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
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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April 30, 2021 • 30 min
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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April 16, 2021 • 30 min
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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April 1, 2021 • 21 min
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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March 19, 2021 • 22 min
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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March 5, 2021 • 25 min
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 →
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February 19, 2021 • 25 min
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 De...
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February 5, 2021 • 21 min
Tax Day for your 2020 taxes has returned to April 15th this year, after a year of shifted deadlines and uncertainty with COVID-19. Are you prepared for this tax season? What will be different when it comes to filing your 2020 taxes? In this episode, David Vallieres is joined by Alex Burns, John McCarron, and … Continue reading How Can You Prepare for 2020 Taxes? →
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January 22, 2021 • 35 min
Financial advisors, tax advisors, estate attorneys – there are just so many people you may have to deal with when developing a holistic plan for your finances. Wouldn’t it be so much better if they could collaborate with each other? In this episode, David Vallieres, Jordann Andrusiak and Norton Stern from Synergy Capital Solutions are … Continue reading The Synergy Between Advisors and Lawyers – With Matthew Caplan →
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January 12, 2021 • 20 min
After the stock market peaked at the end of 2020, the investing momentum has continued into this new year! So, are you ready to kickstart 2021? Do you have a robust plan in place? In this episode, David Vallieres is joined by his fellow investment committee members at Synergy Capital Solutions, Jordann Andrusiak and Eric … Continue reading What 2021 Entails for the Financial Markets →
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January 8, 2021 • 26 min
Do you know who the person is that is navigating your team to success? In this episode, David Vallieres speaks with Jordann Andrusiak, Bill Brown and Norton Stern as they discuss how they take on the primary responsibility as the quarterback calling the shots. They discuss the systematic process of leading advisors and professionals to … Continue reading Who is the Captain of Your Ship? →
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December 11, 2020 • 26 min
With market highs in February, a severe drop in March and now a great recovery again in November – 2020 has seen some extremely volatile market behavior. As it is coming to an end, it is important to plan for the future! In this episode, David Vallieres is joined by colleague Mark Burns to discuss … Continue reading Creating a Proactive Financial Plan for 2021 →
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November 13, 2020 • 18 min
How will the markets prevail through the fallout from the 2020 presidential election? In this episode, David Vallieres and Eric Nahat discuss the impact this historic election and results have had on the market. David and Eric dig through the noise and talk about what they have seen over the past week of dissension from … Continue reading The 2020 Election vs. the Market →
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October 29, 2020 • 28 min
When it comes to insurance, it’s best to think of planning as “ready, fire, aim”, vs. “ready, aim, fire”. In this episode, David Vallieres speaks with colleagues Mark Burns and Norton Stern about the moving parts of life insurance and long term care annuities. They break down the changing structure of insurance over the years … Continue reading The Ready, Aim, Fire Mindset of Insurance Planning →
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October 16, 2020 • 17 min
Concerns about the economy are growing as the upcoming presidential election coincides with an ongoing global pandemic. In this episode, David Vallieres and guests Mark Burns and Eric Nahat provide a market update about what’s happened in the last quarter and what might lay ahead in Q4. Join us as David, Mark and Eric discuss … Continue reading A Look at Your Market Concerns →
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October 1, 2020 • 19 min
Collaboration and teamwork are what sets Synergy Capital Solutions apart. In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience. In this episode, you will learn: How Mark and Norton … Continue reading Staying Connected as a Team →
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September 16, 2020 • 14 min
Is it time to make a change in your professional or business life? David Vallieres is joined by Daniel Alfredson, Vice President of Client Services at Synergy Capital Solutions to discuss the tough questions that need to be answered when starting, expanding or exiting your business In this episode, you will learn: The types of … Continue reading Taking the Next Steps in Business — with Guest Daniel Alfredson →
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September 2, 2020 • 23 min
When it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind. In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces … Continue reading The Trusted Team →
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August 7, 2020 • 30 min
When it comes to your investments, knowing the terms and phrases that your advisor is talking about can be very helpful. David Vallieres is joined by Eric Nahat as they go back to basics with investment terms. Whether your investment knowledge is general or advanced, David and Eric are here to answer your questions. In … Continue reading Investing 101: Back to Basics →
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