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.

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

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.

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

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.

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.

Are you or someone you know at the beginning of your financial journey?

At Synergy, we recognize that you may need different services at different stages of your life and career. We match your financial needs through the various chapters of your life by offering support at the Build, Grow, Enjoy and Give stages of life.

Firstly, we start with the build stage which Synergy advisors Jordann Andrusiak, CFP® and Brennan Ifkovits will be discussing within this latest podcast episode:

Topics of discussion include:

-What is the build stage of life?

-How do we begin to build out a plan?

-Identifying S.M.A.R.T goals

-Developing your plan further with actionable steps

- Importance of a team to monitor and develop your plan over time

-Adapting to change and navigating life’s events

The Synergy Capital Solutions team is interested in serving as your partner, working alongside you to transform your goals and vision into a solid financial plan that helps you realize your dreams. Call us today at 888-363-4546. We’re ready to get started.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Join Synergy Capital Solutions Director of Investments Eric Nahat as he talks through the 2Q 2024 Recap & 3Q 2024 Outlook.

Some topics of discussion include:

Market Recap – Key Headlines From the Past Six Months

Stock Market – How Company Size is Shaping 2025 Returns

U.S. Sector Trends – 7 of 11 Sectors Posted Gains in 1Q 2025

Performance Drivers – Earnings Remain Strong, But Valuations Moderate

Interest Rates – Why Have Bond Yields Declined This Year?

Market Turbulence – Policy Uncertainty Has Increased Market Volatility

Sentiment Insights – Trends in Consumer and CEO Survey Data

Economic Dashboard – Takeaways from Four Key Metrics

Long Term Perspective – Market Volatility is a Normal Part of Investing

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

The Importance of Women Leading Their Financial Journey | Women in Financial Planning

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.