Shows
The Pack Is Back PodcastFrom the Ice to the Bench – A Coach’s Evolution With Matt Curley (Ep.22)What unique paths lead a dedicated coach from small-town rinks to an internationally acclaimed hockey career?
Find out with us as we explore Matt Curley’s inspiring journey from Northern New York to coaching excellence, embodying the spirit of UAA Seawolf Hockey!
David Vallieres chats with Matt Curley, an alumnus turned exceptional coach, about his diverse coaching roles. Discover how his stints in the US National Team Development Program, Europe, and his heartfelt time at UAA define his approach.
Other discussions in the episode include:
Matt Curley’s early fascination with hockey and h...2024-10-0436 minThe Pack Is Back PodcastA Hockey-Filled Life From College to Coaching With Keith Morris (Ep.21)A sporting community can impact lives decades after the final whistle.
Today’s episode dives into this phenomenon and highlights the lifelong bonds formed through UAA Seawolves Hockey and the initiatives keeping this legacy vibrant.
David Vallieres reconnects with Keith Morris, a distinguished UAA Seawolves Hockey alumnus. Keith shares stories from his playing days, details his professional journey, and talks about his current work with the Anchorage Wolverines. Together, they highlight the Seawolf 4Life Foundation’s mission to enrich alumni relationships through community, connections, and contributions.
Top discussion points include:
The impactful recru...2024-09-0625 minThe Pack Is Back PodcastBuilding Character And Skill Into Future Stars With Dallas Steward (Ep.20)Lace up and join host David Vallieres as he interviews Dallas Steward, a pivotal coaching figure at North Star Christian Academy.
Dallas shares heartfelt insights into his hockey career, the pivotal moments that directed him towards coaching, and how he’s shaping the ethos of young athletes beyond the rink.
Discussion points include:
How Dallas Steward’s early love for hockey paved the way for a career filled with both challenges and accomplishments
Why transitioning from professional play to coaching unveiled a love for developing players not just on the ice, but in life
How No...2024-06-0735 minThe Pack Is Back PodcastLegendary Tales and Lessons from the Rink with Lorne Knauft (Ep.19)Our guest’s journey in hockey discussed his success from UAA to the NHL. Hear about epic games, unforgettable moments, and the true camaraderie of the sport.
David Vallieres welcomes guest Lorne Knauft, a former UAA hockey player, for an engaging and nostalgic conversation about their shared experiences in the world of hockey. Lorne shares memories from his time at UA, reflecting on the challenges and triumphs of playing college hockey and the impactful relationships formed with teammates and coaches.
The episode delves into Lorne’s journey from growing up in Canada dreaming of playing hock...2024-05-0331 min
La gang du matin au Bas-Saint-LaurentLe matin de notre situation financièreOn reçoit Vincent Vallières, on se dispute sur les meilleures cantines de la région, on évalue notre santé financière selon notre chanson et Alex vient nous tester avec sa P'tit vite. Au culturel: Taylor Swift règle ses comptes, David Pineau lance son album et les films à voir ce weekend.2024-04-2638 minThe Pack Is Back PodcastThe Most Exciting Off-Season Yet With Coach Matt Shasby (Ep. 18)Coach Shasby is back on the show after a break, and is ready to discuss some of the challenges of dialing in new players with the help of momentum from the previous year.
In this episode, David Vallieres and guest Coach Shasby discuss the challenges and successes of the recent hockey season. They talk about the team’s off-season, the addition of new players, and the positive energy from returning players.
Coach Shasby highlights the team’s performance in recent games, their current record, and their upcoming schedule. He also mentions an alumni event at Talki...2024-04-1626 minThe Pack Is Back PodcastHockey’s Lessons in Dedication and Resilience with John Hill – Part 2 (Ep.17)How does commitment and support from university administrators impact the success of sports teams?
This week, our returning guest, John Hill, is here to tell us.
In this part-two episode, the hosts welcome back John Hill to reflect on the team’s journey to the final five weekend and shares a funny incident with the team. He discusses the challenges they faced during their bus ride to the twin cities.
Coach Hill also talks about his decision to leave his position as the athletic director and the impact it had on the hockey pro...2024-03-0132 minThe Pack Is Back PodcastHockey’s Lessons in Dedication and Resilience with John Hill – Part 1 (Ep. 16)Stories of dedication and the transformative power of coaching often take center stage in hockey.
Today, we will hear one of those stories!
In this first part conversation, David sits down with John Hill, former NHL player and coach, to chat about his incredible journey through the world of hockey. John shares his experiences as a player and coach, offering valuable life lessons along the way. They dive into the coaching experiences of John and the power of dedication and resilience in the face of adversity.
David and John discuss:
John’s love...2023-11-0349 minThe Pack Is Back PodcastPodcasting and Building Connections (Ep. 15)Building meaningful connections and making financial advice accessible are pivotal aspects of personal and professional growth.
To achieve this, it’s necessary to implement an innovative approach, like through podcasts.
Today, we speak with someone who knows this world perfectly and his journey!
In this episode David chats with Matt Halloran, Co-Founder and Chief Relationship Officer at ProudMouth. Matt shares the inspiring journey of ProudMouth, a company that aims to make financial advice accessible to everyone through podcasting. They emphasize the power of shared experiences and the value of maintaining relationships throughout life.
