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Podcasts

A stylized cover image for "The Owner's Corner" podcast, episode 13 featuring HVAC business owner Reid Arnold. The background is composed of diagonal geometric shapes in green, teal, blue, and purple. The SYM Financial Advisors logo is at the bottom left corner.

Growing a One-Person HVAC Business with Reid Arnold

May 23, 2023

Reid Arnold is the owner of Arnold Mechanical LLC. Reid began his journey in the HVAC industry at the young age of 10 in his family’s small heating and air company. He became more involved in the family business and learned more about the trade as he got older until, at age 21, he started a career in law enforcement. In 2021, Reid left the police department and began providing heating, remodeling, electrical, and plumbing

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Podcast cover for "EmpowHer: Financial Prowess for Women" by SYM Financial Advisors. Text reads: "Hosted by Michelle Hipskind, CFP. EP1 Heidi Adair discussing probate problems." Featuring an image of a smiling woman with shoulder-length hair.

Navigating the Nightmare of Probate with Heidi Adair

May 18, 2023

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

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Podcast cover art for "The Owner's Corner" by SYM Financial Advisors. The design features overlapping geometric shapes in shades of green, blue, and purple. Text reads "EP14 Seth Whicker - Buy-Sell Agreement Insights" in the lower right corner. The SYM Financial Advisors logo is in the bottom left corner.

The Importance of Buy Sell Agreements

May 16, 2023

In this episode of the Owner’s Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having a Buy Sell agreement for any business owner. He explains that while a robust estate plan covers some aspects, a Buy Sell agreement outlines how other people may become owners within the company, how shares will be valued and transferred, and what will happen to shares in the event of a shareholder’s death or disability.

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Cover of "Executive Decisions: A Podcast for Business Leaders." The background is green with abstract white and gray designs. An upward-pointing arrow is highlighted. Text includes "EP17" and "David Floyd.

Embracing Change and Taking Risks With David Floyd

May 9, 2023

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations including OrthoWorx, Abbott Spine, and AxioMed Spine Corporation. He has a background in finance, marketing, and technology, and has helped develop transformational strategies and initiatives that have delivered accelerated

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Podcast cover art for "The Owner's Corner" by SYM Financial Advisors, featuring bold geometric shapes in shades of teal, blue, green, and pink. The text on the cover reads "EP12 Jill Young: Business Owner Systems" and displays the SYM Financial Advisors logo.

The EOS Advantage with Jill Young

April 25, 2023

Jill Young is the Head Coach and Expert EOS Implementer at EOS Worldwide. Having been an EOS implementer since 2014, Jill has implemented the Entrepreneurial Operating System with over 80 companies and has held over 900 EOS consultations with entrepreneurs. She formerly managed the growth and health of Williams & Company CPAs as its President. She is the author of The Advantage book series, which includes The Courage Advantage, The Learning Advantage, and The Thinking

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Podcast cover art with a green background features white, swirling abstract designs. Text reads: "Executive Decisions - A Podcast for Business Leaders" at the top, and "EP16 Rich Haddad" at the bottom. An ascending arrow points upwards from the abstract designs, symbolizing growth within the community.

Facing Issues in The Community Head-on with Rich Haddad

April 11, 2023

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation’s operations. With his expertise in financial reporting, he ensures the prudent management of the foundation’s funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21’s mission.

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