Your Financial Plan-It-logo

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.

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

2022 Q1 Market Update With Eric Nahat

4/29/2022
There is always going to be uncertainty in the market with all the moving parts, not only within the economy but equities and fixed income. In this episode, David Vallieres chats with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions to provide you with a 2022 quarter one market … Continue reading 2022 Q1 Market Update With Eric Nahat →

Duration:00:15:47

Honoring Women in Finance for International Women’s Month With Sarah Zvekan

3/25/2022
Women now control about a third of the world’s wealth and over half of the wealth in the United States. A lot has changed over the years and we want to take the time to recognize the work from generations of women. In this episode, David Vallieres chats with Sarah Zvekan financial advisor at Synergy … Continue reading Honoring Women in Finance for International Women’s Month With Sarah Zvekan →

Duration:00:16:34

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

Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah

5/28/2021
Welcome to part 2 of our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women. In part two of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of … Continue reading Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah →

Duration:00:30:03

Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah

5/14/2021
Welcome to our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women. In part one of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share … Continue reading Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah →

Duration:00:25:51

How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss

4/30/2021
Although the proposed tax legislation is subject to changes, you can still take some measures now to be better prepared for when changes are actually happening. In part two of this series about expected tax changes, join David Vallieres, Jordann Andrusiak, and returning guest Richard Schloss, as they dive deeper into how the new tax … Continue reading How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss →

Duration:00:30:27

Expected Changes in Estate Planning & Income Taxes – With Richard Schloss

4/16/2021
According to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward. But you can take advantage of them while they last. In this episode, David Vallieres and Jordann Andrusiak talk to Richard Schloss, member at Dawda, Mann, Mulcahy & Sadler, PLC. Join them as they explore the … Continue reading Expected Changes in Estate Planning & Income Taxes – With Richard Schloss →

Duration:00:30:31

Economic Trends, Equity Market Updates and Interest Rate Changes – With Eric Nahat

4/1/2021
An unprecedented fiscal stimulus and the rollout of vaccinations has led to the resurgence of economic activity through COVID-19. In this episode, David Vallieres and Eric Nahat discuss the anticipated trends in consumer spending, equity markets and fixed income assets. They also explore strategies to reduce your exposure to short-term market changes and help you … Continue reading Economic Trends, Equity Market Updates and Interest Rate Changes – With Eric Nahat →

Duration:00:21:53

Florida Domicile From a Financial Planning Standpoint – Part 2

3/19/2021
While one of the advantages of living in Florida is the lack of an individual state income tax, that’s not the only benefit it provides to its residents! In the second part of the Florida Domicile series, David Vallieres is joined by Michael Witzke, chair of McDonald Hopkins Estate Planning and Probate Group, and Amanda … Continue reading Florida Domicile From a Financial Planning Standpoint – Part 2 →

Duration:00:20:18

Florida Domicile From a Financial Planning Standpoint

3/5/2021
People often consider moving to a different state, whether it’s for a job change, for better weather or simply to live a comfortable life after retirement. And one of the states in hot demand right now is – Florida! In this episode, David Vallieres is joined by Mark Burns, CEO at Synergy Capital Solutions. They … Continue reading Florida Domicile From a Financial Planning Standpoint →

Duration:00:25:02

The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin

2/19/2021
The responsibilities of a tax advisor are no longer limited to a simple income tax return. It’s about consistently making informed decisions throughout the year to optimize your tax picture. In this episode, David Vallieres is joined by Jordann Andrusiak, and guest Dennis Wolgin, tax consultant at Schlaupitz Madhavan, P.C. Join them as they discuss … Continue reading The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin →

Duration:00:19:48