81.
Year-End Planning Tips | Preparing Your Financial Plan for 2025
00:12:13
80.
How to Avoid the New Year Wallet Hangover | Tips for Budgeting for the Holiday Season
00:20:37
79.
3Q 2024 Recap & 4Q 2024 Outlook | Key Updates on the Economy & Markets
00:19:47
78.
Staying Invested Through Election Years | Our Planning Approach
00:13:59
77.
Leaving a Legacy | Changes That Could Affect Your Estate Plan
00:13:49
76.
2Q 2024 Recap & 3Q 2024 Outlook | Key Updates on the Economy & Markets
00:12:13
75.
Navigating a Career as a Physician | Career Change into the Financial Industry
00:28:39
74.
Budgeting 101 | Work Towards Achieving your Financial Goals
00:16:20
73.
1Q 2024 Recap & 2Q 2024 Outlook | Key Updates on the Economy & Markets
00:11:38
72.
Why the Plan is Important | 55 Years in the Financial Industry
00:24:44
71.
Navigating Critical Financial Events | Entering motherhood, single parents and losing a parent.
00:21:06
70.
Welcome to Kevin and Lindsay | Get to know the new members of the Synergy family
00:16:53
69.
4Q 2023 Market Recap and 1Q 2024 Outlook | Key Updates on the Economy & Markets
00:15:40
68.
Welcome to Caryn, Brennan, and Diego | Get to know the new members of the Synergy family.
00:11:26
67.
A New Year's Financial Checklist | How to Prepare Financially for 2024
00:25:13
66.
What To Do with Your 401(k) When You Leave Your Job | Understand Your Options | With Alex Burns
00:17:42
65.
2023 3Q Market Recap and 2023 4Q Outlook
00:12:36
64.
The CERTIFIED FINANCIAL PLANNER™ Experience. | The impacts of the CFP® journey.
00:13:23
63.
A Multiple Generational Firm - Power of the Organization
00:20:13
62.
2023 Q2 Market Update with Eric Nahat and Mark Burns
00:16:23
61.
2023 Q1 Portfolio Process & Market Update with Eric Nahat
00:31:26
49.
Honoring Women in Finance for International Women’s Month With Sarah Zvekan
00:16:35
48.
Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan
00:19:49
60.
Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®
00:17:46
59.
Looking Forward into 2023 with Eric Nahat
00:18:05
58.
Navigating The Holidays With Sarah Zvekan, Alex Burns and Jordann Andrusiak
00:35:47
57.
Identifying Cybersecurity Threats With Sarah Khan
00:24:28
56.
2022 Q4 Market Update With Mark Burns and Eric Nahat
00:32:19
55.
Planning For The Costs of College With Sarah Zvekan
00:19:10
54.
Controlling Your Budget and Spending With Alex Burns, CFP®
00:18:52
53.
2022 Q2 Market Update With Eric Nahat
00:25:28
52.
The Growing Business of Insurance with Dr. Jeffrey Allen, CFP®
00:23:17
51.
Integrating Social Security Into Your Planning Process With Dr. Jeffrey Allen, CFP®
00:21:08
50.
2022 Q1 Market Update With Eric Nahat
00:15:50
47.
Financial Concerns Changing with Age with Norton Stern
00:22:26
46.
A Look Back on 2021 and Forward to 2022 with Eric Nahat
00:14:04
12.
The Ready, Aim, Fire Mindset of Insurance Planning
00:28:24
45.
Are ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric Nahat
00:12:07
44.
Women and Wealth: How DEI Leads to Profitability with Leslie Davis
00:20:12
4.
Episode 4 - Real Stories of How Estate Planning Helps Families – With Norton Stern
00:21:04
5.
Episode 5 - Considerations for Estate Planning — with Mark and Alex Burns
00:17:00
43.
Economic Trends and Market Updates for 2021 - Q4 and Beyond with Eric Nahat
00:16:34
42.
Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak
00:12:27
7.
Episode 7 – Answering Your Frequently Asked Questions
00:36:38
8.
Episode 8 – Investing 101: Back to Basics
00:30:48
41.
Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla
00:24:11
40.
Economic Trends, Market Updates, and Future Outlook With Eric Nahat
00:15:56
39.
Women and Wealth: Planning for Retirement With Margie, Pat, and Marla
00:18:32
38.
Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah
00:30:03
37.
Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah
00:25:51
36.
How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss
00:30:27
35.
Expected Changes in Estate Planning & Income Taxes – With Richard Schloss
00:30:31
34.
Second Quarter 2021 Update - Economic & Market Outlook
00:21:53
33.
Florida Domicile from a Financial Planning Standpoint – Part 2
00:22:37
32.
Florida Domicile From a Financial Planning Standpoint
00:25:02
31.
The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin
00:25:09
30.
How Can You Prepare for 2020 Taxes?
00:21:24
29.
The Synergy Between Advisors and Lawyers – With Matthew Caplan
00:35:58
28.
What 2021 Entails for the Financial Markets
00:20:06
27.
Who is the Captain of Your Ship?
00:26:15
26.
Creating a Proactive Financial Plan for 2021
00:26:43
14.
The 2020 Election vs. the Market
00:18:43
11.
Episode 11 - Staying Connected as a Team
00:19:13
10.
Episode 10 - Taking the Next Steps in Business — with Guest Daniel Alfredson
00:14:02
9.
Episode 9 – The Trusted Team
00:23:33
6.
Episode 6 - A Deep Dive into Special Needs Trusts – With Bill Brown
00:19:57
10. bonus
Special Market Update 10 - Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric Nahat
00:18:40
9. bonus
Special Market Update 9 - Constructing a Well-Versed Financial Plan
00:17:10
8. bonus
Special Market Update 8 - Introduction to Estate Planning
00:13:58
7. bonus
Special Market Update 7 - Advanced Financial Planning
00:13:27
6. bonus
Special Market Update 6 - Is There a Gap Between the Market and the Economy?
00:10:35
3.
Episode 3 - COVID-19 And The Markets: A New Perspective – With Norton E. Stern
00:20:32
5. bonus
Special Market Update 5 - COVID-19
00:11:09
4. bonus
Special Market Update 4 - COVID-19
00:09:52
2.
Episode 2 - COVID-19 and the Importance of Emergency Funds – With Dr. Jeff Allen
00:23:46
3. bonus
Special Market Update 3 - COVID-19
00:16:05
1.
Episode 1 – Meet Your Host, David Vallieres
00:19:59
2. bonus
Special Market Update 2 - COVID-19
00:10:33
1. bonus
Special Market Update 1 - Why Investors Are More Prepared for a Market Crash Than You Might Expect
00:14:37
