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 4 de 5

How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss 30/04/2021
Expected Changes in Estate Planning & Income Taxes – With Richard Schloss 16/04/2021
Second Quarter 2021 Update - Economic & Market Outlook 02/04/2021
Florida Domicile from a Financial Planning Standpoint – Part 2 22/03/2021
Florida Domicile From a Financial Planning Standpoint 05/03/2021
The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin 19/02/2021
How Can You Prepare for 2020 Taxes? 05/02/2021
The Synergy Between Advisors and Lawyers – With Matthew Caplan 22/01/2021
What 2021 Entails for the Financial Markets 12/01/2021
Who is the Captain of Your Ship? 08/01/2021
Creating a Proactive Financial Plan for 2021 11/12/2020
The 2020 Election vs. the Market 13/11/2020
Episode 11 - Staying Connected as a Team 01/10/2020
Episode 10 - Taking the Next Steps in Business — with Guest Daniel Alfredson 16/09/2020
Episode 9 – The Trusted Team 02/09/2020
Episode 6 - A Deep Dive into Special Needs Trusts – With Bill Brown 08/07/2020
Special Market Update 10 - Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric Nahat 19/06/2020
Special Market Update 9 - Constructing a Well-Versed Financial Plan 05/06/2020
Special Market Update 8 - Introduction to Estate Planning 01/06/2020
Special Market Update 7 - Advanced Financial Planning 23/05/2020
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