FMI Financial Management Podcast cover art

FMI Financial Management Podcast

FMI Financial Management Podcast

By: Financial Management Inc.
Listen for free

About this listen

 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.Financial Management, Inc. Economics Personal Finance
Episodes
  • The Biggest Updates for Tax Filing in 2026

    The Biggest Updates for Tax Filing in 2026
    Feb 27 2026

    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 people are seeing bigger refunds this year
    • Social Security taxation + the new $6,000 deduction for seniors
    • How the overtime and tips tax breaks work
    • SALT deduction limit increases
    • New rules for auto loan interest on 2025 vehicle purchases
    • What happened to energy‑efficient tax credits
    • Major small‑business updates (Section 179, bonus depreciation, QBI)
    • The power of Qualified Charitable Distributions (QCDs)


    As Kingdom Advisors, David and Marlana blend technical tax insight with a philosophy of abundant, generous, and tax‑efficient financial living.
    Show More Show Less
    19 mins
  • The Story Behind the Firm

    The Story Behind the Firm
    Feb 16 2026
    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 motivational speakers, and how those experiences shaped both his leadership and the firm’s investment philosophy of asset allocation, diversification, and active management. Marlena and David discuss the importance of faith in their work as Certified Kingdom Advisors, and the joy and purpose they find in serving clients through every stage of life. The conversation also touches on team culture, legacy, and the mentors who influenced David personally — including Jim Rohn, Zig Ziglar, and Earl Nightingale, whose ideas continue to shape his outlook today.
    Show More Show Less
    15 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.