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
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
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
I’m Responsible for WHAT?” takes you behind the scenes of the legal obligations associated with caring for your company’s Retirement Plan. Understand what you, as a 401K plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your 401K 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
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
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
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
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
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
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(317) 848-2180
9100 Keystone Crossing #560,
Indianapolis, IN 46240
* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.
The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. 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.
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