SYM Financial Advisors Podcast

Podcast by SYM Financial Advisors

Covid-19 & The Markets 03/05/2021

Covid-19 & The Markets SYM senior financial advisor Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of COVID-19 on the markets. This podcast answers questions such as: Where will the markets go in 2021 and beyond? What did COVID-19 do to the investment market? What did we learn about investing in a pandemic? What do I need to know for investing in 2021 and beyond? _____________________________________________________________ SYM Financial Advisors 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 /episode/index/show/symfinancial/id/18208064

Good Debt, Bad Debt - webinar 11/03/2020

Good Debt, Bad Debt - webinar This is a webinar for women about debt management and financial strategies for managing debt. This conversion answers questions such as: Should I pay off my mortgage? What is debt consolidation? How does debt consolidation work? _____________ Sym Financial Advisors 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 /episode/index/show/symfinancial/id/16672451

Get a Grip on your business (webinar) 09/24/2020

Get a Grip on your business (webinar) Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times. ____________________ Sym Financial Advisors 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 /episode/index/show/symfinancial/id/16145777

Wealth Planning for Business Owners 09/23/2020

Wealth Planning for Business Owners SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners. Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability. /episode/index/show/symfinancial/id/16128998

Comprehensive Asset Management for Nonprofits 08/21/2020

Comprehensive Asset Management for Nonprofits SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM's services. /episode/index/show/symfinancial/id/15706187

Wealth Management for Corporate Executives 08/12/2020

Wealth Management for Corporate Executives SYM senior financial advisor and principal Sarah Delahanty discusses the unique needs of corporate executives in this podcast. Topics include stock options and grants, diversification, deferred compensation, and time management for executives. /episode/index/show/symfinancial/id/15586358

Employer-Sponsored Retirement Plans at SYM Financial Advisors 06/16/2020

Employer-Sponsored Retirement Plans at SYM Financial Advisors 401(k) plans and more for businesses who care about their employees. /episode/index/show/symfinancial/id/14847791

Investing and Financial Planning for Medical and Dental Professionals 06/09/2020

Investing and Financial Planning for Medical and Dental Professionals Join SYM principals Seth Whicker and Rick Harrison as they discuss financial investing and planning for the healthcare professional, the importance of working with a fiduciary advisor, and some advice on maximizing opportunities to make and grow wealth. /episode/index/show/symfinancial/id/14759069

COVID-19 and the Markets 04/23/2020

COVID-19 and the Markets This April 2020 podcast explores the coronavirus pandemic from the inside – literally. Observing proper social distancing protocol. SYM advisors Seth Whicker and Andy Popenfoose explore the economic conditions surrounding this time of uncertainty, including parts of the CARES Act and market responses. /episode/index/show/symfinancial/id/14118176

Webinar: The CARES Act for Business Owners 04/13/2020

Webinar: The CARES Act for Business Owners Sponsored by SYM Financial Advisors in cooperation with the Wells County Indiana Chamber of Commerce, Unpacking the CARES Act for Business Owners includes guidance from panelists: /episode/index/show/symfinancial/id/13973552

Webinar: Unpacking the CARES Act for Dental Professionals 04/13/2020

Webinar: Unpacking the CARES Act for Dental Professionals Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists: /episode/index/show/symfinancial/id/13973432

The Wealth of Life: It's more than money! (with Susan Turnbull) 10/29/2018

The Wealth of Life: It's more than money! (with Susan Turnbull) In celebration of SYM's 50th anniversary, speaker, author and coach Susan Turnbull spoke to a gathering of friends and community in four of our SYM communities. In this podcast, we're featuring the presentation in Winona Lake, Indiana. Listen as Susan redefines the word "legacy," taking it back from the grave, then treats the audience to a hands-on, invigorating exploration of the riches we can leave for our families, friends, communities, and the generations that will follow. To access the print materials /episode/index/show/symfinancial/id/13699856

Do you know where your money goes when you're gone? 08/28/2018

Do you know where your money goes when you're gone? Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance! /episode/index/show/symfinancial/id/13699862

The Other Talk: Talking to your kids about the rest of your life (a conversation with the author) 08/28/2018

The Other Talk: Talking to your kids about the rest of your life (a conversation with the author) Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of "The Other Talk" and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much used SYM planning resource. /episode/index/show/symfinancial/id/13699865

Roth IRAs for kids and grandkids 04/24/2018

Roth IRAs for kids and grandkids As parents and grandparents, we want to do all we can to lead our kids to a financially sound future. In this podcast Steve Yeager, Senior Vice President at SYM Financial Advisors, explains the process of using the Roth IRA in a unique way - to encourage, teach, and assist kids in saving for their retirement, as young as 12 or 13. Add the power of compound interest and this becomes an exciting opportunity for adults and teens alike. /episode/index/show/symfinancial/id/13699868

Paying to earn, paying to save - Understanding fees in the Employer-Sponsored Retirement Plan world 03/06/2018

Paying to earn, paying to save - Understanding fees in the Employer-Sponsored Retirement Plan world A few dollars here, a few dollars there - over the course of years and decades, these dollars add up. Still, most retirement investors - and retirement plan sponsors – have little or no idea how much of their retirement savings is lost each quarter to fees. Join Tom Ackmann, SYM Vice President and Qualified Plan Advisor, and Michelle Hipskind, Financial Advisor, for a succinct and sometimes surprising "inside look" at the workings of fee structures within retirement plans. In this podcast, Tom and Michel /episode/index/show/symfinancial/id/13699871

I'm responsible for WHAT? Understanding fiduciary roles in your company's retirement plan 02/13/2018

I'm responsible for WHAT? Understanding fiduciary roles in your company's retirement plan I'm responsible for WHAT? takes you behind the scenes of the legal obligations associated with caring for Americans' retirement monies. Understand what you, as a plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your plan structure to get the best for you and your employees. Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind for a short but eye-opening peek behind the curtains. What you learn may save your co /episode/index/show/symfinancial/id/13699874

Employer-Sponsored Retirement Plans - The awesome potential in plan design 01/24/2018

Employer-Sponsored Retirement Plans - The awesome potential in plan design Are you responsible for choosing a new retirement plan for your company? Are you responsible for evaluating your current one? SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind offer valuable insight into factors to consider so your plan fits your needs. From employee retention to maximizing owner benefits, tune in to this podcast hear straightforward advice designed to serve the best interest of you - the plan sponsor. Retirement plans can accomplis /episode/index/show/symfinancial/id/13699877

Part 2 - Planning In Advance Of Grief And Loss 09/28/2017

Part 2 - Planning In Advance Of Grief And Loss We continue the discussion of documenting your family financial information for the benefit of survivors when families experience death or incapacitating illness, with a step-by-step plan for creating a financial inventory in case of emergency. Download your financial inventory form at www.SYM.com. /episode/index/show/symfinancial/id/13699880

Part 1 - Planning In Advance Of Grief And Loss 09/28/2017

Part 1 - Planning In Advance Of Grief And Loss Who takes the lead in your financial relationships? Every family unit includes people with different areas of dominance in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. /episode/index/show/symfinancial/id/13699886

SYM Financial Advisors Podcast

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