SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Podcasts

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast cover art for Executive Decisions featuring a portrait of guest Dennis McKeever, a commission-free fiduciary at SYM Financial Advisors.

Insight on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever

September 12, 2023

Dennis 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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling man in a blazer above the text “The Owner’s Corner, Ep 16, Melissa Wolf,” presented by SYM Financial Advisors.

Navigating the Maze of Charitable Giving and Trusts with Melissa Wolf

August 22, 2023

Melissa Wolf, CPA joined Baden Gage & Schroeder, LLC in 2012 with over seven years of tax experience specializing in gift, trust and estate planning. She directs tax engagements for clients with personal income, fiduciary income and gift tax service needs. Melissa has extensive experience in assisting clients with the formulation of retirement and estate plans. Melissa joins me for a powerful conversation spanning various topics, from Melissa’s diverse journey to becoming a CPA, to

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A podcast graphic titled Executive Decisions featuring a portrait of Matt Stevens from SYM Financial Advisors, a commission-free fiduciary.

From Frogman to CEO: How Special Ops Skills Translate to Corporate Success with Matt Stevens

August 8, 2023

Matt Stevens transitioned from the U.S. Navy in July 2017 after serving for 26 years as a SEAL. He attended The Honor Foundation’s (THF) inaugural East Coast class in the Spring of 2016, joined the THF SOF Advisory Board in the Spring of 2017, and then joined THF’s Board of Directors in February 2018. Throughout his career, Matt served as a Special Operations Executive leading high-performing teams conducting our nation’s most sensitive operations, cultivating interagency

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: SYM Financial Advisors EMPOWHER podcast graphic featuring host Michelle Hipskind, CFP, and guest Erin Ehler, highlighting the perspective of a commission-free fiduciary.

Empowering Young Women: Life Lessons from Softball with Coach Erin Ehler

August 3, 2023

Meet Erin Ehler, head coach of the Huntington University Women’s Softball program. Listen in while she and Michelle talk about the challenges facing young women today and how we can empower them to be independent, confident and successful individuals. Erin speaks with experience having played college softball for a Division 1 program and earned the title of Miss Indiana Softball while in high school. Today, Erin coaches young women in the sport and in life

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Graphic for the EMPOWHER podcast hosted by Michelle Hipskind, featuring episode 5 guest Rickie Kohne of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Financial Wisdom Across Generations

July 20, 2023

Lessons Learned and Regrets Avoided with Rickie Kohne and Laura Murray In this episode we have an energetic conversation across two generations. Michelle is joined by mother and daughter Rickie Kohne and Laura Murray as they take a look into their personal experiences and insights on financial management. Laura and Rickie share the valuable lessons they learned from their parents, emphasizing the importance of living within their means and prioritizing savings.   Both women stress the need for open communication and trust

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast graphic titled “Executive Decisions: A Podcast for Business Leaders” from SYM Financial Advisors, featuring episode 20 guest Ed Mohr, an upward-trending arrow design, and a focus on commission-free fiduciary standards.

Balancing Growth and Experience with Ed Mohr

July 11, 2023

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, global mobility, benefits, health, wellness pensions, and 401 k plans globally. As a member of the Global Senior HR Leadership Team, he plays a

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