Your Financial Plan-It

Your Financial Plan-It

Por: Synergy Capital Solutions
Welcome to Your Financial Plan-It, a podcast hosted by the Synergy Capital Solutions team. This is the show that brings you portfolio, planning and financial solutions to help you build, grow, enjoy and give. Join us as we share our journey as we navigate life’s complexities and provide solutions to reduce the noise around your personal financial situation.
89 episodios disponibles

Latest episodes of the podcast Your Financial Plan-It

Navigating a Career as a Physician | Career Change into the Financial Industry 05/12/2025
3Q 2025 Recap & 4Q 2025 Outlook | Key Updates on the Economy & Markets 08/10/2025
Are you ready to retire? | Discussing your Plan, Spending, Income and Legacy 01/09/2025
Planning for Life’s Events | Household Changes, Career Development and Aging Parents 31/07/2025
2Q 2025 Recap & 3Q 2025 Outlook 03/07/2025
Merging Your Finances Together | Navigating Financial Expectations as a Couple 28/05/2025
The Build Stage of Life | Beginning Your Journey to Financial Freedom 29/04/2025
1Q 2025 Recap & 2Q 2025 Outlook | Key Updates on the Economy & Markets 03/04/2025
The Importance of Women Leading Their Financial Journey | Women in Financial Planning 06/03/2025
Give Stage of Life 07/02/2025
4Q 2024 Recap & 1Q 2025 Outlook | Key Updates on the Economy & Markets 08/01/2025
Year-End Planning Tips | Preparing Your Financial Plan for 2025 04/12/2024
How to Avoid the New Year Wallet Hangover | Tips for Budgeting for the Holiday Season 29/10/2024
3Q 2024 Recap & 4Q 2024 Outlook | Key Updates on the Economy & Markets 03/10/2024
Staying Invested Through Election Years | Our Planning Approach 04/09/2024
Leaving a Legacy | Changes That Could Affect Your Estate Plan 19/07/2024
2Q 2024 Recap & 3Q 2024 Outlook | Key Updates on the Economy & Markets 02/07/2024
Budgeting 101 | Work Towards Achieving your Financial Goals 01/05/2024
1Q 2024 Recap & 2Q 2024 Outlook | Key Updates on the Economy & Markets 04/04/2024
Why the Plan is Important | 55 Years in the Financial Industry 02/04/2024
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