SYM logo white

Wealth Planning

A promotional graphic for SYM Financial Advisors' podcast, EMPowHER, dedicated to financial prowess for women and inheritance matters. Hosted by Michelle Hipskind, CFP®. EP2 Michelle Hipskind. To the right is a woman with shoulder-length hair, wearing a white top and green jacket, smiling.

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.

Read More »
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

Read More »
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.

Read More »
A wooden mannequin balances on a tightrope, skillfully engaging in risk planning as it carries colorful puzzle pieces labeled with the letters "R", "I", "S", and "K" above its head. The sky in the background is clear and blue.

Dealing with the Rising Cost of Healthcare and other Risk Planning

April 25, 2023

Planning for contingencies is so much a part of day-to-day life we forget we even do it. Like keeping a spare tire in the trunk or band aids in the medicine cabinet – just in case. Those of us who drive have car insurance, most of us have healthcare coverage, and either home-owner’s insurance or a renter’s policy. We understand, and even hope, that we never use the insurance and are willing to pay the

Read More »
A wooden desk holds a calculator, glasses, paper clips, a cup of coffee, and a paper titled "Cash Flow Plan" with colorful bar graphs beneath the text.

The Magic of Cash Flow Planning

April 6, 2023

What is Cash Flow? During our working years, we earn wages from our employers, or profits from our businesses. It’s relatively straightforward to identify the money that comes in, the money that goes out and what’s left over each month. Ideally, that leftover amount accumulates and can be invested for spending in the future. This is cash flow. What happens to future cash flow when we stop working? What happens when the sense of security

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here