Tag: Women's Perspective - SYM Financial Advisors -

Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler

October 25, 2023

This podcast episode discusses Medicaid planning and how it can be used as an asset protection tool rather than just a last resort. Lindsay Koler, an elder law attorney, explains how Medicaid assessments and proper planning can help couples protect their homes and retirement accounts. She emphasizes getting powers of attorney updated and doing Medicaid planning well in advance of needing long-term care. We look at whether someone needs help with activities of daily

Ensuring Your Pets are Cared For After You’re Gone

October 5, 2023

In this quick but packed full of information episode, Michelle discusses the importance of including plans for your pets in your estate planning. Many households now have companion animals, so it is crucial to consider what will happen to dogs, cats, or other pets if their owners become unable to care for them or pass away. Michelle recommennds speaking with your estate attorney about setting aside funds and establishing guardians for your pets. She also

Understanding Hidden Nuggets within the SECURE Act

September 21, 2023

We have a quick tactical nugget for you on this latest episode of the EmpowHER podcast. In this episode, Michelle Hipskind focuses on dissecting the changes brought about by the 2019 SECURE Act, with particular emphasis on the elimination of the “stretch IRA,” which imposes a 10-year limit for withdrawals for those inheriting IRA accounts. However, the podcast also sheds light on exceptions like qualified charitable distributions for beneficiaries close to 70 and a half years old.

Surviving Life in the Sandwich Generation

August 24, 2023

Thursday, October 12, 2023 Peggy F. Murphy Community Grief Center on 5920 Homestead Road, Fort Wayne, IN 46814 Click here for the 10 am details and sign up Click here for the 5:30 pm details and sign up

Empowering Young Women: Life Lessons from Softball with Coach Erin Ehler

August 3, 2023

Meet Erin Ehler, head coach of the Huntington University Women’s Softball program. Listen in while she and Michelle talk about the challenges facing young women today and how we can empower them to be independent, confident and successful individuals. Erin speaks with experience having played college softball for a Division 1 program and earned the title of Miss Indiana Softball while in high school. Today, Erin coaches young women in the sport and in life

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

Women’s Perspective

Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler

Ensuring Your Pets are Cared For After You’re Gone

Understanding Hidden Nuggets within the SECURE Act

Surviving Life in the Sandwich Generation

Empowering Young Women: Life Lessons from Softball with Coach Erin Ehler

Financial Wisdom Across Generations

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