...2023-10-0622 minThe Pack Is Back PodcastIt’s All About Family with Kevin Kuper and Doug Spooner (Ep. 14)Whether you are a player or staff, no matter your position, at UAA, you’re family.
In this episode David welcomes Doug Spooner and Kevin Kuper back on the podcast to share with listeners the progress they’ve made so far with the mentorship program. They explain why this program is so important to them, and to the team’s future success.
David, Spooner, and Kup discuss:
The milestones they have achieved since starting the mentorship program.
How a resume can make all the difference when starting your career.
Why its important for the players...2023-08-0428 minThe Pack Is Back PodcastNostalgic Tales From Both On And Off The Hockey Rink With Rodney Wild (Ep.13)The nostalgia is palpable as the conversations flow about the memories they made during their college hockey years.
There’s nothing quite like being part of a team.
In this episode, the boys and guest, Rodney Wild take a trip down memory lane, exploring the joys, challenges, and cherished memories associated with the beloved sport of hockey.
The UAA Alumni discuss:
The purpose coaches serve kids throughout elementary school, highschool, and university
What they individually took away from their days playing with a team on the ice
Some classic and nostalgic stories fro...2023-07-0727 minThe Pack Is Back PodcastThe Hockey Chat: Experiences from a Veteran Coach with Pete McEnaney and Coach Shasby (Ep. 9)It’s a good idea to chat with people who really know the sport and have experience with it, especially if they also know some of the same people as you. In this episode, David Vallieres and Coach Shasby talk with Pete McEnaney about his extensive coaching career, personal life, and future plans. Additionally, Pete shares … Read More Read More2023-04-0721 min
Your Financial Plan-It2023 Q1 Portfolio Process & Market Update with Eric NahatSummary:When it comes to short term investing, there are a number of uncertainties that come along with it that may allow for more issues to pop up versus if you take a long-term strategic approach. Sometimes, when going through turmoil, a heads up as well as a solid financial plan to fall back on just might be your saving grace to not jump at the chance to pull out based on your fears in the market. In this episode, David Vallieres is joined by Eric Nahat to uncover the changes in the market since...2023-04-0631 minThe Pack Is Back PodcastSharing Sentimental Hockey Stories with Coach Shasby, Todd “Betsy” Bethard and Chris “Wally” Davis (Ep. 8)There’s nothing quite like getting together with old friends and remembering some of the best memories you have together. That’s exactly what this episode is all about. In this episode, David Vallieres chats with Coach Shasby, Todd Betsy, and Chris Davies to share updates surrounding the UAA’s most recent tournament, what each of them has … Read More Read More2023-03-2427 minYour Financial Plan-ItHonoring Women in Finance for International Women’s Month With Sarah ZvekanWomen now control about a third of the world's wealth and over half of the wealth in the United States. A lot has changed over the years and we want to take the time to recognize the work from generations of women.In this episode, David Vallieres chats with Sarah Zvekan financial advisor at Synergy Capital Solutions about the importance of women in the financial industry, and the impacts that they have had. Sarah also talks about planning your taxes for charitable giving.David and Sarah discuss:● Her observations as a woman in financ...2023-03-1716 minThe Pack Is Back PodcastFrom Florida to Alaska With Kevin Murdoch (Ep. 7)Not many people make the 5000-mile trip for a job opportunity. But when the position involves the UAA Seawolves, it’s well worth it. In this episode, David Vallieres talks with Kevin Murdock, Seawolf’s assistant coach, to share his experience as a coach and how he ended up in Anchorage all the way from Florida. Kevin … Read More Read More2023-03-0321 minYour Financial Plan-ItPreparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah ZvekanTax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year.In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy Capital Solutions. They discuss how to prepare for tax season, creating retirement plans that clients can be excited about, and the importance of investment planning.Mark and Sarah discuss:● Building a stable cash flow plan for after retirement...2023-02-1719 minThe Pack Is Back PodcastThe Howling 80s With Dean Des Lauriers (Ep. 6)South Korea is known for many things; its kimchi, K-pop, Hyundai, and more… but it isn’t known for its hockey. When attending a tournament in South Korea, practices are of very little concern. In this episode, David Vallieres talks with Dean Deslauriers about his time as a Seawolf in the early 80s. He shares with … Read More Read More2023-02-0323 minYour Financial Plan-ItSecure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®Summary:The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor.In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on a high level and how it can benefit you.Dr. Jeff Allen discusses:● Potentially significant changes with charitable distributions● The larger catch up for retirement contributions● Student loan payment matches beginning in 2024● And moreConnect With D...2023-01-2017 minYour Financial Plan-ItLooking Forward into 2023 with Eric NahatSummary:2022 threw just about every financial disruption it could at us. At this point, nothing should surprise us.In this episode, David talks to Eric Nahat, Advisor & Director of the Investment Committee at Synergy Capital Solutions. Together they go over the events of the past year and look forward to 2023. They discuss the state of the markets along with what they think the markets will hold in the new year.David and Eric discuss:How 2022’s markets differ from the financial crisis of 2008Strategies for making smart financial decisions going into 2023The im...2022-12-3018 minThe Pack Is Back PodcastFrom UAA Days on The Field to Coaching a Professional Team with Matt Shasby and Derek Donald (Ep. 5)Calling all SeaWolves