From a Service Station Garage to Financial Advisory: Insights on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever
SYM Financial Advisors Podcast
Release Date: 09/12/2023
SYM Financial Advisors Podcast
In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life or an easy fix. The real key is to keep planning, stay informed, and work with advisors who understand your unique situation. We’ve seen people make decisions early in their careers that they regret later, so it’s all about making smart choices now and knowing your options. We also emphasize the importance of...
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In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conversation—about your goals, risks, and what’s best for your personal situation. We touch on recent changes from the Secure Act 2.0, which might impact how you contribute, especially if you’re over 50 or planning to use Roth options. It’s a...
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In today's episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call "Life 2.0"—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles with Operation Mobilization, where their skills in IT and science transformed projects and systems, helping the organization achieve excellence. They reflect on the importance of being intentional, crafting a plan, and seeking purpose beyond...
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In today's episode of the Owner's Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the episode, Scott emphasizes the significance of being prepared, taking risks, and surrounding oneself with...
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In this episode of the Owner's Corner podcast hosted by Seth Whicker, special guest Edward Hayes discusses the intricacies of the sign business and his journey as a business owner. The conversation delves into the importance of understanding client needs and maintaining a consistent brand message, as well as the diverse industries served by Hayes Design Co. Hayes shares his transition from a global sales career to entrepreneurship, highlighting the challenges and rewards of taking over Burkhart Signs amid the COVID-19 pandemic. He emphasizes the significance of company culture and the...
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In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20's to his transition into executive leadership roles. He emphasizes the importance of work ethic, persistence, and building relationships, sharing valuable insights from his experiences. Todd also discusses his post-executive life, engaging in mentorship, fundraising efforts for his community, and continuous...
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In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desire to help others. Her path led her to discover a quantum energy device that merged her technological background with her passion for healing. Through intuitive and compassionate work, Saghi assists clients in raising their vibrational energy levels...
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In today's episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship on his career, and the significance of lifelong learning in both personal and professional realms. Through anecdotes and advice, the conversation delves into the integration of personal interests with family life, highlighting the holistic...
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In this episode of the Owner's Corner podcast, host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a coaching practice. Gundy shares his journey from his first job mowing lawns to establishing a practice that serves individuals with developmental disabilities, leveraging his personal and professional experiences to build a successful business. He emphasizes the importance of aligning with state regulations, the challenges of service delivery, and the personal fulfillment derived from genuinely helping others. Looking ahead, Gundy aspires to...
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In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt, discussing factors like interest rates, refinancing, and the importance of seeking guidance from a mortgage professional. Through an insightful conversation and practical advice, this episode empowers people to make informed decisions about their finances and homeownership. About our guest, Tina Bennett: Tina Bennett is a seasoned professional with over 20 years of experience in the mortgage industry, currently serving as a Branch Manager and Senior Vice...
info_outlineDennis McKeever has a bachelor's degree in chemistry from the University of Pittsburgh along with a PhD in physical chemistry from the University of California, Irvine. Dennis retired from Dow Chemical after a thirty year career where he primarily served as a senior manager in Research and Development. However, he also had two business management experiences – first as the manager of the Chemicals business for Latin America and subsequently as the VP for the Polyolefins and Elastomers business unit for Dow North America. After retiring from Dow, he served for six years as the Chairman of the Board for SYM Financial and saw the company through a major strategic redirection and a subsequent leveraged buyout to the current principals. Following SYM, Dennis moved on to a large variety of positions in the biomedical sciences, including angel investing. Dive into the rich tapestry of Dennis McKeever's life - from service station garages in the '50s to boardrooms of major corporations. Through decades of risks, learning, and immense personal growth, Dennis shares the true measure of wealth, the balance of emotions, and the joy of traveling with loved ones. "I learned to be willing to take a risk on people, give them a break, but nurture them as much as you can along the way. Focus on investing in the success of your people." - Dennis McKeever This week on Executive Decisions:
- Dennis' first job.
- The importance of getting to know your customers.
- Pursuing a career change.
- The importance of mentors in your career.
- Taking risks and learning from mistakes.
- Transition from executive life to board and consulting role.
- The true measure of wealth.
Our Favorite Quotes:
- "It really doesn't matter how big the business is, the same basic principles of business management and management people are there no matter what the size. Get to know your customers and take good care of them" - Dennis McKeever
- "Pick yourself up and you learn from your mistakes, whether they be people mistakes, or investment mistakes, or the lack of the best of judgment in making a business decision. Learn from those mistakes, keep them in mind as you move forward." - Dennis McKeever
- "The true measure of a man's wealth is what he has left after you take all of his money away. So, treasure your family, treasure your friends, spend quality time with them. Doing this will be your enduring reward for a successful career, and a successful life. " - Dennis McKeever
Connect with Dennis McKeever:
- Email Dennis: ldennismckeever@gmail.com
- Connect on LinkedIn
About SYM Financial and Executive Decisions Podcast
Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes.
Email Sarah at sdelahanty@sym.com with questions, comments, and to schedule a one-on-one conversation.
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Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation ("SYM"). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.