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.

Podcasts

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling man pictured above text that reads “The OWNER’S CORNER EP 19 Matt Roskuski,” a commission-free fiduciary at SYM Financial Advisors.

Bridging the Gap: How Matt Roskuski Helps Companies Work as One

December 5, 2023

Owner of Status Go Consulting, Matt Roskuski, has over two decades of executive-level sales and marketing experience. He has worked for organizations of all sizes, from small privately-owned companies to global giants. His experience spans a diverse collection of industries including technology, telecommunications, manufacturing, consumer products, ecommerce and healthcare.   Matt’s a native of Ft. Wayne and has a degree in Management from Purdue – West Lafayette. Early in his career, he spent nine years

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Matt Schrock, a commission-free fiduciary at SYM Financial Advisors, for The Owner’s Corner, Episode 17.

How a Values-Driven Culture Attracts Ideal Clients with Matt Schrock

October 31, 2023

In this episode Matt Schrock discusses the journey that led him to joining the family construction business, DJ Construction. He talks about how DJ Construction was started by his grandfather and uncle in 1954 and has grown over the decades to include an office in Kalamazoo, Michigan. Matt describes DJ Construction’s leadership structure and how they ensure the right people are in the right roles. He also discusses the company’s focus on their core values

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A promotional graphic for a SYM Financial Advisors podcast episode titled “EMPOWHER: Financial Prowess for Women,” hosted by Michelle Hipskind with guest Lindsay Koler. SYM Financial Advisors is an independent, commission-free fiduciary with 55+ years of serving clients.

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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Podcast cover art for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, titled “Executive Decisions: A Podcast for Business Leaders,” featuring a photo of Dionna Topps James and text indicating this is a commission-free fiduciary episode 23.

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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Graphic promoting the EmpowHer podcast, episode 8, Pets, hosted by Michelle Hipskind for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

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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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Headshot of Michelle Hipskind next to text reading “SYM Financial Advisors EMPOWHER Financial Prowess for Women, Hosted by Michelle Hipskind, EP 7 SECURE Act.”

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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