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Your Financial Plan-It
30 minutes | May 28, 2021
Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah
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 life, they share what they wish they could’ve told their younger selves regarding finances.You will learn:● How to balance your finances based on your priorities● How being concentrated now can help you make better decisions when you’re older● Why you need to slow down and put a financial plan in place● And more!Tune in to learn these women’s mistakes and how you can avoid them for yourself!Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: firstname.lastname@example.org | Amanda Dorio | Denise Gergley | Hannah Haley | Silver Spoon Kids : How Successful Parents Raise Responsible ChildrenHightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
26 minutes | May 14, 2021
Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah
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 the major expenses they are facing, how they deal with them, and steps they are taking to secure their financial future.You will learn:● Why certain major financial decisions might keep you up at night if you haven’t planned for them● How an advisor can help you make informed, data-driven decisions● Tips to raise your children to be financially responsible● And more!Tune in to learn how you can navigate the financial complexities at different stages of your life!Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: email@example.com | Amanda Dorio | Denise Gergley | Hannah Haley | Silver Spoon Kids : How Successful Parents Raise Responsible ChildrenHightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
30 minutes | Apr 30, 2021
How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss
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 proposal may affect your income, estate, and gift taxes. They also discuss strategies to help you optimize your wealth transfer to future generations.You will learn:● The time period when the proposal is most likely to be passed● How to use the Spousal Lifetime Access Trust (SLAT) & the Irrevocable Life Insurance Trust (ILIT) for efficient estate planning● Tips to help you fully utilize your current unused gift tax exemptions● And more!Tune in to discover steps you can take today to minimize the impact of the new tax regulations!Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: firstname.lastname@example.org Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
31 minutes | Apr 16, 2021
Expected Changes in Estate Planning & Income Taxes – With Richard Schloss
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 expected tax law changes and discuss the impact on estate planning, trust administration and income tax planning.You will learn:● How drastic reductions in estate and gift tax exemptions may affect your financial plan● The likelihood of various tax laws being passed in the near future● Things you can do now to prepare yourself to deal with the new tax regulations● How increased tax rates might affect the M&A space● And more!Tune in to learn how you can proactively adapt to expected tax changes!Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Email at: email@example.com |Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
22 minutes | Apr 2, 2021
Second Quarter 2021 Update - Economic & Market Outlook
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 lay out a comprehensive long-term plan.You will learn:How changes in the 10-year treasury yield affect the equity marketsWhat we mean by “duration” – and how it affects fixed income investmentsExpected economic growth in 2021 and beyondTips to create a well-balanced portfolio while still taking advantage of short-term trendsAnd more!Tune in to get important updates on the current and anticipated market trends!Resources: Synergy Capital Solutions | David Vallieres | Eric Nahat on LinkedIn | Email at: firstname.lastname@example.org Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
23 minutes | Mar 22, 2021
Florida Domicile from a Financial Planning Standpoint – Part 2
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 Dorio, managing attorney at The Dorio Law Firm, PLLC. Together, they dive deep into the asset protection and property tax benefits in Florida and discuss how it can have a significant impact on your financial plan.You will learn:● The fundamental difference between estate tax and inheritance tax● How to access the two key asset protection tools in Florida – Homestead Creditor Protection and Tenancy by the Entirety● Real-world examples of clients benefitting from Florida Domicile● Complications that may arise in the state you’re leaving, and tips to deal with them● And more!Listen now to learn how you can take advantage of the various tax and asset protection advantages offered by the state of Florida!Resources: Synergy Capital Solutions | David Vallieres | Email at: email@example.com Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
25 minutes | Mar 5, 2021
Florida Domicile From a Financial Planning Standpoint
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 discuss why so many people are moving to Florida, not just for the warm weather and the social lifestyle, but also for various tax benefits and a better asset protection offered by the state.You will learn:The key factors you should consider before changing your residencyHow the lack of a state death tax in Florida can save you thousands of dollarsWhat the Homestead Creditor Protection program is all about – and the potential benefits from an asset protection standpointThe property tax benefits enjoyed by primary residents of FloridaWhy top wealth advisors and attorneys are setting up their practice in FloridaAnd more!Tune in to learn why you should consider a Florida domicile, and how the rapidly growing state offers several opportunities for the future!Resources: Synergy Capital Solutions | David Vallieres | Mark Burns | Email at: firstname.lastname@example.org
25 minutes | Feb 19, 2021
The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin
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 how financial planners can effectively collaborate with tax advisors to provide greater value to their clients, as the tax filing season approaches.In this episode, you will learn:How Synergy Capital Solutions works closely with tax experts to develop highly efficient tax-plansWays in which secure online portals help you keep your documents organizedHow to prepare for the very first tax meeting with your advisorsQuestions that you should ask while hiring a tax advisor – as an individual or a businessAnd more!Tune in to learn how you can be better prepared to tackle your 2020 taxes during the upcoming tax season!Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Schlaupitz Madhavan, P.C.
21 minutes | Feb 5, 2021
How Can You Prepare for 2020 Taxes?
