Simplify Your Financial Life Podcast brought to you by Financial Synergies Wealth Advisors
By Financial Synergies Wealth Advisors, Inc.
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Category: Investing
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Subscribers: 1
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Episodes: 6
Description
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
| Episode | Date |
|---|---|
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Ep 6 | Love and Money with Personal Finance Whisperer, Nina Needleman
|
Mar 18, 2024 |
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Ep 5 | WSJ’s Julia Carpenter Gets to the Heart of Why so Many Adult Children are Still on Their Parents’ Payroll
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Mar 11, 2024 |
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Ep 1 | A Day in the Life of Mike Minter, CFP®, CFS®
|
Feb 05, 2024 |
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Ep 2 | A Day in the Life of Marie Villard, Director of Operations, CCO, and CTO and her Perspectives on AI and Cybersecurity
|
Feb 05, 2024 |
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Ep 4 | APCIA's Bob Passmore Breaks Down How Extreme Weather, Bad Drivers, and Inflation are Driving Up P&C Insurance
|
Jan 16, 2024 |
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Ep 3 | Mike Booker on Financial Synergies, Success Psychology, Golf, and Life
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Dec 18, 2023 |