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.

podcast

Two men pose in front of a SYM Financial Advisors—an independent, commission-free fiduciary with 55+ years of serving clients—podcast backdrop featuring the text “Does your company retirement plan stack up?”.

Does Your Company Retirement Plan Stack Up?

January 5, 2026

https:// In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life or an easy fix. The real key is to keep planning, stay informed, and work with advisors who understand your unique situation. We’ve seen people

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Two men pose in front of a SYM Financial Advisors—an independent, commission-free fiduciary with 55+ years of serving clients—podcast backdrop featuring the text “Does your company retirement plan stack up?”.

Does Your Company Retirement Plan Stack Up?

November 12, 2025

In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conversation—about your goals, risks, and what’s best for your personal situation. We touch on recent changes from the

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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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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Scott Holmes, owner of ABI Attachments and managing director of PivotPoint, for the SYM Financial Advisors Owner’s Corner series.

The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement

June 4, 2024

In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Edward Hayes, owner of Hayes Design Company, featured in The Owner’s Corner series by commission-free fiduciary SYM Financial Advisors.

From Global Sales to Local Impact: The Journey of Entrepreneurship with Edward Hayes

April 30, 2024

In this episode of the Owner’s Corner podcast hosted by Seth Whicker, special guest Edward Hayes discusses the intricacies of the sign business and his journey as a business owner. The conversation delves into the importance of understanding client needs and maintaining a consistent brand message, as well as the diverse industries served by Hayes Design Co. Hayes shares his transition from a global sales career to entrepreneurship, highlighting the challenges and rewards of taking

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Headshot of Todd Davis, PeekMed board member, for the SYM Financial Advisors podcast, Executive Decisions. SYM Financial Advisors is an independent, commission-free fiduciary with 55+ years of serving clients.

From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis

April 23, 2024

In today’s episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasizes the importance of work ethic, persistence, and building relationships, sharing valuable insights from his experiences. Todd also discusses his post-executive

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