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On this week's episode of Educational Insights, Robert Moody breaks down one of the most important retirement decisions individuals face, which is when to begin claiming Social Security benefits. He walks through the key claiming ages, trade-offs between early and delayed benefits, and strategic considerations like spousal and survivor options that can significantly impact long-term outcomes. As retirement planning becomes more personalized, this perspective provides valuable insight into how individuals can make more informed, confident decisions about their financial future. Watch to learn more. Robert Moody, CFP®, CEPA® Senior Vice President Wealth Consultant Email Robert Moody here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post When to Start Social Security Benefits first appeared on Fi Plan Partners.
Send us Fan MailWhy do digital pathology projects get harder once the real workflow starts?In this USCAP 2026 conversation, I talk with Robert Moody from Hamamatsu and Jake Eden from Agilent about what the conference theme, MAKING CONNECTIONS, looks like in actual digital pathology implementation. This was not just a conversation about products. It was a conversation about workflow. We talked about why consistent staining matters before scanning, why strong partnerships need a shared vision, and why labs increasingly want a simpler point of contact as they move into digital pathology. One point I really liked is that the value of a partnership is no longer just in combining components. It is in reducing complexity for the lab. Robert and Jake explain how vendors increasingly act as guides during digital transformation, helping customers navigate technical decisions, implementation steps, and the many stakeholders involved beyond pathology itself. That includes IT, information security, legal, finance, and lab operations. Another key theme is that no two deployments look the same. Some labs are centralized. Some are hub-and-spoke. Some outsource parts of the workflow. That is why future-proofing came up so strongly in this episode. Jake talks about keeping options open with open, agnostic workflows, and Robert makes the practical point that the most expensive thing you can do is the same implementation twice. Key highlights[00:22] Why this episode moves from high-level partnerships to what they look like in the lab [02:33] Why staining consistency matters for successful digital workflows [03:14] Shared vision, relationships, and why partnerships start with people [05:29] The idea of a single point of contact to reduce complexity for labs [08:32] Why vendors have become digital pathology guides [10:03] Why every deployment is unique [14:22] Future-proofing and choosing open, agnostic workflows [15:46] Why doing the same implementation twice is the expensive mistake to avoid Support the showGet the "Digital Pathology 101" FREE E-book and join us!
Send us Fan Mail Why does digital pathology adoption move faster in some places than others? In this USCAP 2026 conversation, I sat down with Robert Moody and Fumiya Fuji from Hamamatsu to talk about what the conference theme, MAKING CONNECTIONS, really looks like in practice. This was not just a scanner conversation. It was a workflow conversation. We talked about why digital pathology has shifted from a scanner-first mindset to a solution-first one, and why that matters for labs trying to build workflows that actually work. Robert explained why partnerships now need to happen earlier, with software, hardware, and execution teams involved from the start. Fumiya added a global perspective, comparing adoption drivers across the US, Japan, Europe, and Canada, and explaining why local support systems, ROI, geography, and government backing can all change the pace of adoption. One point I especially liked was this: digital pathology is not one product. It is an ecosystem. And if one component fails, the whole workflow can break down. That is why connected thinking matters so much right now. This episode is really about how companies, labs, and partners are learning to work more like a team. Key highlights [00:00] Why MAKING CONNECTIONS fits digital pathology so well [01:37] Why partnerships matter beyond the scanner [04:29] The shift from scanner-first to solution-first[04:58] How adoption differs across the US, Japan, Europe, and Canada [09:01] Why global collaboration inside Hamamatsu matters [10:50] How partnerships move from paper to real-world execution [12:55] Why does the USCAP show floor show a more connected industry [14:37] Why the next phase of digital pathology depends on interoperability and connected workflows Support the showGet the "Digital Pathology 101" FREE E-book and join us!
