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Podcasts

A promotional image for "EmpowHER - Financial Prowess for Women," hosted by Michelle Hipskind, CFP. Episode 9 features Lindsay Koler discussing Medicaid planning. The SYM Financial Advisors logo is at the top. Lindsay Koler is smiling and has a shoulder-length blonde hairstyle.

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

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Cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." It shows a woman smiling, wearing a yellow top, with arrow designs in the background. Text includes "EP23 Dionna Topps James.

Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James

October 10, 2023

Dionna has been with Whirlpool Corporation for 15 years and currently leads the Whirlpool Sales Enablement Team as well as being the Chief of Staff for the Sales SVP.  She is responsible for creating strategies and experiences to enable profitable sales growth for both Whirlpool and its Trade Customers. Dionna has held various positions with escalating responsibility within training, operations, sales and merchandising. As an accomplished sales leader she has been awarded National Sales Manager

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A promotional graphic for the podcast "EMPOWHER: Financial Prowess for Women," hosted by Michelle Hipskind. The background features a gradient from white to purple with Michelle Hipskind's photo on the right, smiling, wearing a green necklace and a dark blazer. Topics include planning for pets.

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

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A promotional image for the podcast "EmpowHER: Financial Prowess for Women," hosted by SYM Financial Advisors. The episode features Michelle Hipskind discussing the implications of the SECURE Act. Michelle is smiling, wearing a green top and statement necklace, set against a partially blurred background.

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.

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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 person with short curly hair smiles warmly at the camera. Text on the image reads "The Owner's Corner, EP 16, Melissa Wolf," discussing everything from business insights to legal trusts.

Navigating the Maze of Charitable Giving and Trusts with Melissa Wolf

August 22, 2023

Melissa Wolf, CPA joined Baden Gage & Schroeder, LLC in 2012 with over seven years of tax experience specializing in gift, trust and estate planning. She directs tax engagements for clients with personal income, fiduciary income and gift tax service needs. Melissa has extensive experience in assisting clients with the formulation of retirement and estate plans. Melissa joins me for a powerful conversation spanning various topics, from Melissa’s diverse journey to becoming a CPA, to

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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