Best SYM Financial Advisors Podcasts (2024)

1
From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis 43:40

7M ago43:40

43:40

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasiz…

1
From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi 56:22

7M ago56:22

56:22

In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desir…

1
A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm 42:00

9M ago42:00

42:00

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship o…

1
Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett 29:54

9M ago29:54

29:54

In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt, discussing factors like interest rates, refinancing, and the importance of seeking guidance from a mortgage professional. Through an insightful conversation and practical advice, this episode empowers people to make in…

1
From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early 20:54

10M ago20:54

20:54

In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Po…

1
What you Should Know About the Messy Middle of Life Limiting Illnesses 31:29

11M ago31:29

31:29

We live longer but our capacity is diminishing and in practical care giving it’s not always clear who is making the decisions from day-to-day. As a financial advisor, I work with clients everyday who live in the gray space with their loved ones. This is the messy middle, where caring for those who are perfectly capable one day but then slowly dimin…

1
Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler 48:53

1y ago48:53

48:53

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 Medi…

1
Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James 54:09

1y ago54:09

54:09

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 escalat…

1
Ensuring Your Pets are Cared For After You're Gone 3:17

1y ago3:17

3:17

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 spe…

1
Understanding Hidden Nuggets within the SECURE Act 2:36

1y ago2:36

2:36

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,…

1
From a Service Station Garage to Financial Advisory: Insights on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever 35:16

1y ago35:16

35:16

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 e…

1
From Frogman to CEO: How Special Ops Skills Translate to Corporate Success with Matt Stevens 1:00:22

1+ y ago1:00:22

1:00:22

Matt Stevens transitioned from the U.S. Navy in July 2017 after serving for 26 years as a SEAL. He attended The Honor Foundation’s (THF) inaugural East Coast class in the Spring of 2016, joined the THF SOF Advisory Board in the Spring of 2017, and then joined THF’s Board of Directors in February 2018. Throughout his career, Matt served as a Special…

1
Empowering Young Women in Sports: Life Lessons from Softball with Erin Ehler 40:22

1+ y ago40:22

40:22

Meet Erin (Rethlake) 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…

1
Financial Wisdom Across Generations: Lessons Learned and Regrets Avoided with Rickie Kohne and Laura Murray 30:41

1+ y ago30:41

30:41

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 …

1
Balancing Growth and Experience with Ed Mohr 53:12

1+ y ago53:12

53:12

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, gl…

1
How Much Do I Need to Retire 11:20

1+ y ago11:20

11:20

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 …

1
Unlocking the Mystery of Nonprofit Finances: Your Donations' Impact on Operations Uncovered with Carrie Minnich 52:09

1+ y ago52:09

52:09

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 compilatio…

1
Blazing Trails and Giving Back with Jenée Velasquez 47:49

1+ y ago47:49

47:49

Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to philanthropy and community development. Velasquez began her professional journey as the Chief Executive Officer of Midland County's Economic Development Corporation, Midland Tomorrow, where she played a pivotal role in dr…

1
TACTICAL | Executive Compensation 4:41

1+ y ago4:41

4:41

In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, includin…

1
Inheriting Financial Relationships 8:39

1+ y ago8:39

8:39

Inheriting Financial Relationships In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment portfolios and being dissatisfied with their financial advisors. She notes that 70% of women who inherit responsibilities for an investment portfolio want to switch to …

1
Navigating the Nightmare of Probate: Understanding Tax Law and Estate Planning with Heidi Adair 40:19

1+ y ago40:19

40:19

Navigating the Nightmare of Probate: Understanding Tax Law and Estate Planning with Heidi Adair Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specia…

1
Embracing Change and Taking Risks With David Floyd 50:49

1+ y ago50:49

50:49

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations like OrthoWorx, Abbott Spine, and AxioMed Spine Co…

1
EmpowHER Podcast Trailer 1:46

1+ y ago1:46

1:46

1
Facing Issues in The Community Head-on with Rich Haddad 53:06

1+ y ago53:06

53:06

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation's operations. With his expertise in financial reporting, he ensures the prudent management of the foundation's funds and maintains healthy investment relationships. Apart from his professional duties, Rich is ac…

1
Community Leadership in Times of Turmoil with Holly 56:12

1+ y ago56:12

56:12

Holly Miller is the CEO of United Way of Midland County in Midland, Michigan. She is an integral part of the community and is in leadership positions for many teams and collaborative groups. Her work with the Rotary Contemporary View Club, Midland Business Alliance, Health and Services Council, and Midland Area Wellbeing Coalition helps improve liv…

1
TACTICAL | Stock Options: Where Should You Invest in the Coming Year 2:54

1+ y ago2:54

2:54

Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives and we have a quick word of advice we want to share in preparing for stock season. Yo…