On this week's episode of Educational Insights, Robert Moody breaks down the Roth 401(k) and how it compares to a traditional 401(k), along with how to know which one may be the best fit for your goals. From tax-free growth and withdrawals to contribution limits, employer matching, and tax diversification, this episode highlights the key pros and cons to help you make a confident decision. He also walks through common situations where a Roth 401(k) can be especially valuable, including for younger savers, higher earners, and those planning for long-term flexibility in retirement. Watch to learn more. Robert Moody, CFP®, CEPA® Senior Vice President Wealth Consultant Email Robert Moody here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Pros and Cons of a Roth 401(k) first appeared on Fi Plan Partners.
On this week's episode of Educational Insights, Robert Moody breaks down the latest updates to 529 plans, including new tax benefits, scholarship withdrawal flexibility, and even the ability to roll unused funds into a beneficiary's Roth IRA. These changes give families more control than ever over education and retirement planning, with several little-known rules that could make a major financial difference. Don't miss this quick breakdown of what's new, what's changing, and how to make the most of your 529. Watch to learn more. Robert Moody, CFP®, CEPA® Senior Vice President Wealth Consultant Email Robert Moody here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post 529 Plans – Overview and Important Changes first appeared on Fi Plan Partners.
In this episode of Educational Insights, Bobby Norman, CFP®, AIF®, CEPA®, and Robert Moody, CFP®, CEPA®, explore external exit strategies for business owners, including private equity, strategic buyers, open market sales, and more. Learn how to navigate these complex options to maximize your business's value when selling outside the family or team. Bobby Norman […] The post Selling a Business: External Options first appeared on Fi Plan Partners.
In this episode of Educational Insights, Bobby Norman, CFP®, AIF®, CEPA®, and Robert Moody, CFP®, CEPA®, dive into key internal exit options for business owners, from intergenerational transfers to selling to employees. Tune in to learn the pros, cons, and strategies to ensure your business's successful transition when the time comes. Bobby Norman, CFP®, […] The post Selling a Business: Internal Options first appeared on Fi Plan Partners.
Hoy Pepe Rubio nos embarca en la historia de María Wonenburger, una matemática gallega que tuvo que vivir cómo su talento fue ignorado en España, pero redescubierto por las matemáticas María José Souto y Ana Dorotea Tarrío en el año 2002. Una historia que comienza con una familia de empresarios gallegos, los Wonenburger, conocidos por su influencia en la metalurgia. Su familia le dio todo el apoyo, matriculándola en el instituto Eusebio da Guarda, un centro histórico de A Coruña, donde comenzó su pasión por las matemáticas. Más tarde conseguiría la beca Fulbright que la llevó hasta Yale, y allí, con el prestigioso matemático Jacobson como director de su tesis, se convirtió en una de las grandes de su campo. Su trabajo fue tan innovador que acabó en la Universidad de Toronto, donde dirigió la tesis de otro genio de las matemáticas, Robert Moody. Una gallega que revolucionó el álgebra del siglo XX y que, los que la conocieron, coinciden en la persona tan maravillosa que era y la risa tan contagiosa que tenía. Han colaborado en este podcast Consuelo Bautista, María José Souto, Ana Dorotea Tarrío, Teba Chacón, Isabel Ruso, Mercedes Carreras, Juan Rocha Osornio y Alejandra Röhr.
Watch this episode to learn about the four intangible capitals and how they can significantly increase the value of your business. Bobby Norman and Robert Moody, both Certified Exit Planning Advisors, break down how each capital impacts enterprise value and offer insights to help business owners grow and prepare for a successful sale. Bobby […] The post The Four Intangible Capitals first appeared on Fi Plan Partners.
Watch this educational episode to hear Robert Moody discuss 1031 exchanges and ways they can be beneficial. Learn how to defer capital gains taxes when selling and buying like-kind properties, as well as important time limits to keep in mind. Robert Moody, CFP®, CEPA® Senior Vice President Wealth Consultant Email Robert Moody here Fi […] The post What is a 1031 Exchange? first appeared on Fi Plan Partners.
Gain a wealth of knowledge from our latest educational episode where Bobby Norman and Robert Moody delve into the crucial aspects of Business Owner readiness. Gain valuable insights on ensuring your business is well-prepared for a potential sale, both from a personal and professional standpoint. Discover tips on strategizing your exit plan for a successful […] The post Business Owner Readiness first appeared on Fi Plan Partners.