fans and alumni! After parting ways with the team many years ago, we want to shine light on the many accomplishments, life changes and hockey updates from our team around the globe. In this episode, David Vallieres talks with Matt Shasby and Derek Donald. Coach Shasby shares some updates on the progression … Read More Read More2022-12-1526 minThe Pack Is Back PodcastRoommate Reunion With Chris Davis (Ep. 4)Nothing can compare to the relationships you build with your college roommates. In this episode, David Vallieres talks with his college roommate, Chris Davis (Wally), on the podcast to take a walk down memory lane. Struggling to keep it PG, the two share stories from their days as Seawolves and all that’s changed since then. … Read More Read More2022-12-1529 minThe Pack Is Back PodcastHockey Life After The Seawolves With Eric Silverman (Ep. 3)With over 40 years of Seawolf Alumni, we love seeing what they accomplished after their years as players. In this episode, David Vallieres talks with Eric Silverman (Silvy) on the podcast to share where he’s ended up since playing as a Seawolf. He updates the Alumni community about one of the top premier hockey programs … Read More Read More2022-12-1528 minThe Pack Is Back PodcastBringing Back The Brotherhood (Ep. 2)Being a Seawolf goes beyond the rink. In the past 40 years, Seawolf hockey has had generations after generations of alumni all forming one big brotherhood. In this episode, David Vallieres, talks with Coach Shasby accompanied by fellow alum, Rick Ellison. Coach shares some updates about the 2022-2023 team’s first road trip of the season … Read More Read More2022-12-1521 minThe Pack Is Back PodcastIntroducing The Pack is Back Podcast (Ep. 1)What’s up Sea Wolves fans and welcome to The Pack is Back Podcast, hosted by alumni, David Vallieres! In this inaugural episode, David talks with Matt Shasby, the Seawolves head coach, to talk about the trials and tribulations of stepping into this role and rebuilding the Seawolves program. As the season kicks off, we get … Read More Read More2022-12-1527 minYour Financial Plan-ItNavigating The Holidays With Sarah Zvekan, Alex Burns and Jordann AndrusiakSummary:The holidays are an exciting time of the year. Maybe you enjoy; spending time with friends and family, enjoying delicious food, or shopping for those best gifts.In this episode, the team at Synergy Capital Solutions share some of their family traditions during the holidays and what they think about as they go through the holidays. Members of Synergy Capital Solutions discuss:● The must-haves during the holidays● Favorite holiday foods to have with guests● The best gifts to be received or given● Where they shop for the best deals● How to...2022-12-0235 minYour Financial Plan-ItIdentifying Cybersecurity Threats With Sarah KhanSummary:Staying up to date on phishing and vishing scams, malware, ransomware, and other computer threats is absolutely necessary to keep your finances and identity safe.In this episode, David Vallieres talks with Sarah Khan, a chief information security officer at Hightower Advisor LLC, to discuss cybersecurity. Sarah dives into what cyber security is, the different types of cyber fraud to look out for, and shares some essential tips for keeping yourself safe online.Sarah discusses:● What cyber fraud is, and the different techniques scammers are currently using to compromise security for fi...2022-11-1124 minYour Financial Plan-It2022 Q4 Market Update With Mark Burns and Eric NahatSummary:Are we currently in a recession or are we headed towards a recession? Because of the economic cycles and changes, there are always times where the market goes through good and bad periods, that’s one of the reasons why you need to be a long-term investor.In this episode, David Vallieres talks with Mark Burns and Eric Nahat from Synergy Capital Solutions to discuss the fourth quarter market update and what trends they have noticed over the past couple of months. Mark and Eric discuss:● Why your economic outlook should ma...2022-10-0732 minYour Financial Plan-ItPlanning For The Costs of College With Sarah ZvekanSummary:According to CNBC, a college education is now the second largest expense that an individual is going to make in a lifetime. With college costs increasing, more families know they have to have a plan to pay for college than ever before.In this episode, David Vallieres talks with Sarah Zvekan, to explain how parents can begin to plan for the costs of college. She also shares some tips for navigating this expensive event in a cost-efficient manner. Sarah discusses:● The value in allowing your kids to contribute to their college...2022-09-1619 minYour Financial Plan-ItControlling Your Budget and Spending With Alex Burns, CFP®Summary:It is vital to control your finances with all the uncertainty in the markets.In this episode, David Vallieres talks with Alex Burns, an advisor at Synergy Capital Solutions. Alex explains the importance of controlling your spending and details how your savings should be organized for the short, medium, and long term.Alex discusses:● What can be truly controlled by investors● The three-step process of saving● Why time in the market is better than timing the market● And moreConnect With Alex Burns:● Linked...2022-08-1918 minYour Financial Plan-It2022 Q2 Market Update With Eric NahatSummary: It can help to focus on logic and long term planning since the markets are constantly changing.In this episode, David Vallieres talks with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions about the second quarter of 2022. They discuss the possible economic indicators and their impacts on the economy, while explaining their market projections in the face of a possible recession in the short term.Eric discusses:● How GDP numbers for the first quarter shocked to the downside● Five ways the odds of a recession...2022-07-0825 minYour Financial Plan-ItThe Growing Business of Insurance with Dr. Jeffrey Allen, CFP®When it comes to financial planning, insurance is a necessary evil in planning for your future. In this episode, David Vallieres chats once more with Dr. Jeffrey Allen, CFP®, on insurance and