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.

Pre-Retirees & Retirees

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Todd and Cindy Shinabarger of Operation Mobilization are featured on the Executive Decisions podcast, produced by commission-free fiduciary SYM Financial Advisors.

Life 2.0: Finding Purpose Beyond Retirement

January 7, 2025

In today’s episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call “Life 2.0”—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles with Operation Mobilization, where their skills in IT and science transformed projects and systems, helping the organization achieve excellence. They reflect on the

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A woman pointing at a series of numbered sticky notes floating in the air, representing the approach of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Prioritizing Various Types of Savings

July 11, 2024

Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind.  Contact us to dive deeper and customize your financial plan. 800-888-7968.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Gordon Bell, a commission-free fiduciary, for The Owner’s Corner, Episode 18 at SYM Financial Advisors.

Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell

November 22, 2023

Gordon Bell is the Founder and CEO of The Midland Group, a business advisory firm based in Fort Wayne, Indiana. Founded in 1991, The Midland Group has advised clients – both national and international with revenues ranging from $10 million to $5 billion – across a range of industries: manufacturing, distribution, service, and retail. The Midland Group, along with its strategic alliance partners, offers advisory services in Leadership Development, Succession Contingency Planning, Sales and Marketing,

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A promotional graphic for a SYM Financial Advisors podcast episode titled “EMPOWHER: Financial Prowess for Women,” hosted by Michelle Hipskind with guest Lindsay Koler. SYM Financial Advisors is an independent, commission-free fiduciary with 55+ years of serving clients.

Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler

October 25, 2023

This podcast episode discusses Medicaid planning and how it can be used as an asset protection tool rather than just a last resort. Lindsay Koler, an elder law attorney, explains how Medicaid assessments and proper planning can help couples protect their homes and retirement accounts. She emphasizes getting powers of attorney updated and doing Medicaid planning well in advance of needing long-term care.   We look at whether someone needs help with activities of daily

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Headshot of Michelle Hipskind next to text reading “SYM Financial Advisors EMPOWHER Financial Prowess for Women, Hosted by Michelle Hipskind, EP 7 SECURE Act.”

Understanding Hidden Nuggets within the SECURE Act

September 21, 2023

We have a quick tactical nugget for you on this latest episode of the EmpowHER podcast. In this episode, Michelle Hipskind focuses on dissecting the changes brought about by the 2019 SECURE Act, with particular emphasis on the elimination of the “stretch IRA,” which imposes a 10-year limit for withdrawals for those inheriting IRA accounts. However, the podcast also sheds light on exceptions like qualified charitable distributions for beneficiaries close to 70 and a half years old.

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