Jul 2, 202619 min
Join Synergy Capital Solutions’ Co-Chief Investment Officer, Eric Nahat, CEPA®, in our latest Market Update Podcast as he breaks down the key drivers shaping today’s investment landscape. In this episode, Eric recaps...
About this Podcast:
Welcome to Your Financial Plan-It, a podcast hosted by the Synergy Capital Solutions team. This is the show that brings you portfolio, planning and financial solutions to help you build, grow, enjoy and give. Join us as we share our journey as we navigate life’s complexities and provide solutions to reduce the noise around your personal financial situation.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
40%
Guest openness
Selective
80/100
Required Score
Sign up to generate a grounded pitch for Your Financial Plan-It.
Signup to Generate a PitchQuestions about Your Financial Plan-It
What is Your Financial Plan-It about?
Welcome to Your Financial Plan-It, a podcast hosted by the Synergy Capital Solutions team. This is the show that brings you portfolio, planning and financial solutions to help you build, grow, enjoy and give. Join us as we share our journey as we navigate life’s complexities and provide solutions to reduce the noise around your personal financial situation.
What has Your Financial Plan-It covered recently?
Recent episodes include "2Q 2026 Recap & 3Q 2026 Outlook | Key Updates on the Economy & Markets" (2 July 2026, 19 minutes), "Strategies for Saving for Your Child’s Education | What’s the Right Option for You?" (22 May 2026, 26 minutes), and "1Q 2026 Recap & 2Q 2026 Outlook | Key Updates on the Economy & Markets" (2 April 2026, 23 minutes).
How often does Your Financial Plan-It publish?
Your Financial Plan-It publishes roughly monthly, with episodes averaging 19 minutes across 93 episodes.
How hard is it to get booked on Your Financial Plan-It?
Booking probability for Your Financial Plan-It is 40%, and the host is rated Selective on guests. Your Financial Plan-It requires a Pod Score of 80 or higher. Your Financial Plan-It's contact route on record: public web form.
Who should pitch Your Financial Plan-It?
The strongest fits for Your Financial Plan-It are Investing & Wealth Management. Your Financial Plan-It has a business audience.
About the host
Your Financial Plan-It is a business podcast with 93 episodes published.
Host email not verified for this podcastSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- May 22, 202626 min
Join Synergy Capital Solutions advisors Jordann Andrusiak, CFP®, and Diego Wanderley as they break down the key strategies families can use to save for their children’s education. In this episode, they explore why early...
- Apr 2, 202623 min
Join Synergy Capital Solutions’ Director of Investments, Eric Nahat, as he walks through the Q1 2026 recap and Q2 2026 outlook in our latest podcast episode. Some topics of discussion include: -Market Recap – Key...
Episode #76
4Q 2025 Recap & 1Q 2026 Outlook
Jan 9, 202622 minJoin Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 4Q 2025 Recap & 1Q 2026 Outlook. Some topics of discussion include: -Market Recap – Key Headlines From Last Quarter -Stock Market...
- Dec 5, 202529 min
Join Synergy Capital Solutions advisors Jordann M. Andrusiak, CFP® and Dr. Jeff S. Allen CFP® as they discuss Jeff's career as a physician and his career change to a Financial Advisor. Topics of discussion include: •...
View More
- Oct 8, 202520 min
Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 3Q 2025 Recap & 4Q 2025 Outlook. Some topics of discussion include: Market Recap – Key Headlines From Last Quarter Stock Market –...
- Sep 1, 202515 min
Are you ready to retire? This popular question is one we hear often. In this podcast episode Synergy Advisors’ Caryn Fields, CFP® , and Diego Wanderley discuss the main elements of your financial plan to consider when...
- Jul 31, 202527 min
Join Synergy’s Client Experience Manager in Business Integrations, Anne Iwasko, and our Client Experience Associate in Scheduling, Jennifer Curran, as they make their podcast debut alongside host Jordann Andrusiak...
Episode #88
2Q 2025 Recap & 3Q 2025 Outlook
Jul 3, 202516 minJoin Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 2Q 2025 Recap & 3Q 2025 Outlook. Some topics of discussion include: Market Recap – Key Headlines From Last Quarter Stock Market –...
- May 28, 202517 min
Money can be a source of unity—or tension—in a relationship. In this episode, we explore how couples can successfully merge their finances, align their financial values, and navigate the different levels of financial...
- Apr 29, 202518 min
Are you or someone you know at the beginning of your financial journey? At Synergy, we recognize that you may need different services at different stages of your life and career. We match your financial needs through...
- Apr 3, 202522 min
Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 2Q 2024 Recap & 3Q 2024 Outlook. Some topics of discussion include: Market Recap – Key Headlines From the Past Six Months Stock...
- Mar 6, 20258 min
The Importance of Women Leading Their Financial Journey | Women in Financial Planning Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member...
Episode #83
Give Stage of Life
Feb 7, 202527 minHightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
- Jan 8, 202518 min
Join Synergy Capital Solutions Director of Investments, Eric Nahat, as he talks through the 3Q 2024 Recap & 4Q 2024 Outlook. Some topics of discussion include: • Market Recap – 2024 Asset Class Performance • Stock...
- Dec 4, 202412 min
In this episode of Your Financial Plan-It, Synergy Capital Solutions Advisors Alex Burns, CFP®, and Brennan M. Ifkovits share their tips for year-end planning and share how to prepare for 2025. The end of the year can...
- Oct 29, 202421 min
The holiday season often leads to increased spending, which can significantly impact your bank balance, especially if you haven’t saved or planned for it. While you might think a January financial hangover is...
- Oct 3, 202420 min
Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 3Q 2024 Recap & 4Q 2024 Outlook. Some topics of discussion include: Market Recap – Timeline of Key Events in 2024 Interest Rates...
- Sep 4, 202414 min
Join Synergy Capital Solutions advisors Eric Nahat and Alex Burns, CFP® as they discuss investing through election years. Topics of discussion include: Why its important to stay invested during election years Historical...
- Jul 19, 202414 min
Join Synergy Capital Solutions advisors M. Alex Burns, CFP® and Caryn Fields, CFP® as they discuss planning for your legacy. Topics of discussion include: • The 2017 Tax Cuts and Jobs Act • What the upcoming changes...
Recent guests
Recent guests on Your Financial Plan-It. Study who booked and why before you pitch.
M
Mark Burns
CEO and lead portfolio manager, Coconut Grove Business Improvement District
J
Jeff Allen
Raft or Rowboat: Living With Intention In Our Pursuit Of The Kingdom, GBS|CIDP Foundation International
S
Sarah Khan
Infectious Disease Specialist and Assistant Professor in the Department of Pediatrics at McMaster University, Sarah Integrative and Functional Nutrition
D
Dr. Leslie Davis
vocal leadership coach, founder of MindShift Leadership and Learning, National Association of Minority and Women Owned Law Firms
Best industries to pitch Your Financial Plan-It for
PitchCentric classifies Your Financial Plan-It under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Similar Podcasts
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
More on Investing & Wealth Management
Guides and articles for guests pitching shows like this one.
Podcasts like Your Financial Plan-It
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