﻿ In this week’s educational episode, Keri Fish, Chief Operations Office at Fi Plan Partners, answers questions regarding retirement accounts and required minimum distributions. Watch as Keri explains what you need to know about taking your RMD prior to the 2021 deadline.   Keri Fish Chief Operations Officer Email Keri Fish here   Fi Plan […]

Investors' Insights and Market Updates

Required Minimum Distributions

Build your confidence with this podcast that gives every investor valuable knowledge about the financial markets and investment strategies. Subscribe and listen to weekly market commentaries every Monday from 34 year financial veteran,Greg Powell, CIMA, and his fi-Plan Portfolio Strategies Team. Combining years of financial experience, humor, and insight, they candidly discuss their current market concerns and what investors can expect for the week to come. Greg and another team members post other podcasts weekly on critical investing and financial topics, business consulting, technology, and business marketing. Subscribe and build your confidence. For more information, visit http://fiplanpartners.com. Securities offered through LPL Financial. Member FINRA/SIPC.

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Investors' Insights and Market Updates