Hosted by Unknown Host · EN · 92 episodes
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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.
Unknown Host hosts Your Financial Plan-It, a business show with 92 episodes published.
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
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 Headlin
Join 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
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: • Nav
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 –
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 lo
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. Toget
Join 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 –
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 exp
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 the
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 Ma
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 FINR
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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 Market
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 be
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 inevitable,
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 –
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
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 mean
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: Asset Classes – Mid-Year Performance Update Performance Driver
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Your Financial Plan-It is hosted by Unknown Host. The show is categorised under Business (management) and has published 92 episodes.
Your Financial Plan-It has published 92 episodes.
Your Financial Plan-It regularly covers Business, Careers, Investing, Management. It sits in the Business category, with a management focus.
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