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

Text graphic for an EMPOWHER financial workshop hosted by Michelle Hipskind, a commission-free fiduciary at SYM Financial Advisors—an independent firm with 55+ years of serving clients—featuring a portrait of Michelle.

How Much Do I Need to Retire?

July 6, 2023

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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Graphic for The Owner’s Corner podcast episode 15, featuring Maggie Browning and the SYM Financial Advisors logo for an independent, commission-free fiduciary with 55+ years of serving clients.

When Passion, Community, and Business Meet with Maggie Browning

June 27, 2023

Maggie Browning is the Franchise Partner of the Burn Boot Camp locations at Fishers and Zionsville, Indiana. Burn Boot Camp is a network of fitness facilities that envisions a world where women love themselves today and are inspired by who they’ll be tomorrow. Before working with Burn Boot Camp, Maggie worked as the Deltek Systems Analyst at Walker Consultants and the Project Administrator at McShane Construction Company. She holds a Bachelor of Science in Business

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for The Owner’s Corner podcast episode 11 featuring Denny and Kim Fuller and the SYM Financial Advisors logo, a commission-free fiduciary.

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

March 28, 2023

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company’s exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and

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Graphic for The Owner’s Corner episode 10 featuring Melissa Bradberry and SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Tax, Business, and Exit Strategies for Medical Practice Owners with Melissa Bradberry

February 28, 2023

Melissa J. Bradberry, CPA, is a Director at Baden Gage & Schroeder LLC, one of the largest certified public accounting and business consulting firms in Indiana. With over 18 years of professional tax experience, Melissa has extensive industry knowledge with clients involved in medical industries, manufacturing and service industries, and financial institutions. Melissa joined the firm in 2018 as a tax manager, a role where she was responsible for individual and business clients. She received

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A portrait of Sebastian Soria of SYM Financial Advisors, featuring the text: “Executive Decisions: A Podcast for Business Leaders,” and the quote: “Make sure you’re generating an environment where people are comfortable sharing feedback.”

What It Truly Takes to Rise to the Top with Sebastian Soria (podcast)

October 10, 2022

http:// Sebastian Soria is the Vice President and Total Rewards Officer at Newmont Corporation—one of the world’s leading gold, copper, silver, lead, and zinc producers. The company is notably the only gold producer in the S&P 500 Index and is recognized as a champion for ESG practices. Sebastian has over 28 years of experience in the financial industry, spending over 26 years with Dow in various leadership roles, including human resources and compensation. He holds

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Graphic with the title “The Owner’s Corner” above text reading “EP8 Jeff Taner” and the SYM Financial Advisors logo, an independent, commission-free fiduciary with 55+ years of serving clients.

Understanding Taxes for Different Business Structures with Jeff Taner (podcast)

September 27, 2022

Jeff Taner is a certified public accountant and Managing Partner of DWD CPAs & Advisors, a firm that offers tailored assurance, tax, and accounting services for businesses, individuals, and nonprofit organizations. Jeff has been serving DWD CPAs & Advisors for over 40 years. After graduating from Indiana University at Fort Wayne with a degree in Business Accounting, Jeff began his career in the company in 1982 and became a partner in 1996. In 2009, Jeff

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