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Women’s Perspective

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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A promotional graphic for "EMPOWHER: Financial Prowess for Women," hosted by Michelle Hipskind, CFP®. The guest for Episode 6 is Erin Ehler. Featuring a photo of a smiling woman with shoulder-length blonde hair and a green necklace, this episode highlights financial tips for softball athletes.

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

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Podcast cover art for "EmpowHer: Financial Prowess for Women," hosted by Michelle Hipskind, CFP. The SYM Financial Advisors logo graces the background, with Michelle in a green shirt and shoulder-length hair on the right. This episode, featuring Rickie Kohne, delves into multigenerational planning.

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

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An advertisement for the "EmpowHer: Financial Prowess for Women" series hosted by SYM Financial Advisors. The image features a headshot of Michelle Hipskind, CFP. Text indicates the episode is hosted by her, titled "EP4 Michelle Hipskind.

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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Promotional graphic for the "EmpowHER: Financial Prowess for Charitable Women" podcast by SYM Financial Advisors, hosted by Michelle Hipskind, CFP. The image features the title and episode number (EP3 Carrie Minnich) on the left side and a photo of a smiling woman on the right side.

Unlocking the Mystery of Nonprofit Finances: Your Donations’ Impact Uncovered with Carrie Minnich

June 15, 2023

Carrie Minnich is a Partner at DWD CPAs & Advisors and is in-charge of the Nonprofit Services Team. She earned both a Bachelors degree in Financial Accounting (Cum laude) and a Master of Accountancy from Manchester College. Carrie has been with the firm since 2004 and has been a Director since 2017. She specializes in audits, reviews and compilations of financial Statements for nonprofit organizations. Michelle and Carrie discuss various aspects of non-profit organizations. They

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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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