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

Mostrando página 2 de 5

Navigating Critical Financial Events | Entering motherhood, single parents and losing a parent. 27/02/2024
Welcome to Kevin and Lindsay | Get to know the new members of the Synergy family 01/02/2024
4Q 2023 Market Recap and 1Q 2024 Outlook | Key Updates on the Economy & Markets 04/01/2024
Welcome to Caryn, Brennan, and Diego | Get to know the new members of the Synergy family. 04/01/2024
A New Year's Financial Checklist | How to Prepare Financially for 2024 07/12/2023
What To Do with Your 401(k) When You Leave Your Job | Understand Your Options | With Alex Burns 26/10/2023
2023 3Q Market Recap and 2023 4Q Outlook 12/10/2023
The CERTIFIED FINANCIAL PLANNER™ Experience. | The impacts of the CFP® journey. 31/08/2023
A Multiple Generational Firm - Power of the Organization 03/08/2023
2023 Q2 Market Update with Eric Nahat and Mark Burns 07/07/2023
2023 Q1 Portfolio Process & Market Update with Eric Nahat 06/04/2023
Honoring Women in Finance for International Women’s Month With Sarah Zvekan 17/03/2023
Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan 17/02/2023
Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP® 20/01/2023
Looking Forward into 2023 with Eric Nahat 30/12/2022
Navigating The Holidays With Sarah Zvekan, Alex Burns and Jordann Andrusiak 02/12/2022
Identifying Cybersecurity Threats With Sarah Khan 11/11/2022
2022 Q4 Market Update With Mark Burns and Eric Nahat 07/10/2022
Planning For The Costs of College With Sarah Zvekan 16/09/2022
Controlling Your Budget and Spending With Alex Burns, CFP® 19/08/2022
« Primera ‹ Anterior 1 2 3 4 5 Siguiente › Última »
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA