This show helps individuals and families navigate money with clarity, confidence, and a values‑driven perspective. Rooted in timeless principles and supported by decades of professional financial planning and tax expertise, each episode delivers practical strategies you can use this week—from smarter tax moves and retirement planning to generosity, legacy, and financial stewardship. Join us for clear frameworks, real scenarios, thoughtful faith‑informed insights, and tools designed to help you steward well and live fully.
FMI Financial Management Podcast
Claim This Podcastby Financial Management, Inc.
5.0(1 reviews)
9 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
This show helps individuals and families navigate money with clarity, confidence, and a values‑driven perspective. Rooted in timeless principles and supported by decades of professional financial planning and tax expertise, each episode delivers practical strategies you can use this week—from smarter tax moves and retirement planning to generosity, legacy, and financial stewardship. Join us for clear frameworks, real scenarios, thoughtful faith‑informed insights, and tools designed to help you steward well and live fully.
Language
🇺🇲
Publishing Since
2/16/2026
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Recent Episodes
July 21, 2026
The Biggest Tax Mistake People Make Every Year (And It's Preventable)
<p>In this episode of the podcast, we sit down with Wes Kirtz, Managing Director of Bookkeeper.com, to discuss how integrating tax planning with financial advising can help individuals and business owners simplify their financial lives while minimizing unnecessary taxes.</p><p><br></p><p>The conversation covers why having multiple investment accounts and advisors can create unnecessary complexity, the importance of proactive tax planning throughout the year, new charitable giving rules for 2026, retirement planning strategies, and why having a single financial "quarterback" can make a significant difference for both your finances today and your family's future.</p><p><br></p><p>Whether you're preparing for retirement, managing investments, or looking for ways to reduce your tax burden, this discussion provides practical insights into building a more coordinated financial plan.</p><p><br></p><p>0:00 – Introduction and meeting Wes Kirtz</p><p>1:02 – Why multiple investment accounts create financial chaos</p><p>2:12 – The advantages of consolidating assets and advisors</p><p>4:28 – Required Minimum Distributions (RMDs) and consolidation benefits</p><p>5:56 – The difference between tax preparation and tax planning</p><p>7:46 – Why tax planning must happen before year-end</p><p>8:15 – 2026 charitable deduction changes explained</p><p>11:02 – Qualified Charitable Distributions (QCDs) and IRA giving strategies</p><p>14:07 – The best tax deduction: retirement accounts</p><p>15:29 – Retirement plan strategies for business owners</p><p>17:05 – Estate planning, wealth transfer, and avoiding unnecessary complexity</p><p>17:56 – The value of having financial advisors and CPAs working together</p><p>18:26 – Closing thoughts</p>
July 1, 2026
The Next Evolution of AI for Wealth Management Is Here
<p>In this episode, we sit down with Client Services Associate Joel Elmore to discuss how engineering, technology, and AI are reshaping the way we approach investment management. Joel shares his background in electrical and computer engineering and how those problem-solving skills translate directly into building and managing strategies. The conversation explores how data, software development, and AI tools are being used to analyze large amounts of information, improve decision-making, and create more effective investment strategies. We also dive into key principles such as risk management, diversification, and the importance of aligning strategies with each client’s goals and comfort level. The discussion touches on current market trends, including the rapid growth of AI, and why today’s environment differs from past cycles like the dot-com era.</p>
June 12, 2026
Meet the Young Financial Advisor Helping 20-Somethings Build Wealth
<p>In this episode of the FMI podcast, Marlana Lancaster sits down with associate advisor Caleb Snider to talk about his journey into financial planning, growing up in southwest Virginia, and his passion for helping people navigate their financial lives. They discuss practical advice for younger investors, including retirement savings, Roth IRAs, employer matches, investing during market downturns, and how much house people can realistically afford. Caleb also shares insights on consistency in investing, long-term financial planning, and balancing life outside the office through faith, music, golf, and fitness.</p><p><br></p><p>00:00 – Introduction and welcome </p><p>00:47 – Caleb’s background and career path </p><p>03:39 – Why financial planning as a career </p><p>06:34 – Who needs a financial advisor and minimums </p><p>07:19 – Working with younger vs. older clients </p><p>08:10 – How much to save (retirement contribution guidance) </p><p>09:15 – Employer match importance (401k basics) </p><p>09:41 – Additional savings beyond a 401k </p><p>10:01 – What is a Roth IRA and how it works </p><p>10:49 – Comparing growth and tax treatment across accounts </p><p>11:32 – Importance of actually investing contributions </p><p>12:01 – How aggressive young investors should be </p><p>12:21 – Home buying and affordability guidelines </p><p>13:41 – Key advice for young investors (consistency, discipline) </p><p>14:30 – Market downturns and investing mindset </p><p>15:13 – Personal interests and life outside of work </p><p>16:34 – Closing remarks</p>
9 total episodes available
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Frequently asked questions
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- What is FMI Financial Management Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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