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

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

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 [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/ [https://www.personalfinancewhisperer.net/] 🚀 Don't miss out on this insightful conversation! #simplifyyourfinanciallifepod

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

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 [https://a.co/d/dRsGxPa], to unlock valuable insights for managing your finances effectively.

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

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.

Ep 2 | A Day in the Life of Marie Villard, Director of Operations, CCO, and CTO and her Perspectives on AI and Cybersecurity

Host Adam Lawrence interviews Financial Synergies' Director of Operations, CCO, and CTO, Marie Villard. They discuss the rise of Artificial Intelligence (AI), its place in the financial services industry, and its risks.

Ep 4 | APCIA's Bob Passmore Breaks Down How Extreme Weather, Bad Drivers, and Inflation are Driving Up P&C Insurance

Hurricanes, wildfires, and 500-year floods - these are just a few of the now common extreme weather events that are contributing to skyrocketing homeowners insurance premiums and driving insurers out of states like Florida and California. In this episode, Bob Passmore, the Vice President, Personal Lines at the American Property Casualty Insurance Association (APCIA) breaks down what you need to know and what you can do if coverage is becoming too expensive or nonexistent in your area. When it comes to auto insurance, increasingly bad driving, bigger cars, autopilot, and inflation are all contributing to premiums going through the roof. Bob Passmore dives into how to mitigate your risk and liability exposure in this continuously evolving P&C insurance landscape.   https://www.apci.org/ [https://www.apci.org/]