risk management within financial planning while discussing options for long term coverage.Dr. Jeffrey discusses:● How he mitigates risk for his clients● The different types of insurance● Long term care insurance options● And moreConnect with David Vallieres:● David Vallieres● Synergy Capital Solutions● Email at: hello@synergycapitalsolutions.comAbout Our Guest:Dr. Jeffrey Allen...2022-06-1723 minYour Financial Plan-ItIntegrating Social Security Into Your Planning Process With Dr. Jeffrey Allen, CFP®Having a solid understanding of Social Security is vital to supporting a successful wealth strategy. It helps to have a clear picture of when to start collecting and how much you will be receiving to maximize your benefits and retirement.In this episode of Your Financial Plan-It, David Vallieres chats with Dr. Jeffrey Allen, CFP®, to discuss the importance of your Social Security and the benefits to integrating it into your retirement plan.Dr. Jeffrey discusses:● A definition of Social Security● The benefits of Social Security● What are survivor benefits and how it wo...2022-05-2721 minYour Financial Plan-It2022 Q1 Market Update With Eric NahatThere is always going to be uncertainty in the market with all the moving parts, not only within the economy but equities and fixed income.In this episode, David Vallieres chats with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions to provide you with a 2022 quarter one market update. They also share what could lie ahead in the market for the next quarter.Eric discusses:● A quick recap of what’s been happening in the market this year● What he is seeing ahead for equities and why divers...2022-04-2915 min
Becoming A Household NameHow to Deal with Family and Friends Who Don’t Support Your WritingHey, I want to start with a few shout outs to some new listeners. JME Bell, thank you for the support and kind words. I hope you find an ever-increasing audience for your book, Vas Solaris - Expedition Hope. To all of you listening, if you’re into speculative sci-fi, check out a link to her work here in the show notes. I also want to thank Aimee Louise for the encouraging note last week. Came at a low moment for me, and those kindnesses go such a long way. If you want some great book reviews, che...2022-04-1325 minYour Financial Plan-ItFinancial Concerns Changing with Age with Norton SternPart of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns. Your market advisor should be able to identify those concerns and create a plan of action based on that information.In this episode, David Vallieres talks to Norton Stern, advisor at Synergy Capital Solutions to discuss the financial setbacks he’s seen within his career and how he was able to manage them. Plus, how his financial outlook has changed as he aged.David and Norton discuss:...2022-02-1122 minYour Financial Plan-ItA Look Back on 2021 and Forward to 2022 with Eric Nahat2021 was a year with a lot of ups and downs. COVID-19 affected day-to-day life and many financial decisions. But, even though 2021 was unpredictable, 2022 is right around the corner with new economic predictions and opportunities.In this episode, David Vallieres is joined by Eric Nahat, director of the investment committee at Synergy Capital Solutions, to discuss a market wrap-up of 2021, and what to expect in 2022. David and Eric discuss:● What’s next for the economy● Stocks and equities in 2021 and what to expect in 2022● 2021’s fixed income and bonds, and...2021-12-3114 minYour Financial Plan-ItThe Ready, Aim, Fire Mindset of Insurance PlanningWhen it comes to insurance, it’s best to think of planning as “ready, fire, aim”, vs. “ready, aim, fire”. In this episode, David Vallieres speaks with colleagues Mark Burns and Norton Stern about the moving parts of life insurance and long term care annuities. They break down the changing structure of insurance over the years and the planning it takes to find the right fit.In this episode, you will learn:How the world of insurance and long term care has changedWhy insurance companies are raising premiums as they gain experienceHow annuities are viewed thro...2021-12-1028 minYour Financial Plan-ItAre ESGs the New Way to Make Investment Decisions? with Jeff Allen and Eric NahatMore and more investors are making decisions based on non-financial factors. These factors may have an even larger impact on your investments than the finances.In this episode, David Vallieres is joined by Jeff Allen, director of planning solutions, and Eric Nahat, advisor and director of the investment committee at Synergy Capital Solutions. David, Jeff and Eric discuss why ESGs are becoming so popular, take a look into the history of ESGs, and discuss where they think they may be going in the future.They also share why you may want to consider a company’s...2021-11-2612 min
God's Lemonade StandPractices to Encourage FaithPractices that encourage faith. Our hosts David and Brianna chat with Mitchell Hagan and Jordan Vallieres. As we see God work in the small things, it builds our faith to believe on Him to work in the big areas of our life. Jordan and Mitchell share where they saw God come in clutch as well as some barriers that keep us from growing in our faith. Come to God with the faith that you have, even if it's small, and He will bless and use you.2021-11-1318 minYour Financial Plan-ItWomen and Wealth: How DEI Leads to Profitability with Leslie DavisIn addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable.In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF aim to achieve their common goal of helping women and other minorities thrive in the legal profession and beyond. Leslie discusses:● How you can tap into NAMWOLF’s country-wide network of first rate law firms● NAMWOLF’s comprehensive vetting p...2021-11-1220 minYour Financial Plan-ItEpisode 4 - Real Stories of How Estate Planning Helps Families – With Norton SternHave you ever heard estate planning success stories?In this episode, David Vallieres is joined again by Norton Stern to share stories of how estate planning has added value to family’s lives and addressed their biggest concerns. In this episode, you will learn:Reasons to work with a fiduciary advisorThe pros and cons of having an institutional vs. known trustee Stories of estate planning successesHow often to review your trustTune in now to hear estate planning successes!Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offe...2021-10-2221 minYour Financial Plan-ItEpisode 5 - Considerations for Estate Planning — with Mark and Alex BurnsOne of the more intricate aspects of estate planning is wealth transfer. But what really is wealth transfer and how does it work? In this episode of Your Financial-Plan It, David Vallieres is joined again by Mark and Alex Burns to take a deep dive into estate planning and a deeper dive into wealth transfer.In this episode, you will learn:What estate planning is and the goals of wealth transferThe two key areas of focus for Synergy Capital Solutions when it comes to wealth transfer Why it’s important to review estate plans regu...2021-10-1517 minYour Financial Plan-ItEconomic Trends and Market Updates for 2021 - Q4 and Beyond with Eric NahatIf you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you!In this episode, David Vallieres and Eric Nahat provide key performance statistics for the markets in the first 3 quarters of 2021 and share insights into what investors should expect in 2021-Q4 and beyond. David and Eric discuss:● How the Delta Variant and supply chain pressures are affecting the global economy● The potential impact of Federal Reserve's “tapering” on inflation● Why international investors should be careful of China’s highly leverage...2021-10-0116 minYour Financial Plan-ItWomen and Wealth: What is NAMWOLF and how can it benefit you? With Jordann AndrusiakAt Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion.As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession.In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership with NAMWOLF.David and Jordann discuss:● NAMWOLF’s core mission and vision● How you can easily become a member of NAMWOLF2021-09-1712 minYour Financial Plan-ItEpisode 7 – Answering Your Frequently Asked QuestionsWhen it comes to your finances, it is inevitable that you will have questions. Likely, your questions are common, and we’ve got the answers you’re looking for. David Vallieres is joined by Jordann Andrusiak, Norton Stern, and Jeff Allen to answer your frequently asked questions about financial planning, In this episode, you will learn:Whether you should focus on investing or paying down debtsSome tips for saving for retirementThe difference between various education savings plansWhy it’s important for your family to be involved in financial planningAnd more!From short and long...2021-08-1936 minYour Financial Plan-ItEpisode 8 – Investing 101: Back to BasicsWhen it comes to your investments, knowing the terms and phrases that your advisor is talking about can be very helpful.David Vallieres is joined by Eric Nahat as they go back to basics with investment terms. Whether your investment knowledge is general or advanced, David and Eric are here to answer your questions. In this episode, you will learn:Key investing phrases and termsMany different kinds of stocks available Various investment terms, what they mean and how they workAnd more!Tune in to learn valuable information and language about investments!...2021-08-0630 minYour Financial Plan-ItWomen and Wealth: Planning for Retirement — Part Two With Margie, Pat, and MarlaWhile preparing for retirement, it’s important to involve your heirs in the financial planning process.In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They also candidly discuss their biggest financial wins and how they achieved them.The guests discuss:● Financial planning tips they wish they had known earlier in life● The financial freedom you achieve after working with an advisor2021-07-1624 minYour Financial Plan-ItEconomic Trends, Market Updates, and Future Outlook With Eric NahatWith a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward?In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity markets and fixed income assets, and provide an economic outlook for the later half of 2021 and beyond.David and Eric discuss:● Industry sectors that have experienced the maximum rebound in consumer spending● Why we are seeing a shift towards value-oriented companies● The impact of anticipated inflation and interest rate changes on fixed income markets2021-07-0915 minYour Financial Plan-ItWomen and Wealth: Planning for Retirement With Margie, Pat, and MarlaA lot of women often rely heavily on their spouse to take care of the finances. Remember, doing so can significantly affect you at a later stage in your life.In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak are joined by Margie, Pat, and Marla, all of whom are in the retirement phase of their lives. They discuss the importance of taking hold of your finances and developing financial literacy early on in life.The guests discuss:● How they navigated their financial complexities during the death o...2021-06-2418 min
Le Balado de Ciné-BullesHors-série REGARD 2021 | Guillaume Collin (46e épisode, 6 juin 2021)Guillaume Collin discute de son film Babatoura avec Marie Claude Mirandette
Coordination et réalisation : Éric Perron
Assistance technique à la postproduction : Allen Vallières
Thème musical : Georges Dimitrov
Musiques (ArtList) : Passion (Veaceslav Draganov); Dance in the Light (The David Roy)
Production : Association des cinémas parallèles du Québec et REGARD – Festival international du court métrage au Saguenay
