FMI Financial Management Podcast

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 A...

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, a...

In this episode of the FMI Podcast, Marlana Lancaster sits down with Senior Client Services Associate, Abby Pannell for an authentic conversation about career growth, customer service, leadership, and what it means to truly serve people well. Abby shares her unexpected path from managing at Chick-fil-A to spending the last 10 years helping FMI grow. With no prior financial experience, she reflects...

In this episode of the FMI Podcast, financial advisor Marlana Lancaster and founder David Elmore explore what it really means to retire well. They discuss why retirement requires purpose beyond work, common mistakes people make with 401(k)s, how to create sustainable income from retirement savings, and the hidden tax traps that can devastate long‑term plans. The conversation also covers Social Sec...

In this episode of the FMI Podcast, financial planners Marlana Lancaster and David Elmore discuss the fundamental principles of navigating market volatility. They address why market fluctuations are a normal, expected part of the investment cycle and explain the technical definition of a "correction". The conversation focuses on the importance of maintaining a long-term perspective, even when head...

In this episode of the FMI Podcast, Marlana Lancaster and David Elmore break down the alarming rise in financial scams and how they’re impacting everyday people. From AI voice impersonation to romance and cryptocurrency scams, they share real-life stories, warning signs, and practical ways to protect yourself and your loved ones. This conversation highlights just how sophisticated scams have becom...

*CORRECTION*: Energy credits for solar, heat pumps, windows/doors, etc. are available for 2025, but many went away if not installed by 12/31/25. In this episode, David Elmore and Marlana Lancaster walk through the key tax law changes shaping the 2025 filing season. David and Marlana explain how these updates may increase refunds and reduce taxable income for many Americans. They cover: Why many pe...

This first episode introduces the Financial Management podcast, where financial planner Marlena Lancaster sits down with founder David Elmore to talk about the story behind the firm — from its beginnings in 1987 as a small bookkeeping and tax practice to its growth into a multi-division organization with more than 70 employees. David reflects on his early days running radio ads, the influence of m...