Welcome to Your Financial Plan-It, the podcast hosted by David Vallieres and the Synergy Capital Solutions team. This is the show that brings you synergistic financial strategies to help you enjoy the fullness of today and empower your next generation. Join us for this journey as we draw from over 200 years of planning and investment experience to help you synergize your finances.
Mueller Financial Services, Inc.
OJM Group
Whitney Emanuel
greenupwealth
Patti Brennan
moneyandmeaning
Brownlee Wealth Management
Matthew Neyland, CFA, CAIA
Foster & Motley
Manulife, Peter Ward, Solutions
G&F Financial Group
KLO Financial Services
James Vaughan and Tyler Kennedy
Impact Wealth
The JS Group at Baird
Morton Brown Family Wealth
Steve Cordasco
Richardson Wealth
Carte Financial
Wayne and Lisa Firebaugh
Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor
Josh Null
Max Finance
Brian Kasal
Presented by Be Eminent
Soledad O'Brien & Jean Chatzky
Jonathan Bednar II, CFP🄬
The F Word: Finance
Summit Wealth Group
The F Word: Finance
Morrie W. Reiff
Plan First Wealth
Bill Holliday
Ben D. Jones and Emily Larsen with BMO Global Asset Management
None
Scott Ford
Josh Hargrove & Ross Powell
Dynamic Funds
Bill Holliday
Alex Hont
Jason Labrum
John Browning
Brijesh Parikh
Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit Union
Wesley Forster
Cumulus Providence
Madrona Financial Services
Woodward Financial Advisors
Bruce Porter & Will Worsham
Pete Bush & Bill Bush: Horizon Wealth Management Financial Advisors
Denver Nowicz
Dawn Santoriello
Tony Byrne
Peter Raskin
Schexnayder Wealth Advisors
Martin Bamford
Choate IA
LifeYield
financialplanningexplained
Ellis Financial Group
IVM Podcasts
Reach Strategic Wealth and Guide Financial Planning
The Perry Richey Group
Business Day TV
Moneyweb Radio
Buckingham Wealth Partners
Douglas Goldstein | CFP® | Profile Investment Services
Asset TV
Michael Wallin and Stacey Andres
Benjamin Haas
Executive Wealth Management
My Money My Lifestyle
Devang Shah
Shawna McCrea
Norma Vargas
Bill Holliday, CFP
Kleinwort Hambros
Raja Gopal
Rich Ideas Podcast
BNY Mellon Wealth Management
Charles Schwab
Scott Fishman and Cliff Jurdi
Tony Thomas
Michael D. Wall
Brian Preston and Bo Hanson
Mariner
Jeb Jarrell
Mike Miller
Rich Ideas Podcast
Presidio Capital Management TV
Leo Sabo & David Thompson
Revolutionary Financial Planning
Get to it with Grace
CHQR / Curiouscast
David Adams
Total Wealth Planning and Management, Inc.
Patrick White, EA & Brian Pelling, CFA
Enid Kathambi
The Financial Consulate, Inc.
Kate Visco