Abonnement à la revue Ciné-Bulles : www.sodep.qc.ca2021-06-0623 minYour Financial Plan-ItWomen and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and HannahWelcome to part 2 of our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.In part two of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share what they wish they could’ve told their younger selves regarding finances.You will learn:● How to balance your finances based on your priorities● How being concentrated now can help you make better decisions when you’re olde...2021-05-2830 minYour Financial Plan-ItWomen and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and HannahWelcome to our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.In part one of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share the major expenses they are facing, how they deal with them, and steps they are taking to secure their financial future.You will learn:● Why certain major financial decisions might keep you up at night if you haven’t planned...2021-05-1425 minYour Financial Plan-ItHow To Minimize the Drastic Impact of Proposed Tax Changes – With Richard SchlossAlthough the proposed tax legislation is subject to changes, you can still take some measures now to be better prepared for when changes are actually happening.In part two of this series about expected tax changes, join David Vallieres, Jordann Andrusiak, and returning guest Richard Schloss, as they dive deeper into how the new tax proposal may affect your income, estate, and gift taxes. They also discuss strategies to help you optimize your wealth transfer to future generations.You will learn:● The time period when the proposal is most likely to be passed● ...2021-04-3030 minYour Financial Plan-ItExpected Changes in Estate Planning & Income Taxes – With Richard SchlossAccording to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward.But you can take advantage of them while they last.In this episode, David Vallieres and Jordann Andrusiak talk to Richard Schloss, member at Dawda, Mann, Mulcahy & Sadler, PLC. Join them as they explore the expected tax law changes and discuss the impact on estate planning, trust administration and income tax planning.You will learn:● How drastic reductions in estate and gift tax exemptions may affect your financial plan● The likelihood o...2021-04-1630 minYour Financial Plan-ItSecond Quarter 2021 Update - Economic & Market OutlookAn unprecedented fiscal stimulus and the rollout of vaccinations has led to the resurgence of economic activity through COVID-19.In this episode, David Vallieres and Eric Nahat discuss the anticipated trends in consumer spending, equity markets and fixed income assets. They also explore strategies to reduce your exposure to short-term market changes and help you lay out a comprehensive long-term plan.You will learn:How changes in the 10-year treasury yield affect the equity marketsWhat we mean by “duration” – and how it affects fixed income investmentsExpected economic growth in 2021 and beyondTips to create a well-b...2021-04-0221 minYour Financial Plan-ItFlorida Domicile from a Financial Planning Standpoint – Part 2While one of the advantages of living in Florida is the lack of an individual state income tax, that’s not the only benefit it provides to its residents!In the second part of the Florida Domicile series, David Vallieres is joined by Michael Witzke, chair of McDonald Hopkins Estate Planning and Probate Group, and Amanda Dorio, managing attorney at The Dorio Law Firm, PLLC. Together, they dive deep into the asset protection and property tax benefits in Florida and discuss how it can have a significant impact on your financial plan.You will learn:...2021-03-2222 minYour Financial Plan-ItFlorida Domicile From a Financial Planning StandpointPeople often consider moving to a different state, whether it’s for a job change, for better weather or simply to live a comfortable life after retirement.And one of the states in hot demand right now is – Florida!In this episode, David Vallieres is joined by Mark Burns, CEO at Synergy Capital Solutions. They discuss why so many people are moving to Florida, not just for the warm weather and the social lifestyle, but also for various tax benefits and a better asset protection offered by the state.You will learn:The...2021-03-0525 minYour Financial Plan-ItThe Synergy Between Financial Planners and Tax Advisors – With Dennis WolginThe responsibilities of a tax advisor are no longer limited to a simple income tax return. It’s about consistently making informed decisions throughout the year to optimize your tax picture.In this episode, David Vallieres is joined by Jordann Andrusiak, and guest Dennis Wolgin, tax consultant at Schlaupitz Madhavan, P.C. Join them as they discuss how financial planners can effectively collaborate with tax advisors to provide greater value to their clients, as the tax filing season approaches.In this episode, you will learn:How Synergy Capital Solutions works closely with tax experts to...2021-02-1925 minYour Financial Plan-ItHow Can You Prepare for 2020 Taxes?Tax Day for your 2020 taxes has returned to April 15th this year, after a year of shifted deadlines and uncertainty with COVID-19. Are you prepared for this tax season? What will be different when it comes to filing your 2020 taxes?In this episode, David Vallieres is joined by Alex Burns, John McCarron, and Lisa Inman to discuss 2020 taxes and how you can prepare for this upcoming tax season. In this episode, you will learn:Ways you can begin to prepare for the 2020 tax seasonHow the CARES Act will impact your 2020 taxesWhether you should be m...2021-02-0521 minYour Financial Plan-ItThe Synergy Between Advisors and Lawyers – With Matthew CaplanFinancial advisors, tax advisors, estate attorneys – there are just so many people you may have to deal with when developing a holistic plan for your finances.Wouldn’t it be so much better if they could collaborate with each other?In this episode, David Vallieres, Jordann Andrusiak and Norton Stern from Synergy Capital Solutions are joined by Matt Caplan from Dawn Divorce Attorneys for Women. They discuss how advisors can work closely with attorneys and other professionals to better serve their clients.In this episode, you will learn:The importance of having a so...2021-01-2235 minYour Financial Plan-ItWhat 2021 Entails for the Financial MarketsAfter the stock market peaked at the end of 2020, the investing momentum has continued into this new year!So, are you ready to kickstart 2021? Do you have a robust plan in place?In this episode, David Vallieres is joined by his fellow investment committee members at Synergy Capital Solutions, Jordann Andrusiak and Eric Nahat. They discuss the key market trends you can expect over the coming months, and how you can adjust your plan to fully harness the opportunities that 2021 has