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Recent Episodes
Strategies for Saving for Your Child’s Education | What’s the Right Option for You?
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,…
1Q 2026 Recap & 2Q 2026 Outlook | Key Updates on the Economy & Markets
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…
4Q 2025 Recap & 1Q 2026 Outlook
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…
Navigating a Career as a Physician | Career Change into the Financial Industry
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…
3Q 2025 Recap & 4Q 2025 Outlook | Key Updates on the Economy & Markets
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…
Are you ready to retire? | Discussing your Plan, Spending, Income and Legacy
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…
Planning for Life’s Events | Household Changes, Career Development and Aging Parents
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…
2Q 2025 Recap & 3Q 2025 Outlook
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…
Merging Your Finances Together | Navigating Financial Expectations as a Couple
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…
The Build Stage of Life | Beginning Your Journey to Financial Freedom
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…
1Q 2025 Recap & 2Q 2025 Outlook | Key Updates on the Economy & Markets
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…
The Importance of Women Leading Their Financial Journey | Women in Financial Planning
The Importance of Women Leading Their Financial Journey | Women in Financial PlanningHightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower…
Give Stage of Life
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
4Q 2024 Recap & 1Q 2025 Outlook | Key Updates on the Economy & Markets
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…
Year-End Planning Tips | Preparing Your Financial Plan for 2025
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…
How to Avoid the New Year Wallet Hangover | Tips for Budgeting for the Holiday Season
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…
3Q 2024 Recap & 4Q 2024 Outlook | Key Updates on the Economy & Markets
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…
Staying Invested Through Election Years | Our Planning Approach
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…
Leaving a Legacy | Changes That Could Affect Your Estate Plan
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…
2Q 2024 Recap & 3Q 2024 Outlook | Key Updates on the Economy & Markets
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…
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Your Financial Plan-It has published 92 episodes since March 2020, covering topics in Business, Careers.
Your Financial Plan-It is currently highly active with new episodes monthly. Average episode length is 20m.
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