Your Financial Plan-It
Business & Economics Podcasts
Welcome to Your Financial Plan-It, the podcast hosted by David Vallieres and the Synergy Capital Solutions team. This is the show that brings you synergistic financial strategies to help you enjoy the fullness of today and empower your next generation. Join us for this journey as we draw from over 200 years of planning and investment experience to help you synergize your finances.
Location:
Bloomfield hills, Michigan
Description:
Welcome to Your Financial Plan-It, the podcast hosted by David Vallieres and the Synergy Capital Solutions team. This is the show that brings you synergistic financial strategies to help you enjoy the fullness of today and empower your next generation. Join us for this journey as we draw from over 200 years of planning and investment experience to help you synergize your finances.
Twitter:
@Synergy_Cap
Language:
English
Contact:
888-363-4546
Episodes
2023 Q1 Portfolio Process & Market Update with Eric Nahat
4/7/2023
When it comes to short-term investing, there are a number of uncertainties that come along with it that may allow for more issues to pop up versus if you take a long-term strategic approach. Sometimes, when going through turmoil, a heads up, as well as a solid financial plan to fall back on, just might … Continue reading 2023 Q1 Portfolio Process & Market Update with Eric Nahat →
Duration:00:21:08
Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®
1/20/2023
The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor. In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on … Continue reading Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP® →
Duration:00:15:47
Looking Forward into 2023 with Eric Nahat
12/30/2022
2022 threw just about every financial disruption it could at us. At this point, nothing should surprise us. In this episode, David talks to Eric Nahat, Advisor & Director of the Investment Committee at Synergy Capital Solutions. Together they go over the events of the past year and look forward to 2023. They discuss the … Continue reading Looking Forward into 2023 with Eric Nahat →
Duration:00:16:34
Navigating The Holidays With Sarah Zvekan, Alex Burns and Jordann Andrusiak
12/2/2022
The holidays are an exciting time of the year. Maybe you enjoy; spending time with friends and family, enjoying delicious food, or shopping for those best gifts. In this episode, the team at Synergy Capital Solutions share some of their family traditions during the holidays and what they think about as they go through the … Continue reading Navigating The Holidays With Sarah Zvekan, Alex Burns and Jordann Andrusiak →
Duration:00:35:44
Identifying Cybersecurity Threats With Sarah Khan
11/11/2022
Staying up to date on phishing and vishing scams, malware, ransomware, and other computer threats is absolutely necessary to keep your finances and identity safe. In this episode, David Vallieres talks with Sarah Khan, a chief information security officer at Hightower Advisor LLC, to discuss cybersecurity. Sarah dives into what cyber security is, the different … Continue reading Identifying Cybersecurity Threats With Sarah Khan →
Duration:00:24:28
2022 Q4 Market Update With Mark Burns and Eric Nahat
10/7/2022
Are we currently in a recession or are we headed towards a recession? Because of the economic cycles and changes, there are always times where the market goes through good and bad periods, that’s one of the reasons why you need to be a long term investor. In this episode, David Vallieres talks with Mark … Continue reading 2022 Q4 Market Update With Mark Burns and Eric Nahat →
Duration:00:32:19
Planning For The Costs of College With Sarah Zvekan
9/16/2022
According to CNBC, a college education is now the second largest expense that an individual is going to make in a lifetime. With college costs increasing, more families know they have to have a plan to pay for college than ever before. In this episode, David Vallieres talks with Sarah Zvekan, to explain how parents … Continue reading Planning For The Costs of College With Sarah Zvekan →
Duration:00:19:09
Controlling Your Budget and Spending With Alex Burns, CFP®
8/19/2022
It is vital to control your finances with all the uncertainty in the markets. In this episode, David Vallieres talks with Alex Burns, an advisor at Synergy Capital Solutions. Alex explains the importance of controlling your spending and details how your savings should be organized for the short, medium, and long term. Alex discusses: What … Continue reading Controlling Your Budget and Spending With Alex Burns, CFP® →
Duration:00:18:52
2022 Q2 Market Update With Eric Nahat
7/8/2022
It can help to focus on logic and long term planning since the markets are constantly changing. In this episode, David Vallieres talks with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions about the second quarter of 2022. They discuss the possible economic indicators and their impacts on the … Continue reading 2022 Q2 Market Update With Eric Nahat →
Duration:00:25:27
The Growing Business of Insurance with Dr. Jeffrey Allen, CFP®
6/17/2022
When it comes to financial planning, insurance is a necessary evil in planning for your future. In this episode, David Vallieres chats once more with Dr. Jeffrey Allen, CFP®, on insurance and risk management within financial planning while discussing options for long term coverage. Dr. Jeffrey discusses: How he mitigates risk for his clients The … Continue reading The Growing Business of Insurance with Dr. Jeffrey Allen, CFP® →
Duration:00:23:07
Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan
2/25/2022
Tax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year. In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy … Continue reading Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan →
Duration:00:19:48
Financial Concerns Changing with Age With Norton Stern
2/11/2022
Part of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns. Your market advisor should be able to identify those concerns and create a plan of action based on that information. In this episode, David Vallieres talks to Norton Stern, … Continue reading Financial Concerns Changing with Age With Norton Stern →
Duration:00:22:25
A Look Back on 2021 and Forward to 2022 with Eric Nahat
12/31/2021
2021 was a year with a lot of ups and downs. COVID-19 affected day-to-day life and many financial decisions. But, even though 2021 was unpredictable, 2022 is right around the corner with new economic predictions and opportunities. In this episode, David Vallieres is joined by Eric Nahat, director of the investment committee at Synergy Capital … Continue reading A Look Back on 2021 and Forward to 2022 with Eric Nahat →
Duration:00:14:03
Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat
11/26/2021
More and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances. In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff … Continue reading Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat →
Duration:00:12:03
Women and Wealth: How DEI Leads to Profitability with Leslie Davis
11/12/2021
In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable. In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF … Continue reading Women and Wealth: How DEI Leads to Profitability with Leslie Davis →
Duration:00:20:10
Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat
10/1/2021
If you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you! In this episode, David Vallieres and Eric Nahat provide key performance statistics for the markets in the first 3 quarters of 2021, and share insights into what investors should expect … Continue reading Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat →
Duration:00:16:33
Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak
9/17/2021
At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion. As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession. In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the … Continue reading Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak →
Duration:00:12:27
Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla
7/23/2021
While preparing for retirement, it’s important to involve your heirs in the financial planning process. In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They … Continue reading Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla →
Duration:00:24:10
Economic Trends, Market Updates, and Future Outlook With Eric Nahat
7/9/2021
With a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward? In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity markets and fixed income assets, and provide an economic outlook for the later half of 2021 … Continue reading Economic Trends, Market Updates, and Future Outlook With Eric Nahat →
Duration:00:24:10
Women and Wealth: Planning for Retirement With Margie, Pat, and Marla
6/25/2021
A lot of women often rely heavily on their spouse to take care of the finances. Remember, doing so can significantly affect you at a later stage in your life. In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak are joined by Margie, Pat, and Marla, all of whom are … Continue reading Women and Wealth: Planning for Retirement With Margie, Pat, and Marla →
Duration:00:18:32