to offer!In this episode, you will learn:The expected recovery...2021-01-1220 minYour Financial Plan-ItWho is the Captain of Your Ship?Do you know who the person is that is navigating your team to success? In this episode, David Vallieres speaks with Jordann Andrusiak, Bill Brown and Norton Stern as they discuss how they take on the primary responsibility as the quarterback calling the shots. They discuss the systematic process of leading advisors and professionals to achieve the clients’ goals.In this episode, you will learn:What it means to collaborate with other professionals to get the best results for your clientsHow we work and collaborate with other advisorsHow we take the lead to overcome cha...2021-01-0826 minYour Financial Plan-ItCreating a Proactive Financial Plan for 2021With market highs in February, a severe drop in March and now a great recovery again in November – 2020 has seen some extremely volatile market behavior. As it is coming to an end, it is important to plan for the future!In this episode, David Vallieres is joined by colleague Mark Burns to discuss how COVID and the recent elections have affected the market. They provide several meaningful insights into how you can proactively adjust your financial plan to the anticipated future changes in 2021.In this episode, you will learn:The key transition periods during 2020 an...2020-12-1126 minYour Financial Plan-ItThe 2020 Election vs. the MarketHow will the markets prevail through the fallout from the 2020 presidential election?In this episode, David Vallieres and Eric Nahat discuss the impact this historic election and results have had on the market. David and Eric dig through the noise and talk about what they have seen over the past week of dissension from a market perspective.In this episode, you will learn:How the noise and lawsuits around this election may affect the marketWhy a divided government historically has had a positive effect on the marketWhy this can be an emotional time for...2020-11-1318 minYour Financial Plan-ItEpisode 11 - Staying Connected as a TeamCollaboration and teamwork are what sets Synergy Capital Solutions apart. In this episode, David Vallieres speaks with team members Norton Stern, Mark Burns and Jordann Andrusiak to provide a picture of the people who work together on behalf of the Synergy Capital Solutions client experience.In this episode, you will learn:How Mark and Norton brought their businesses together to create Synergy Capital SolutionsHow Synergy Capital Solutions works to serve their advisors and relationship managersHow the clients benefit from having a collaborative team approachAnd more!Tune in to learn more on...2020-10-0119 minYour Financial Plan-ItEpisode 10 - Taking the Next Steps in Business — with Guest Daniel AlfredsonIs it time to make a change in your professional or business life? David Vallieres is joined by Daniel Alfredson, Vice President of Client Services at Synergy Capital Solutions to discuss the tough questions that need to be answered when starting, expanding or exiting your businessIn this episode, you will learn:The types of businesses that Synergy Capital Solutions works withWhat questions you need to ask yourself before starting your businessHow the Synergy team can help with your exit strategyAnd more!Tune in to learn valuable information about starting your own, e...2020-09-1614 minYour Financial Plan-ItEpisode 9 – The Trusted TeamWhen it comes to your finances, it takes a team to drive the ship. At Synergy Capital Solutions, we’ve built a team that has the answers to your questions and your best interest in mind. In this episode, David Vallieres is joined by Norton Stern, Anne Iwasko, Lisa Inman and Jeff Royse as he introduces to you the team behind the scenes that are committed to helping you create your financial plan.In this episode, you will learn:The role the service team plays in the office functionsHow Synergy Capital Solutions creates a seam...2020-09-0223 minYour Financial Plan-ItEpisode 6 - A Deep Dive into Special Needs Trusts – With Bill BrownA special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life.In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, and to discuss special needs trusts with a very special personal story.In this episode, you will learn:What a special needs trust is and who it helpsThe benefits and potential drawbacks of this type of trustThe different types...2020-07-0819 minYour Financial Plan-ItSpecial Market Update 10 - Analyzing the Economy Amidst COVID-19 – With Guests Mark Burns and Eric NahatIt’s no secret that COVID-19 caused some big drops in the market, but recently, the rates seem to be picking up.In this special market update episode of Your Financial-Plan It, David Vallieres is joined by Mark Burns and Eric Nahat to discuss and update you on several market aspects that have been impacted by the pandemic. In this episode, you will learn:How the downward economic trends impacted markets, bonds, and investments How fiscal government policies supported financial re-opening How financial plans and emergency funds can ease the recovery process Some predictions for a...2020-06-1918 minYour Financial Plan-ItSpecial Market Update 9 - Constructing a Well-Versed Financial PlanIn this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan. Tune in now to learn how Synergy Capital Solutions takes the time to do the research to find the best possible solutions for their clients.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.2020-06-0517 minYour Financial Plan-ItSpecial Market Update 8 - Introduction to Estate PlanningIn this special episode, David Vallieres is joined again by Jordann Andrusiak, and John McCarron team members at Synergy Capital Solutions. John splits his time between playing professional hockey and his financial career, currently studying for his CFP. Today the team is taking the time to provide some explanation about some very important financial documents. Tune in now to learn how to you can ensure your wishes for your assets are adhered to incase the worst should happen.