Your Financial Plan-It

Hosted by Synergy Capital Solutions

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Jul 2026

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About the show

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.

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60 recent

July 2, 202618 min

2Q 2026 Recap & 3Q 2026 Outlook | Key Updates on the Economy & Markets

Join Synergy Capital Solutions’ Co-Chief Investment Officer, Eric Nahat, CEPA®, in our latest Market Update Podcast as he breaks down the key drivers shaping today’s investment landscape. In this episode, Eric recaps the highlights from Q2 2026 and shares his outlook for Q3, offering timely insights to help you stay informed and prepared. Key topics discussed include: • Market Recap: Major headlines and takeaways from last quarter • Market Themes: How AI spending is fueling a record semiconductor rally • Diversification: Signs of market gains broadening beyond large-cap tech • Inflation Monitor: Why price pressures may ease as oil trends lower • Labor Markets: Job growth rebounding after late-2025 softness • Interest Rates: Shifting expectations—from rate cuts to possible hikes • Looking Ahead: Critical themes to watch over the next six months

May 22, 202626 min

Strategies for Saving for Your Child’s Education | What’s the Right Option for You?

Join Synergy Capital Solutions advisors Jordann Andrusiak, CFP®, and Diego Wanderley as they break down the key strategies families can use to save for their children’s education. In this episode, they explore why early planning can make a meaningful difference, when to begin your savings journey, and the variety of options available to help you prepare with confidence. They’ll also discuss how to determine the right savings target based on your goals, and how to build a plan that balances education funding with your broader financial priorities.

April 2, 202622 min

1Q 2026 Recap & 2Q 2026 Outlook | Key Updates on the Economy & Markets

Join Synergy Capital Solutions’ Director of Investments, Eric Nahat, as he walks through the Q1 2026 recap and Q2 2026 outlook in our latest podcast episode. Some topics of discussion include: -Market Recap – Key Headlines From Last Quarter -AI Disruption – Software Sell-off and the Importance of Diversification -U.S. Economic Activity – Manufacturing Returning to Expansion -Oil Prices – Historical Context and Implications for the Economy -Inflation Monitor – Update on Recent Inflation Trends -Interest Rates – How Many Rate Cuts Are Forecast in 2026? -Fixed Income – High Yield Credit Spreads Widen in Response to Oil Shock -Long Term Perspective – S&P 500 is 96% Correlated with Earnings Growth -Looking Ahead – Key Themes to Watch the Next Six Months

January 9, 202621 min

4Q 2025 Recap & 1Q 2026 Outlook

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 4Q 2025 Recap & 1Q 2026 Outlook. Some topics of discussion include: -Market Recap – Key Headlines From Last Quarter -Stock Market – Nasdaq’s Historic Market Rebound -Washington Policy – U.S. Tariff Timeline -Inflation – Expectations Rising But Not Showing up in the Data -Interest Rates – Updated Rate Cut Forecast Through 2026 -Market Upside – Earnings and Valuation Scenario Analysis -Looking Ahead – Key Themes to Watch Over the Next Six Months -Long Term Perspective – Economic Slowdowns Are Historically Short-Lived

December 5, 202528 min

Navigating a Career as a Physician | Career Change into the Financial Industry

Join Synergy Capital Solutions advisors Jordann M. Andrusiak, CFP® and Dr. Jeff S. Allen CFP® as they discuss Jeff's career as a physician and his career change to a Financial Advisor. Topics of discussion include: • Navigating a career change • Recognizing the need for financial planning guidance as a physician • The responsibility as a business owner • Finding the balance between paying off debt, saving for retirement and navigating your lifestyle • Malpractice protection, disability income coverage and life insurance • Achieving financial freedom and legacy planning • The importance of a good team - “You don’t know what you don’t know” Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

October 8, 202519 min

3Q 2025 Recap & 4Q 2025 Outlook | Key Updates on the Economy & Markets

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 3Q 2025 Recap & 4Q 2025 Outlook. Some topics of discussion include: Market Recap – Key Headlines From Last Quarter Stock Market – Nasdaq’s Historic Market Rebound Washington Policy – U.S. Tariff Timeline Inflation – Expectations Rising But Not Showing up in the Data Interest Rates – Updated Rate Cut Forecast Through 2026 Market Upside – Earnings and Valuation Scenario Analysis Looking Ahead – Key Themes to Watch Over the Next Six Months Long Term Perspective – Economic Slowdowns Are Historically Short-Lived

September 1, 202515 min

Are you ready to retire? | Discussing your Plan, Spending, Income and Legacy

Are you ready to retire? This popular question is one we hear often. In this podcast episode Synergy Advisors’ Caryn Fields, CFP® , and Diego Wanderley discuss the main elements of your financial plan to consider when looking at this question. Items of discussion include: Spending: Understand your essential vs. discretionary expenses and how to maintain your lifestyle in retirement. Income: Transitioning from earning a paycheck to paying yourself — including traditional and non-traditional income sources for retirement. Legacy: Is leaving a legacy important and part of your plan? At Synergy, every plan is personalized so our clients can focus on what matters most — their passions, purpose, and life experiences. Call us today at 888-363-4546 to start building your retirement plan and find the answer to the question, are you ready to retire? Your path to financial freedom starts here.

July 31, 202526 min

Planning for Life’s Events | Household Changes, Career Development and Aging Parents

Join Synergy’s Client Experience Manager in Business Integrations, Anne Iwasko, and our Client Experience Associate in Scheduling, Jennifer Curran, as they make their podcast debut alongside host Jordann Andrusiak. Together, they explore the personal and professional transitions that shape our lives — from shifting household dynamics to evolving career paths and the responsibilities of caring for aging parents. Topics of discussion include: Enjoying where you are in each stage of life Reflecting on your time as your children get older Navigating a change in roles in the household Exploring your purpose and how to get there Managing aging parents Personal and financial planning benefits

July 3, 202516 min

2Q 2025 Recap & 3Q 2025 Outlook

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 2Q 2025 Recap & 3Q 2025 Outlook. Some topics of discussion include: Market Recap – Key Headlines From Last Quarter Stock Market – Nasdaq’s Historic Market Rebound Washington Policy – U.S. Tariff Timeline Inflation – Expectations Rising But Not Showing up in the Data Interest Rates – Updated Rate Cut Forecast Through 2026 Market Upside – Earnings and Valuation Scenario Analysis Looking Ahead – Key Themes to Watch Over the Next Six Months Long Term Perspective – Economic Slowdowns Are Historically Short-Lived Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

May 28, 202517 min

Merging Your Finances Together | Navigating Financial Expectations as a Couple

Money can be a source of unity—or tension—in a relationship. In this episode, we explore how couples can successfully merge their finances, align their financial values, and navigate the different levels of financial expectations. Whether you're just moving in together or have been married for years, this conversation will help you build a stronger financial foundation as a team. Topics of discussion include: Setting Shared Financial Goals Budgeting and Spending as a Team Common Issues That Arise Options for Managing Finances Together Managing Joint Accounts, Bills, and Debt When and Why to Keep Finances Separate Aligning on Values and Understanding the Numbers Merging finances is more than just combining bank accounts—it’s about building a shared vision for your future. With open communication, mutual respect, and a clear plan, couples can turn money into a tool for connection rather than conflict. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.