What if the financial advisor you trust isn't recommending every option that could help you build wealth?

In this episode, Amy Sylvis welcomes financial planner Cathy Zhang to discuss what you should know before hiring someone to manage your money. Cathy breaks down the qualifications, fiduciary responsibilities, and different fee structures that can influence an advisor's recommendations, helping you understand what you're actually paying for.

From commission-based advice and hidden conflicts of interest to comprehensive financial planning and investment strategies, Amy and Cathy explore how to find an advisor who truly understands your goals. They also share practical questions to ask, what to look for beyond credentials, and why the right financial relationship should involve more than an annual investment report.

Connect with Cathy Zhang:

Website: https://www.easysundayfp.com/

LinkedIn: https://www.linkedin.com/in/cathyzhang

Connect with Amy Sylvis:

https://www.linkedin.com/in/amysylvis/

Contact Us:

https://www.sylviscapital.com

https://www.sylviscapital.com/webinar

info@sylviscapital.com

00:00 Five Things to Look for When Choosing a Financial Advisor

10:37 What Financial Advisor Credentials Really Tell You

12:30 Fee-Only, Fee-Based, and Commission-Based Advisors Explained

18:32 Does Fiduciary Duty Guarantee Your Best Interests Come First?

20:52 Should Your Financial Advisor Be Beating the Market?

23:31 Why Some Financial Advisors Don't Recommend Certain Investments

27:45 How Much Are You Really Paying Your Financial Advisor?

30:09 Financial Planning Goes Beyond Managing Investments

34:39 The Most Overlooked Quality in a Financial Advisor

DISCLAIMERS: Any information or advice available on this channel is intended for educational and general guidance only. Amy Sylvis and Sylvis Capital, LLC shall not be liable for any direct, incidental, consequential, indirect, or punitive damages arising out of access to or use of any of the content available on this channel. Consult a financial advisor or other wealth management professional before you make investments of any kind.

Although Amy Sylvis and her affiliates take all reasonable care to ensure that the contents of this channel are accurate and up-to-date, all information contained on it is provided 'as is.'

Amy Sylvis makes no warranties or representations of any kind concerning the accuracy or suitability of the information contained on this channel.

Any links to other websites are provided only as a convenience and Sylvis Capital, LLC encourages you to read the privacy statements of any third-party websites.

All comments will be reviewed by the Sylvis Capital staff and may be deleted if deemed inappropriate. Comments which are off-topic, offensive or promotional will not be posted. The comments/posts are from members of the public and do not necessarily reflect the views of Amy Sylvis and her affiliates.

What if the symptoms you've been blaming on stress or aging are actually signs of perimenopause?

In this episode, Amy Sylvis sits down with Dr. Jill Crosson to discuss the often-overlooked effects of perimenopause and menopause on women's health. From anxiety and disrupted sleep to joint pain and changes in metabolism, Dr. Crosson explains why these symptoms are frequently misunderstood and how gaps in medical education have affected women's access to care.

They revisit the Women's Health Initiative and its impact on hormone therapy, explore the roles of estrogen, progesterone, and testosterone, and discuss how hormone changes affect long-term health. Dr. Crosson also shares insights on vaginal estrogen, nutrition, and strength training to help women make more informed decisions about their health.

Connect with Dr. Jill Crosson:

Website: https://allinprecisionwellness.com/

Instagram: https://www.instagram.com/allinprecisionwellnesspa/
Tiktok: https://www.tiktok.com/@allinprecisionwel

Resources:

Estrogen Matters (Book): https://a.co/d/0hmJeZvg

Connect with Amy Sylvis:

https://www.linkedin.com/in/amysylvis/

Contact Us:

https://www.sylviscapital.com

https://www.sylviscapital.com/webinar

info@sylviscapital.com

00:00 Why Perimenopause Symptoms Are So Easily Missed

06:43 What Perimenopause and Menopause Actually Mean

08:14 Why So Many Doctors Aren't Prepared to Treat Menopause

12:16 How One Study Changed Hormone Therapy for a Generation

15:13 Rethinking Estrogen and the Benefits of Hormone Therapy

17:18 Why Hormone Testing Can Be Confusing During Perimenopause

21:34 How Estrogen Affects More Than Reproductive Health

25:15 The Mental Health Risks Women Need to Know About

27:15 Understanding Progesterone and Testosterone in Women

32:32 Vaginal Estrogen, UTI Prevention, and Protecting Women's Health

36:45 Why Nutrition and Strength Training Matter During Menopause

What if one of the biggest obstacles to building wealth is not knowing the rules of the financial system you're playing in?

In this solo episode, Amy Sylvis explores some of the major ideas presented in G. Edward Griffin's The Creature from Jekyll Island and why she believes understanding the monetary system is an important part of protecting and growing wealth.

Amy walks through the book's account of the creation of the Federal Reserve, how money and debt interact within the financial system, and why inflation affects more than just the prices we see at the store. She also discusses the concept of moral hazard, what happens when financial institutions take risks but taxpayers absorb losses, and why declining purchasing power can quietly affect wages and savings over time.

Most importantly, Amy brings the conversation back to what individuals can control. If wages and savings lose purchasing power over time, what other options exist? She explains why understanding assets, cash flow, and financial education can help people make more informed decisions about building wealth and creating greater freedom in their lives.

Connect with Amy Sylvis:
https://www.linkedin.com/in/amysylvis/

The Creature from Jekyll Island: A Second Look at the Federal Reserve: https://a.co/d/04tegq54

Contact Us:

https://www.sylviscapital.com

https://www.sylviscapital.com/webinar

info@sylviscapital.com

00:00 Why "The Creature From Jekyll Island" Matters to Your Wealth

03:50 Are You Playing the Money Game Without Knowing the Rules?

05:23 How the Federal Reserve Began

08:10 How Does a Dollar Actually Come Into Existence?

12:15 Money Is Debt

14:08 Why Inflation Is More Than Rising Prices

17:42 When Banks Take the Profits but Taxpayers Take the Losses

22:12 What Inflation Can Quietly Do to Your Paycheck and Savings

24:47 Why Owning Assets Can Change the Wealth Equation

DISCLAIMERS: Any information or advice available on this channel is intended for educational and general guidance only. Amy Sylvis and Sylvis Capital, LLC shall not be liable for any direct, incidental, consequential, indirect, or punitive damages arising out of access to or use of any of the content available on this channel. Consult a financial advisor or other wealth management professional before you make investments of any kind.

Although Amy Sylvis and her affiliates take all reasonable care to ensure that the contents of this channel are accurate and up-to-date, all information contained on it is provided 'as is.'

Amy Sylvis makes no warranties or representations of any kind concerning the accuracy or suitability of the information contained on this channel.

Any links to other websites are provided only as a convenience and Sylvis Capital, LLC encourages you to read the privacy statements of any third-party websites.

All comments will be reviewed by the Sylvis Capital staff and may be deleted if deemed inappropriate. Comments which are off-topic, offensive or promotional will not be posted. The comments/posts are from members of the public and do not necessarily reflect the views of Amy Sylvis and her affiliates.