Your Financial Plan-It

Your Financial Plan-It

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.

Episodes

June 17, 2022 23 min

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 different types of insurance
  • Long term care insurance options
  • And more
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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...

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    April 29, 2022 15 min

    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:

  • A quick recap o...
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    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 ...

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    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...

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    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...

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    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...

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    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...

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    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...

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    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:

  • How the Delta Variant and supply chain pressures are...
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    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 J...
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    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 M...
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    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 →
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    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 →
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    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, ...
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    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, ...
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    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...
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    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 Sch...
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    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 Interes...
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    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 →
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