
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 exper... more
| Publishes | Twice monthly | Episodes | 6 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||

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 perso... more
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 ... more
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 ind... more
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.
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 epi... more
Please join Adam Lawrence, CPA, Associate Financial Advisor and host of the Simplify Your Financial Life Podcast, and Mike Booker to discuss his journey from the founding of Financial Synergies, to his PGA golf career, the psychology of success, and ... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #241 |










Listeners, social reach, demographics and more for this podcast.
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this podcast launched 3 years ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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