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.
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:
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Having a solid understanding of Social Security is vital to supporting a successful wealth strategy. It helps to have a clear picture of when to start collecting and how much you will be receiving to maximize your benefits and retirement.
In this episode of Your Financial Plan-It, David Vallieres chats with Dr. Jeffrey Allen, CFP®, to discuss the importance of your Social Security and the benefits to integrating it into your planni...
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 update. They also share what could lie ahead in the market for the next quarter.
Eric discusses:
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 Capital Solutions about the importance of women in the financial industry, and the impacts that they have had. Sarah also talks about ...
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 Capital Solutions. They discuss how to prepare for tax season, creating retirement plans that clients can be excited a...
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, advisor at Synergy Capital Solutions to discuss the financial setbacks he’s seen within his career and how he was able to mana...
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 Solutions, to discuss a market wrap-up of 2021, and what to expect in 2022.
David and Er...
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 and Eric discuss why ESGs are becoming so popular, take a look into the histo...
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 aim to achieve their common goal of helping women and other minorities thri...
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 in 2021-Q4 and beyond.
David and Eric discuss:
Will Ferrell reprises his role as Ron Burgundy in the world-famous Ron Burgundy Podcast! Each episode has a different theme in which Ron engages in conversation with another notable person on the topic at hand. In true Ron Burgundy fashion, these conversations have a tendency to go off the rails, and we find out things about people we never knew we wanted to know. Join America’s favorite Anchorman, continuing to delight audiences with the comical musings of Ron Burgundy – and leave them wanting more!
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.
If you can never get enough true crime... Congratulations, you’ve found your people.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.