Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Pre-Retirees & Retirees

Cover art for "Executive Decisions: A Podcast for Business Leaders," episode 21 featuring Matt Stevens. It shows a man in a suit and red tie, smiling, with a green background, white swirls, and a yellow upward arrow.

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

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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Podcast cover art for "EmpowHer: Financial Prowess for Women," hosted by Michelle Hipskind, CFP. The SYM Financial Advisors logo graces the background, with Michelle in a green shirt and shoulder-length hair on the right. This episode, featuring Rickie Kohne, delves into multigenerational planning.

Financial Wisdom Across Generations

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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Cover of the podcast "Executive Decisions: A Podcast for Business Leaders." Episode 20 features corporate executive Ed Mohr. The design includes an abstract white arrow on a green background, symbolizing growth and direction.

Balancing Growth and Experience with Ed Mohr

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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An advertisement for the "EmpowHer: Financial Prowess for Women" series hosted by SYM Financial Advisors. The image features a headshot of Michelle Hipskind, CFP. Text indicates the episode is hosted by her, titled "EP4 Michelle Hipskind.

How Much Do I Need to Retire?

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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A graphic of a red pig silhouette with a black meat cleaver overlapping it diagonally. The butcher's cleaver has the words "Investing scam" written on its blade, symbolizing a financial and cyber scam targeting investors.

Protect your Investible Assets from Pig Butchering

What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial Advisors –, we outlined how to build an effective cyber security plan.  We hope that you are making headway on securing those digital assets.  Part of building a strong cyber security plan requires being informed of the ever-evolving criminal scams that attempt to rob you of your hard-earned assets. Personal vigilance is still one of

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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

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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