Simplify Your Financial Life Podcast brought to you by Financial Synergies Wealth Advisors

By: Financial Synergies Wealth Advisors Inc.
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  • Summary

  • Financial Synergies Wealth Advisors, Inc. is a fee-only RIA (Registered Investment Advisor) located in Houston, TX. For over 35 years we’ve been providing wealth management and financial advisory services to clients throughout the U.S. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver a total wealth management experience. Our office is located at 4400 Post Oak Pkwy, Ste 200, Houston, TX 77027. Reach us at www.finsyn.com or 713-623-6600. Full Disclosure: https://finsyn.box.com/s/cm0etlt1ogrcitzd6qhve1165eofxh5j
    Financial Synergies Wealth Advisors, Inc.
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Economics Personal Finance
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Episodes
  • Ep 6 | Love and Money with Personal Finance Whisperer, Nina Needleman

    Ep 6 | Love and Money with Personal Finance Whisperer, Nina Needleman
    Mar 18 2024

    In this enlightening episode of the #SYFLPodcast, personal finance whisperer Nina Needleman delves into the intriguing connection between love and money. 💑💰


    Nina’s expertise provides a unique perspective into why interpersonal connection and personal finance often go hand in hand, and how you can improve your relationship by establishing a financial plan that both you and your partner can stick to. 💸📝


    🔍 In this episode, we'll delve into:

    • Strategies for navigating financial habits and fostering compatibility in relationships
    • The profound influence that your family’s financial history has on your personal finance decisions
    • The significance of identifying financial role models, with some people looking to successful figures like Bill Gates or Taylor Swift for inspiration. Who’s yours?


    Check out Nina’s brand new book on this topic, “Financial Forevermore: A Couple's Financial Survival Guide and Ways to Beat the Odds,” available now on Amazon: https://www.amazon.com/Financial-Forevermore-Couples-Survival-Guide/dp/B0CRHZ6RTR?ref_=ast_author_mpb


    And visit her website if you would like to learn more about Nina’s insights into personal finance and philanthropy: https://www.personalfinancewhisperer.net/


    🚀 Don't miss out on this insightful conversation! #simplifyyourfinanciallifepod
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    32 mins
  • Ep 5 | WSJ’s Julia Carpenter Gets to the Heart of Why so Many Adult Children are Still on Their Parents’ Payroll

    Ep 5 | WSJ’s Julia Carpenter Gets to the Heart of Why so Many Adult Children are Still on Their Parents’ Payroll
    Mar 11 2024

    Ever wondered why more parents are financially supporting their adult children than ever before?

    Join us in the latest episode of the #SYFLPodcast, where The Wall Street Journal’s Julia Carpenter uncovers the rapid rise of parents supporting their grown-up kids. From assisting kids with the down payment on their first home to the impacts on retirement planning for parents, explore how this shift is reshaping intergenerational finances.

    Plus, check out Julia’s new book, The New Rules of Money: A Playbook for Planning Your Financial Future: A Workbook, to unlock valuable insights for managing your finances effectively.
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    28 mins
  • Ep 1 | A Day in the Life of Mike Minter, CFP®, CFS®

    Ep 1 | A Day in the Life of Mike Minter, CFP®, CFS®
    Feb 5 2024

    Please join Adam Lawrence, CPA, Associate Financial Advisor and host of the Simplify Your Financial Life Podcast, and Mike Minter, CFP®, CFS®, Chief Investment Officer and Shareholder, for our first episode. We discuss how Mike got started in the industry, his role at the firm, and his take on the markets and the economy.

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    32 mins

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