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.
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.
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!
In this podcast, 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. Featuring Andy Popenfoose and Sarah Delahanty of SYM.
Who takes the lead in your financial relationships? Every family unit includes people with different areas of comfort 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. This podcast features SYM’s Andy Popenfoose and Sarah Delahanty.
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.
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