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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 graphic of a red pig silhouette with a black meat cleaver overlapping it diagonally. The butcher's cleaver has the words "Investing scam" written on its blade, symbolizing a financial and cyber scam targeting investors.

Protect your Investible Assets from Pig Butchering

July 5, 2023

What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial Advisors –, we outlined how to build an effective cyber security plan.  We hope that you are making headway on securing those digital assets.  Part of building a strong cyber security plan requires being informed of the ever-evolving criminal scams that attempt to rob you of your hard-earned assets. Personal vigilance is still one of

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A graphic for a podcast episode titled "The Owner's Corner EP15," featuring Maggie Browning, discussing franchise ownership. The background has diagonal stripes in green, blue, teal, and pink. The SYM Financial Advisors logo is at the bottom left corner.

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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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.

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Podcast cover art for "The Owner's Corner" by SYM Financial Advisors, featuring bold geometric shapes in shades of teal, blue, green, and pink. The text on the cover reads "EP12 Jill Young: Business Owner Systems" and displays the SYM Financial Advisors logo.

The EOS Advantage with Jill Young

April 25, 2023

Jill Young is the Head Coach and Expert EOS Implementer at EOS Worldwide. Having been an EOS implementer since 2014, Jill has implemented the Entrepreneurial Operating System with over 80 companies and has held over 900 EOS consultations with entrepreneurs. She formerly managed the growth and health of Williams & Company CPAs as its President. She is the author of The Advantage book series, which includes The Courage Advantage, The Learning Advantage, and The Thinking

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A person wearing glasses examines a computer screen filled with lines of code. The code is reflected in the glasses, highlighting the details of the text, including the word "PASSWORD" visible on the screen. The focus is on the tech-related activity, emphasizing cyber security measures.

Cyber Security and Your Digital Assets

April 13, 2023

Cybersecurity is a complex topic.  In many ways, it’s like investing.  There are lots of ways to do it, it can be really confusing without good information, and reliable advice from a knowledgeable source is critical. And if you don’t do it right, you are likely to lose your money.  Each individual and business is different; the tools and techniques necessary to protect them vary dramatically.  An online search may render some “top ten steps”

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