We are excited to invite you to join us in this week's educational episode, where Bobby Norman and Robert Moody delve into the crucial topic of buyer preferences in the business purchase process. Gain valuable insights into the strengths and weaknesses that buyers consider when seeking to acquire a new business. Don't miss out on […] The post Business Attractiveness first appeared on Fi Plan Partners.
On this week's edition of People of Note, brought to you by PTP, I'll be talking to a recent visitor to South Africa, the Canadian born, Berlin based cellist Bryan Cheng who stunned us with his performance of Elgar's Cello Concerto with the CPO under Robert Moody. Bryan has won a number of major international awards and made his sold out debut in Carnegie Hall when he was only 14. He plays the Dubois Stradavarius Cell from 1699.
Check out this week's episode Toledo Scott's Robert Moody!!!
Come join us at the 2022 Wichita Business Expo at Century II on Thursday, September 29! This is the premiere business-to-business trade show in Wichita. No matter what you are looking for, you will find it at the Expo! Learn more now!For many years, it didn't even dawn on Robert Moody that he could become a lawyer, but at the age of 35 he went back to school and now finds himself as a partner at Martin Pringle. He talks with Don and Ebony about his Leadership Wichita experience and how he is pulling others up to give them hope through our justice system. On this episode we discuss: Moving from Montgomery, Alabama to Kansas An accidental start in the legal profession Not realizing it was possible to become a lawyer, but then achieving partner Encouraging diversity in the legal profession in Wichita How a hip-hop guy fits in as a lawyer Breaking down barriers for others, giving them hope Record expungement What impacted him most from Leadership Wichita Learn more about Robert Moody:https://www.martinpringle.com/attorneys/robert-j-moodyFacebook ProfileLinkedIn ProfileRobert Moody was born in Montgomery, Alabama, and lived there for the first ten years of his life. To thisday, he remains a rabid Auburn fan. When he was in grade school, Robert and his family moved toProtection, Kansas, a little town full of friendly people.Robert's first job in the legal field was working as a runner. After graduating from Wichita State University'slegal assistant program, Robert began working as a legal assistant in a small and bustling general litigationfirm in Wichita, Kansas. Seven years later, Robert applied for a position in the clerk's office of the UnitedStates District Court for the District of Kansas. He thrived in this competitive environment, and was selectedfor the job from a large pool of candidates. After three years in the clerk's office, Robert accepted a positionas the courtroom deputy for the Honorable Monti Belot, United States District Court Judge.Robert's experiences in these positions stimulated his keen intellect and inspired him to attend law school.After observing lawyers and legal proceedings from these distinctly different angles, Robert realized that hecould handle the pressures and challenges of practicing law. More importantly, he realized he wanted tobecome a lawyer. Taking on more responsibility, and having a greater impact on the outcome of contestedmatters, appealed to Robert. He wanted to be a direct advocate for his clients, and he wanted to help themachieve favorable resolutions to their legal problems.Robert's practice focuses on general civil & commercial litigation, insurance defense, DUI defense, as well asdivorce and family law. He is a member of many professional and civic organizations, including UrbanProfessionals of Wichita, Community Operations Recovery Empowerment, the Kansas Association of DefenseCounsel, and the Defense Research Institute.Other Resources:Survival Series: Interview with Robert Moody (video)2017 Leaders in Diversity (article)Join the Wichita Regional Chamber of Commerce! This podcast is brought to you by the Wichita Regional Chamber of Commerce and is powered by Evergy. To send feedback on this show and/or send suggestions for future guests or topics please e-mail communications@wichitachamber.org. This show is part of the ICT Podcast Network. For more information visit ictpod.net
The issue of race is polarizing and confusing. What are we to make of Systemic Racism, Critical Race Theory and Black Lives Matter? Robert Moody and Shaun Pringle share their perspectives on how believers can bring biblical truth into the conversation in ways that honor God and bring hope and encouragement to those around us.