The FI Mastery Podcast Podcast Artwork Image

The FI Mastery Podcast

Peter Donisanu

Are you a tech professional or business owner who makes a lot of money but not sure where it goes each month? 

Does it seem like no matter what approach you try to tame the financial chaos, nothing seems to work? 

Then you’re in the right place. 

Join us each week as Peter Donisanu, Chief Financial Strategist at Franklin Madison Advisors, introduces you to the FI Mastery Journey, a set of tools and resources that he shares with clients to help get their financial house in order in twelve months or less and keep it that way forever.

Episodes
10 Year-end Planning Tips for High EarnersNovember 30, 2023
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Three Things I'm Grateful for this Holiday SeasonNovember 23, 2023
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Is it Time to Rethink Your Emergency Fund?November 16, 2023
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How to Use a Giving Strategy to Help Causes You Care AboutNovember 09, 2023
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What Benjamin Graham Can Teach Us About Investing when the World is Falling ApartNovember 02, 2023
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How to Avoid Leaving a Failed LegacyOctober 26, 2023
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How to Be a Prudent SpeculatorOctober 19, 2023
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Why You Should Walk Away from a Less than Ideal Work EnvironmentOctober 12, 2023
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How Smart Investors Profit from Tax Loss HarvestingOctober 05, 2023
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Old Money Secrets to Creating Lasting WealthSeptember 28, 2023
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Benefits Enrollment: From Overwhelm to Under ControlSeptember 21, 2023
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Forget Roth, Here’s Your Single Best InvestmentSeptember 14, 2023
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How to Manage Concentrated Investment RiskSeptember 07, 2023
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Why Markets are Primed for a PullbackAugust 31, 2023
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How to Calculate Your Life Insurance NeedAugust 24, 2023
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3 Ways to Plan for Tax-Free IncomeAugust 17, 2023
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Three Ways to Better Manage RiskAugust 10, 2023
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Is a Trust Right for You?August 03, 2023
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Fall in Love with the JourneyJuly 27, 2023
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Estate Planning for Mere MortalsJuly 20, 2023
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How to Buy Insurance Like a ProJuly 13, 2023
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Revitalize Your Retirement Savings with a Mid-Year CheckupJuly 06, 2023
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Bull Markets, Shifting Catalysts and Evolving NarrativesJune 29, 2023
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Train Your Brain, Build Your Fortune: The Power of Mental Rehearsal June 22, 2023
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Don’t Let Blindspots Derail Your Financial PlansJune 15, 2023
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