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 Lisa Inman to discuss 2020 taxes and how you can prepare for this upcoming tax season. In this episode, you will learn:Ways you can begin to prepare for the 2020 tax seasonHow the CARES Act will impact your 2020 taxesWhether you should be maxing out your retirement accounts this yearHow Synergy can help you this tax season — and why it’s imperative to coordinate with your tax professionalWhat you should be asking of your tax professionalAnd more!Tune in to hear from the Synergy Capital Solutions team to start preparing for the 2020 tax season!Resources: Synergy Capital Solutions | David Vallieres | Alex Burns | John McCarron
36 minutes | Jan 22, 2021
The Synergy Between Advisors and Lawyers – With Matthew Caplan
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 joined by Matt Caplan from Dawn Divorce Attorneys for Women. They discuss how advisors can work closely with attorneys and other professionals to better serve their clients.In this episode, you will learn:The importance of having a solid understanding of your financesHow advisors and lawyers can work together to help their clients have an effective plan in placeWhy you should always look towards the future and ask “What do I do next?”How COVID-19 has increased the need for legal and financial helpSynergy Capital Solution’s plans for an all-new series in 2021And more!Tune in now to learn how you can optimize your financial situation through collaborations with professionals.Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Synergy Capital Solutions Podcasts | Email at: email@example.com | Dawn Divorce Attorneys for Women
20 minutes | Jan 12, 2021
What 2021 Entails for the Financial Markets
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 Nahat. They discuss the key market trends you can expect over the coming months, and how you can adjust your plan to fully harness the opportunities that 2021 has to offer!In this episode, you will learn:The expected recovery trends for the markets going forwardHow the elections, both at the presidential level and Georgia Senate run-off, affect the marketsWays in which interest rates are expected to influence fixed-income investmentsWhy you should always focus on long-term investment planningAnd more!Listen now to learn more about the expected market trends, as further updates about the elections and COVID-19 unfold!Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Eric Nahat | Synergy Capital Solutions Podcasts | Email at: firstname.lastname@example.org
26 minutes | Jan 8, 2021
Who is the Captain of Your Ship?
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 achieve the clients’ goals.In this episode, you will learn:What it means to collaborate with other professionals to get the best results for your clientsHow we work and collaborate with other advisorsHow we take the lead to overcome challengesWhat expectations we hold for the CPAs, attorneys or other professionals that we have partnerships withAnd more!Tune in now to learn more about who is in charge of the group marching you down the field. Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Bill Brown
27 minutes | Dec 11, 2020
Creating a Proactive Financial Plan for 2021
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 how COVID and the recent elections have affected the market. They provide several meaningful insights into how you can proactively adjust your financial plan to the anticipated future changes in 2021.In this episode, you will learn:The key transition periods during 2020 and how to prepare for year endWays in which the elections affect you from a regulatory and a tax standpointHow technology has impacted the marketplace, the workforce and the clientsWhat’s around the corner for 2021 and your next steps going forwardAnd more!Tune in now to learn how you can enter 2021 with a solid long-term plan to better manage your finances!Resources: Synergy Capital Solutions | David Vallieres | Mark Burns | Email at: email@example.com
19 minutes | Nov 13, 2020
The 2020 Election vs. the Market
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 a market perspective.In this episode, you will learn:How the noise and lawsuits around this election may affect the marketWhy a divided government historically has had a positive effect on the marketWhy this can be an emotional time for investors and clients with the interim uncertaintyWhat is driving the federal reserveAnd more!Tune in now to learn more about how the results of the election are impacting the market.Resources: Synergy Capital Solutions | David Vallieres | Eric Nahat
28 minutes | Oct 29, 2020
The Ready, Aim, Fire Mindset of Insurance Planning
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 and the planning it takes to find the right fit.In this episode, you will learn:How the world of insurance and long term care has changedWhy insurance companies are raising premiums as they gain experienceHow annuities are viewed through the lens of a financial plannerHow life insurance should fit into your planAnd more!Tune in now to hear the details of insurance planning and long term care annuities!Resources: Synergy Capital Solutions
19 minutes | Oct 1, 2020
Episode 11 - Staying Connected as a Team
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 brought their businesses together to create Synergy Capital SolutionsHow Synergy Capital Solutions works to serve their advisors and relationship managersHow the clients benefit from having a collaborative team approachAnd more!Tune in to learn more on the strength of the team!
14 minutes | Sep 16, 2020
Episode 10 - Taking the Next Steps in Business — with Guest Daniel Alfredson
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 businessIn this episode, you will learn:The types of businesses that Synergy Capital Solutions works withWhat questions you need to ask yourself before starting your businessHow the Synergy team can help with your exit strategyAnd more!Tune in to learn valuable information about starting your own, expanding, or exiting your business!
24 minutes | Sep 2, 2020
Episode 9 – The Trusted Team
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 to you the team behind the scenes that are committed to helping you create your financial plan.In this episode, you will learn:The role the service team plays in the office functionsHow Synergy Capital Solutions creates a seamless experience between client and advisorWho tracks and monitors your accounts on a regular basisWhy it’s important to have a trusted team on your sideAnd more!From scheduling and marketing, to client concierge, tune in as David, Norton, Lisa, Anne and Jeff give you insight into the office breakdown!
31 minutes | Aug 7, 2020
Episode 8 – Investing 101: Back to Basics
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 this episode, you will learn:Key investing phrases and termsMany different kinds of stocks available Various investment terms, what they mean and how they workAnd more!Tune in to learn valuable information and language about investments!
37 minutes | Jul 23, 2020
Episode 7 – Answering Your Frequently Asked Questions
When it comes to your finances, it is inevitable that you will have questions. Likely, your questions are common, and we’ve got the answers you’re looking for. David Vallieres is joined by Jordann Andrusiak, Norton Stern, and Jeff Allen to answer your frequently asked questions about financial planning, In this episode, you will learn:Whether you should focus on investing or paying down debtsSome tips for saving for retirementThe difference between various education savings plansWhy it’s important for your family to be involved in financial planningAnd more!From short and long term investments, to retirement planning, wealth, and education, tune in as David, Jordann, Norton, and Jeff answer your questions!
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