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

Text graphic for an EMPOWHER financial workshop hosted by Michelle Hipskind, a commission-free fiduciary at SYM Financial Advisors—an independent firm with 55+ years of serving clients—featuring a portrait of Michelle.

How Much Do I Need to Retire?

July 6, 2023

Michelle Hipskind, CERTIFIED FINANCIAL PLANNER™ and overseer of the Empower Women’s Financial Education Program, discusses the question, “How much do I need to retire?” She emphasizes why there is no one-size-fits-all answer and that it depends on factors such as what the retiree wants their retirement to look like, what they can control, and what they cannot control. Other considerations include replacing cash flow, managing debt, accounting for taxes and healthcare expenses, dealing with inflation,

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Graphic for The Owner’s Corner podcast episode 15, featuring Maggie Browning and the SYM Financial Advisors logo for an independent, commission-free fiduciary with 55+ years of serving clients.

When Passion, Community, and Business Meet with Maggie Browning

June 27, 2023

Maggie Browning is the Franchise Partner of the Burn Boot Camp locations at Fishers and Zionsville, Indiana. Burn Boot Camp is a network of fitness facilities that envisions a world where women love themselves today and are inspired by who they’ll be tomorrow. Before working with Burn Boot Camp, Maggie worked as the Deltek Systems Analyst at Walker Consultants and the Project Administrator at McShane Construction Company. She holds a Bachelor of Science in Business

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Podcast graphic for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, titled EMPOWHER: Financial Prowess for Women, featuring commission-free fiduciary host Michelle Hipskind, CFP, and guest Carrie Minnich.

Unlocking the Mystery of Nonprofit Finances: Your Donations’ Impact Uncovered with Carrie Minnich

June 15, 2023

Carrie Minnich is a Partner at DWD CPAs & Advisors and is in-charge of the Nonprofit Services Team. She earned both a Bachelors degree in Financial Accounting (Cum laude) and a Master of Accountancy from Manchester College. Carrie has been with the firm since 2004 and has been a Director since 2017. She specializes in audits, reviews and compilations of financial Statements for nonprofit organizations. Michelle and Carrie discuss various aspects of non-profit organizations. They

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Executive Decisions, a podcast for business leaders by SYM Financial Advisors, featuring guest Jenée Velasquez for episode 19.

Blazing Trails and Giving Back with Jenée Velasquez

June 13, 2023

Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to philanthropy and community development. Velasquez began her professional journey as the Chief Executive Officer of Midland County’s Economic Development Corporation, Midland Tomorrow, where she played a pivotal role in driving economic growth and prosperity. Prior to that, she served as the Manager of Economic Development Services and the first Downtown Development Authority Coordinator in Midland.

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Podcast cover for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, featuring “Executive Decisions: A Podcast for Business Leaders,” episode 18 with guest Sarah Delahanty and a graphic of branching white arrows on a green background.

Ways to Maximize Your Executive Compensation and Benefits

June 6, 2023

In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, including determining what may be beneficial to exercise relating to stock options, selling or retaining restricted stock units, participating in employee stock purchase plans, and

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Michelle Hipskind, a commission-free fiduciary at SYM Financial Advisors, for the EMPOWHER podcast episode featuring financial prowess for women.

Inheriting Financial Relationships

June 1, 2023

In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment portfolios and being dissatisfied with their financial advisors. She notes that 70% of women who inherit responsibilities for an investment portfolio want to switch to someone they are more comfortable with. Michelle provides five important questions to ask a financial advisor to ensure transparency and to guarantee that the advisor is acting as a fiduciary.

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