aug 31, 2018 |