Podcast appearances and mentions of Greg Powell

We are thrilled to welcome Lexie Watts to the Fi Plan Partners team as our new Marketing Manager. In this episode of Team Strategies, she sits down with our President and CEO, Greg Powell, and our COO, Felicia Ludlum, to discuss her passion for using marketing to elevate the client experience and her vision amplifying […] The post Introducing our New Marketing Manager first appeared on Fi Plan Partners.

This week on Investors' Insights, we cut through the noise with facts, not emotions, on market reactions to geopolitical tensions, historical data, and the Fed's latest moves. Tune in for timely insights on how these developments could shape markets and the economy in the second half of 2025.   Greg Powell, CIMA® President and CEO […] The post Facts Not Emotions first appeared on Fi Plan Partners.

In this episode, the Portfolio Team pulls back the curtain on market momentum, revealing why the data paints a more optimistic picture than the headlines suggest. Greg Powell and Bobby Norman break down key profit trends, surprising economic signals, and what they could mean for the months ahead. Watch now to learn more about today's […] The post Behind The Curtain first appeared on Fi Plan Partners.

In this week's episode, The Portfolio Team reveals a surprising $225 billion stimulus flowing to small businesses and breaks down how strong earnings, and growing tariff uncertainty, are shaping the market outlook. Don't miss this timely and insightful conversation. Watch to learn more.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell […] The post Better Than Expected first appeared on Fi Plan Partners.

In this episode, the Portfolio Team unpacks the $300 billion shift in U.S.-China trade talks, its impact on market momentum, and key updates on the new tax bill. Tune in for insights on whether this rally has staying power, and what investors should be watching next.   Greg Powell, CIMA® President and CEO Wealth Consultant […] The post Confidence Building? first appeared on Fi Plan Partners.