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Wealth Planning

Podcast cover art for "Executive Decisions: A Podcast for Business Leaders" featuring Episode 22 with Dennis McKeever. The background is green with white and gray arrows pointing upward, and a photo of Dennis McKeever is at the bottom right corner.

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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A person with short curly hair smiles warmly at the camera. Text on the image reads "The Owner's Corner, EP 16, Melissa Wolf," discussing everything from business insights to legal trusts.

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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A pair of hands holding a pile of pennies with a small card on top that reads "College Fund." The background is out of focus, emphasizing the hands and the card.

Financial Planning for College

August 10, 2023

Are you planning to help your children with getting a degree someday? Financial planning for college has become a big priority for many American households. However, with education expenses on the rise, the total price tag may be much larger than you think. The average cost of attending a public college is $27,940 for in-state students, $45,240 for out-of-state students, and $57,570 for a private school per year.[1] For students seeking to earn a bachelor’s degree,

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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

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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Celebrate Your Resolve

July 13, 2023

Recent numbers are now in, with good news to share. With some financial analysts describing a “gravity-defying” “monster rally” across major market indices, most disciplined investors have been richly rewarded for sticking with their appropriate investment allocations. Even had quarterly and year-to-date numbers not shown improvement, we would have advised you to remain invested as planned anyway. The same can be said for whatever the rest of the year has in store. We know markets

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