Fi Plan Partners

Investors' Insights and Market Updates

Investing insights on the markets and economy providing strategies designed to grow your wealth

Author

Fi Plan Partners

Category

Education

Podcast website

fiplanpartners.com

Latest episode

Jul 6, 2026

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Episodes

Secure Act 2.0: What’s New for 2023 13.09.2023

Stay informed on the latest updates from Secure Act 2.0 with this week’s educational episode. In this episode, Jason Hatley breaks down some of the new changes and provides insights on how they could affect your Financial Blueprint.

Pullbacks 11.09.2023

Oil Rig Counts Last week marked the tenth consecutive week where the oil rig count in the US didn’t go up. In fact, it has pulled back. The total number of rigs in the US is now 106 off of its all-time high, but why is that important? We’ve seen an increase in the price of gas at the pump over the summer, and with that rig count continuing to fall, it makes it unlikely that US oil prod...

September Blues? 01.09.2023

History of September Going back to 1950, September has historically been the worst month for the stock market and the only month of the year where both the average and median returns are negative. September also has the lowest positivity rate, meaning only 43.8% of the time is the market up in September. There’s much disagreement around why that is. There’s some thought that when peopl...

Debt, Drugs, and Driveways 28.08.2023

Listen as the Portfolio Team shares their insights on the latest developments in the bond market, housing, and interest rates.

Understanding the Four Types of Inflation 24.08.2023

In this educational episode, Ty Miller takes a deep dive into inflation, stagflation, hyperinflation, and deflation. He explains what each of them means and how they impact the economy differently.

Stubborn Markets 21.08.2023

In this week's episode, the portfolio team discusses the current choppy market conditions and share their insights on inflation and the Federal Reserve's interest rate hikes. With their wealth of experience and market knowledge, they'll provide valuable insights to help you navigate these uncertain times. Don't miss out on this opportunity to stay informed.

Zombie Inflation 14.08.2023

Corporate Earnings In a world where the market has a lot of negative news and uncertainty to digest, it’s important to stay focused on one of the biggest drivers of stock price movement: corporate earnings. A chart in this episode reveals the percentage of corporations beating earnings estimates in the second quarter of 2019. Also, on the far-right side of the chart, you will see that 77% of corpo...

Inflation and the 1970s 02.08.2023

In this episode, the Portfolio Team travels back in time to the 1970s to try and understand why the Federal Reserve might leave interest rates elevated as a way to battle inflation. Listen to hear about some of the data they are keeping an eye on in order to effectively manage portfolios during these times.

Artificial Intelligence and the Global Economy 02.08.2023

Watch this educational episode to hear Ashley Page talk about the global economic impact that AI could have over the next ten years as well as what pros and cons there might be surrounding the development of artificial intelligence.

Don’t Hold Your Breadth 31.07.2023

In the week’s episode, the Portfolio Team covers several topics, including market strength, historical data, interest rates, and more. Listen to hear what market-moving items they are keeping an eye on this week.

Money Market Stimulus 24.07.2023

In this educational episode, Trey Booth discusses interest paid to investors from money market accounts and explains how those funds could be used to stimulate the economy.

Recession Watch 24.07.2023

We are gearing up for the busiest week of the summer as more than 150 S&P 500 companies report earnings, the Fed announces its interest rate decision, and we get an update on inflation, GDP, consumer confidence, and more. Listen to this week’s episode to hear the Portfolio Team discuss these topics and what leading economic indicators they are studying to determine if a recession is in the works.

Unique Market Connections 14.07.2023

In this week’s episode, the Portfolio Team covers several topics, including inflation, international stimulus, and the weakening of the U.S. dollar. Listen to learn more about how these topics are connected and what kind of impact they are having on the economy, markets, and portfolios.

Annuity Basics 12.07.2023

Listen to this week's educational episode to hear Ty Miller go over the different types of annuities and explain the importance of each one.

Rolling Recession and Rate Hikes 10.07.2023

This week’s episode is packed with information regarding the heavy dose of economic news that is heading our way. Listen as the Portfolio Team discusses the Fed’s upcoming interest rate decision, recession, and market impacts.

Major Decisions for Your Estate Plan 06.07.2023

In this educational episode, Mark Hume goes over several vital things you need to know about your estate plan, no matter what stage of life you’re in. Watch or listen to this episode to learn where to get started with choosing the executor of your estate and more.

Stress Test 03.07.2023

In this week’s episode, the Portfolio Team discusses some recently released market-moving economic data reports, including bank stress testing, student loan forgiveness, and more. Listen to learn how these topics could impact the economy.

Exploring Stock Market Indexes 29.06.2023

In this educational episode, Trey Booth and Ty Miller go over some of the stock market's main indexes and the differences between them.

Russian Roulette 26.06.2023

Unrest in Russia There was an effective attempted coup in Russia over the weekend with the Wagner group. At one point, they were marching on Moscow. However, when the markets opened today, this topic seemed quelled entirely. What it did, however, was create more questions. This war between Russia and Ukraine has been in a stalemate for over a year now, and much of the uncertainty around it seems t...

Will AI Replace Human Advisors? 22.06.2023

Listen to this week's educational episode to hear Greg Powell and Mark Hume discuss artificial intelligence and how it could play a future role in the finance industry.

Skip or Pause 16.06.2023

Last week, we talked about the importance of the Fed’s interest rate decision. This week, we wanted to update our subscribers on the details of their decision and what kind of impact it will have on the economy and markets.

How to Satisfy Your RMD 15.06.2023

Listen to this week’s educational episode to hear the Operations Team discuss Required Minimum Distributions and how the team at Fi Plan Partners will educate you about RMD changes and ensure the process to satisfy your RMD is streamlined and effortless for you.

Fed Surprise? 12.06.2023

The market-moving event this week will be the Federal Reserve meeting on Wednesday. Listen to this week’s episode to hear the Portfolio Team talk about what they are keeping an eye on with the Fed and give an update on inflation, the situation with global central banks, and more.

Mortgage Rates 08.06.2023

Mortgage rates have spiked since last year, but how does that impact buyers and their monthly payments? Listen to this week’s educational episode to hear Bobby Norman review current mortgage rates and compare them to the highs and lows from 1971 to now.

Headline Market Strength vs. Underlying Weakness 05.06.2023

There is a tug-of-war between the positives of a resilient economy and certain areas' underlying weaknesses. Listen to this week’s episode to hear the Portfolio Team talk about these areas and what they are keeping an eye on moving forward.

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