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A man in a suit is smiling at the camera. The text on the image reads "The Owner's Corner EP 19 Matt Roskuski." The background features a gradient of blue tones, creating a professional setting for business owners to gain insights.

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

A smiling person with short, curly hair is seen from the shoulders up, wearing a dark suit jacket over a button-up shirt. Text reads "The Owner's Corner" and "EP 18 Gordon Bell" on the bottom right. The image is overlaid with blue geometric shapes, hinting at insights into selling a business.

Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell

November 22, 2023

Gordon Bell is the Founder and CEO of The Midland Group, a business advisory firm based in Fort Wayne, Indiana. Founded in 1991, The Midland Group has advised clients – both national and international with revenues ranging from $10 million to $5 billion – across a range of industries: manufacturing, distribution, service, and retail. The Midland Group, along with its strategic alliance partners, offers advisory services in Leadership Development, Succession Contingency Planning, Sales and Marketing,

A man in a navy suit and blue tie stands behind a desk, gesturing with both hands. The background features a wooden wall, a whiteboard on the left, and a shelving unit on the right with books and decor items. The scene appears to be in an office or studio setting, likely discussing the volatile market conditions.

How Can I Protect My Nest Egg in this Volatile Market?

November 15, 2023

A man in a suit stands to the left, smiling. Behind him, a screen displays a photo of soldiers in military attire standing together, possibly with their platoon leader. The background features a blue wall with "SYM FINANCIAL" and "CIO" written on it, along with a clock and decorative items on a shelf.

How did being a platoon leader prepare you to be SYM’s CIO?

November 15, 2023

A man in a suit, glasses, and a striped tie bends under the heavy weight of three large binders labeled "TAX" stacked on his back. He appears strained as he balances the oversized folders, symbolizing the burden of estate tax mitigation, against a green background.

5 Estate Tax Mitigation Techniques You Should Consider

November 15, 2023

The Tax Cuts and Jobs Act In 2017, The Tax Cuts and Jobs Act doubled the amount that someone could pass to their heirs without incurring Federal estate tax. As a result, many families have enjoyed relief from the federal estate tax. In 2023, an individual can pass just under $13 million ($26 million for a couple) to their heirs without getting hit by the 40% federal estate tax. There is an important caveat note,

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

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

Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell

How Can I Protect My Nest Egg in this Volatile Market?

How did being a platoon leader prepare you to be SYM’s CIO?

5 Estate Tax Mitigation Techniques You Should Consider

Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler

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