As professional working women, Jordann Andrusiak and Lindsay Mills share their experience of navigating motherhood and the changes, challenges, and considerations they made to their lives. Also in this podcast, Lindsay Mills tells her inspirational story of navigating the critical financial events she has experienced from motherhood to single motherhood and losing a parent.

Key topics include:

• The transition to motherhood and navigating your new budget, work life balance, career path and new priorities.

• Preparing for 529 plans, childcare, sports, and travel.

• The transition to single motherhood and creating a new budget, goals and values. Creating new saving plans and emergency funds.

• Time management and prioritizing your values.

• The transition to losing a parent and becoming a support system for your family. Helping to navigate grief and offering education and support to your parent during the difficult life transition.

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

Join Alex Burns CFP® as he talks to our new team members Kevin Keith CRPC®, CRPS® and Lindsay Mills. As Synergy Capital Solutions continues to grow, we welcomed the clients and team of the EnVision Financial Group to our firm in November 2023. Through this combination we welcomed Kevin and Lindsay to our team, and we are excited for you to get toknow them.

Some topics of discussion in this podcast include:

-Kevin and Lindsay's career path and experience

-The passion they both share for the industry

-The everchanging financial industry

-How and why, Kevin and Lindsay choose Synergy

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 4Q 2023 market recap and 1Q 2023 outlook.

Some topics of discussion include:

-Market returns

-New opportunities

-Inflation

-Consumer Confidence

-Market themes

-Time in the market

-Withdrawal rates

To read more on the 4Q market recap and 1Q 2024 recap, read the latest blog post on our website or reach our to the Synergy Capital Solutions team. https://synergycapitalsolutions.com/blog.html?page=1

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

Join Alex Burns CFP® as he talks to our new team members Caryn E. Fields CFP®, Brennan M. Ifkovits and Diego Wanderley. We are so excited to welcome them to the team and we are looking forward to you getting to know them.

Some highlights include:

-Their career path and experience

-The passion they share for the industry

-How and why, they choose Synergy

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

In this episode of Your Financial Plan-it join Jordann Andrusiak and Caryn Fields as they discuss some new year resolutions and a check list of items you should take care of during the year. This is a great resource to check you are starting 2024 in the best way possible with your financial plan.

As a new member to our team, Caryn provides a brief introduction to herself as she co-hosts her first podcast with Synergy Capital Solutions.

As changes in your life occur, are you adjusting your financial plan accordingly throughout the year? Some main topics in this podcast include:

-Life changes updates (Retirement, new family members, residence, ETC.)

-Financial plan updates

-Estate plans

-Tax changes

-Retirement planning

-Income and budgets

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

In your 20s and 30s, the concept of retirement may seem distant and, frankly, irrelevant. A proactive mindset, however, can have a major impact on your financial future, possibly even setting the stage for an earlier retirement. If you’re in the majority of employees, you have access to an employer sponsored retirement plan, often a 401(k), and at some point, either because you start a new job, retire or adjust your financial plan, you may need (or want) to distribute your retirement assets into another retirement account. This is known as a rollover. To help you prepare and make an informed decision, here are the main options you will likely have, and some of the pros and cons associated with each.

Reach out to the Synergy Capital Solutions team if you have any questions or need further information. [email protected]

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

Join Synergy Capital Solutions team member Eric Nahat as he talks through the 3Q 2023 market recap and 4Q 2023 outlook. Some topics of discussion include:

• Google search trends
• Historic market events
• Time in the market
• Interest rates
• Bond market

To read more on the 3Q market recap and 4Q recap, read the latest blog post on our website or reach our to the Synergy Capital Solutions team.

Join Synergy Capital Solutions advisors Sarah Zvekan and Alex Burns as they discuss their certified financial planner certification experience.

For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Congratulations to Sarah who recently passed her CFP exam!

During this podcase they will discuss:

• Their journey during the CFP® process

• What the CFP® process is

• How the certification impacts the service we deliver to our clients.

- Advice for anyone who is going through the CFP® process.

In this episode, Mark Burns, our CEO, and Alex Burns, an advisor and Director of Digital Solutions, will be discussing the multigenerational firm we have at Synergy Capital Solutions.

Topics of discussion include:

·  When Mark knew having a second generation in the team was an important asset to have.

·  Alex Burns' journey into Synergy Capital Solutions and working with the generation one advisors.

·  The benefits of a multiple generational firm for our clients.

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.