Menu
Uncategorized
Prioritizing Various Types of Savings
July 11, 2024
Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind. Contact us to dive deeper and customize your financial plan. 800-888-7968.
The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement
June 4, 2024
In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the
Are you viewing life from an airplane?
May 13, 2024
See how one corporate executive put an end to the work travel and began enjoying life with the people most important to him.
Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy
February 22, 2024
In this episode: Host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a coaching practice. Gundy shares his journey from his first job mowing lawns to establishing a practice that serves individuals with developmental disabilities, leveraging his personal and professional experiences to build a successful business. He emphasizes the importance of aligning with state regulations, the challenges of service delivery, and the personal fulfillment derived from genuinely helping