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FI...2020-06-0113 minYour Financial Plan-ItSpecial Market Update 7 - Advanced Financial PlanningIn this special episode, David Vallieres is joined by Bill Brown, a partner at Synergy Capital Solutions who also happens to be a member of the Synergy Investment Committee. Today Bill shares insights on who might be good candidates for advanced financial planning, and how to protect wealth in multi-generational families.Tune in now to learn more about advanced planning to see how you can ensure your wealth is shared for years to come.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.2020-05-2313 minYour Financial Plan-ItSpecial Market Update 6 - Is There a Gap Between the Market and the Economy?In this special episode, David Vallieres is joined again by Jordann Andrusiak, and Eric Nahat team members of Synergy Capital Solutions. Today they are discussing the apparent gap between the US economy and the stock market, and explaining its disconnect. Also, they will provide some insight into what the Synergy Investment Committee is currently working on and what they are seeing for the future of the market.Tune in now to be kept up to date and don’t focus too much on the short term, the markets will survive beyond COVID-19.Hightower Advisors, LLC is...2020-05-1610 minYour Financial Plan-ItEpisode 3 - COVID-19 And The Markets: A New Perspective – With Norton E. SternThe coronavirus pandemic is a unique crisis not only to the medical community but also to the investment community.But this isn’t the first time an unexpected event has rocked the investment world. To help put the current pandemic into perspective, David Vallieres is joined by Norton E. Stern for today’s insight-filled episode. With 50 years of investment experience, Norton shares his experience with past market events and how he’s helped guide investors through the unexpected.In this episode, you’ll learn:How a plan can help you overcome uncertaintyHow past event...2020-05-0620 minYour Financial Plan-ItSpecial Market Update 5 - COVID-19In this special episode, David Vallieres and returning guest Mark Burns, lead portfolio manager from Synergy Capital Solutions, to share updates on how consumer spending or lack thereof is affecting the markets due to the restrictions imposed because of the COVID-19 situation. From stocks and bonds to groceries, everything is being reassessed and the consumer is deciding what is most important in their life.Tune in now to learn to hear how great companies are adapting to the new way of commerce.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through...2020-05-0111 minYour Financial Plan-ItSpecial Market Update 4 - COVID-19In this special episode, David Vallieres is joined by the portfolio team at Synergy Capital Solutions, Mark Burns and Eric Nahat. They are talking today about how COVID 19 has impacted the economy detailing some of the different ways the consumer is shopping and the creative ways businesses are adapting to that. Also on how finding a COVID 19 vaccine may impact a potential recovery scenario. Tune in now to learn how to start preparing for what the new norm may be.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC...2020-05-0109 minYour Financial Plan-ItEpisode 2 - COVID-19 and the Importance of Emergency Funds – With Dr. Jeff AllenCOVID-19 has impacted many areas of our lives: our health, our daily routines, and our finances. Today, David Vallieres is joined with Dr. Jeff Allen of Synergy Capital Solutions to discuss the coronavirus crisis, covering everything from social distancing to the different financial consequences of this global pandemic.In this episode, you will learn:Dr. Allen’s experience with COVID-19 and the importance of social distancing If warmer weather could decline the spread of COVID-19How an emergency fund could help during difficult times The importance of considering financial and estate planning And more!2020-04-2223 minYour Financial Plan-ItSpecial Market Update 3 - COVID-19In this special episode, David Vallieres is joined by Jordann Andrusiak, a team member of Synergy Capital Solutions and they are discussing the CAREs act recently passed by Congress and how it will affect the individual working person and retirees.Tune in now to learn how the government is helping individuals get through this time of self isolation.Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.2020-04-0916 minYour Financial Plan-ItEpisode 1 – Meet Your Host, David VallieresWelcome to the inaugural episode of Your Financial Plan-It Podcast! In this episode, you will meet your host, David Vallieres, chief operating officer at Synergy Capital Solutions. Get to know David as he shares his firm’s financial-planning philosophy, how his role as a youth hockey coach influences his work, and more. In this episode, you will learn:About Synergy’s mandate when helping families and businesses Who David Vallieres is: his leadership role, financial career, hockey, and family David’s best recommendation for clients, family, and friendsAnd more!Tune in now to the firs...2020-04-0819 minYour Financial Plan-ItSpecial Market Update 1 - Why Investors Are More Prepared for a Market Crash Than You Might ExpectIn this special episode, you will meet your host David Vallieres, chief operating officer, and guest, Mark Burns, the CEO and lead portfolio manager of Synergy Capital Solutions. Listen in as they talk about the current market, the coronavirus effects, and how they help their clients during these stressful times.In this episode, you will learn:How historical events have helped Synergy Capital Solutions prepare their clients for market fluctuationsWhy today’s investors are more prepared for a market crash than in the pastWhy the coronavirus is not the only thing that’s impacting the marketsWhy it i...2020-03-1714 min
Histoire de passer le tempsLes Guerres Médiques - Nègres blancs d'Amérique - La vie en roseÉpisode 9
Aujourd'hui, on discute des Guerres médiques entre Perses et Grecs avec Magalie Laguë-Maltais; David St-Denis Lisée souligne les 50 ans de la rédaction de Nègres blancs d'Amérique de Pierre Vallières; et on écoute Adèle Clapperton-Richard expliquer la notion du "privé est politique" selon La Vie en rose.2016-11-0400 min