1
The Secret to a Successful Business Culture with Mauro Gregorio 46:28

2y ago46:28

46:28

Mauro Gregorio is the President of Performance Materials & Coatings at Dow, a chemical manufacturing company operating since 1897. Dow runs the Performance Materials & Coatings group—one of the three key businesses—with annual sales of over $9 billion. Mauro has been with Dow for almost four decades and has held various executive positions. As Pres…

1
What It Takes to Lead a Team with Greg Marken 43:26

2y ago43:26

43:26

Greg Marken is the President, CEO, and Treasurer at Advanced Emissions Solutions (ADES). ADES works with municipal water, coal-fired power generation clients, and other industries by providing emissions control and water purification solutions. Greg has been at the helm of ADES since July 2020. He also serves as a manager on the Board of Managers o…

1
Finding Your Brand with Julie Fasone Holder 1:00:56

2y ago1:00:56

1:00:56

Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensiv…

1
What It Truly Takes to Rise to the Top With Sebastian Soria 56:03

2y ago56:03

56:03

Sebastian Soria is the Vice President and Total Rewards Officer at Newmont Corporation—one of the world’s leading gold, copper, silver, lead, and zinc producers. The company is notably the only gold producer in the S&P 500 Index and is recognized as a champion for ESG practices. Sebastian has over 28 years of experience in the financial industry, s…

1
Having Intentionality With Each Contribution with Jimmy Greene 1:03:04

2y ago1:03:04

1:03:04

Jimmy Greene is the President & CEO of Associated Builders & Contractors (ABC) of Michigan, a trade association representing Michigan’s commercial and industrial construction industries. He is the first Black CEO in the organization’s 60-year history. Jimmy is also the founder of Total Solutions Group in Saginaw, a firm specializing in technology p…

1
Building A Company Culture from Scratch with Paul Barbeau 55:39

2+ y ago55:39

55:39

Paul Barbeau is the Senior Global Director at Dow, a material science company that provides innovative and sustainable solutions for consumer care, infrastructure, and packaging businesses. Paul collaborates with various business leaders to improve existing workplace strategies with employee experience, asset optimization, and sustainability in min…

1
Networking Beyond Your Role As Leader with Fernando Signorini 50:44

2+ y ago50:44

50:44

Fernando Signorini is the Vice President of Operations US Gulf Coast and Site Director of Texas Operations at Dow, a chemical manufacturing company that’s been around for over 125 years. They’re currently spearheading programs for a more sustainable future. Fernando has been with Dow for almost 28 years, and his vast experience made him an expert i…

1
Connecting with Clients Through Our People with Dave Youngstrom 48:01

2+ y ago48:01

48:01

Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country’s leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He ea…

1
Finding Contentment As A Retired Financial Advisor with Fred Helfrich 50:53

2+ y ago50:53

50:53

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathemat…

1
Moving Forward In Business Amidst the Pandemic with Jenni Wendt 46:43

2+ y ago46:43

46:43

Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy…

1
Addressing Your Team's Individual Needs with Amy Wilson 41:41

2+ y ago41:41

41:41

Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy’s resp…

1
Discerning Good Professional Advice from Bad with Tom Schwyn 48:37

2+ y ago48:37

48:37

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world’s leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigat…

1
Making The Tough Decisions For Your Business with Sharon Mortensen 44:18

3y ago44:18

44:18

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. S…

1
Covid-19 & The Markets 39:34

3+ y ago39:34

39:34

SYM senior financial advisor Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of COVID-19 on the markets. This podcast answers questions such as: Where will the markets go in 2021 and beyond? What did COVID-19 do to the investment market? What did we learn about investing in a pandemic? What do I need to know for in…

1
Good Debt, Bad Debt - webinar 50:17

4y ago50:17

50:17

This is a webinar for women about debt management and financial strategies for managing debt. This conversion answers questions such as: Should I pay off my mortgage? What is debt consolidation? How does debt consolidation work? _____________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-79…

1
Get a Grip on your business (webinar) 56:55

4y ago56:55

56:55

Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times. ____________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 htt…

1
Wealth Planning for Business Owners 28:17

4y ago28:17

28:17

SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners. Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability. This podcast answers questions such as: When should I sell my business? How do I sell my business? What is a business valuati…

1
Comprehensive Asset Management for Nonprofits 26:45

4y ago26:45

26:45

SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM's services. _______________________ Sym Financial Advisors h…

1
Wealth Management for Corporate Executives 23:01

4+ y ago23:01

23:01

SYM senior financial advisor and principal Sarah Delahanty discusses the unique needs of corporate executives in this podcast. Topics include stock options and grants, diversification, deferred compensation, and time management for executives. __________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 …

1
Employer-Sponsored Retirement Plans at SYM Financial Advisors 31:04

4+ y ago31:04

31:04

Join Seth Whicker and Tom Ackmann, principals and senior financial advisors with SYM Financial Advisors, for an overview discussion of SYM's Employer-Sponsored Retirement Plan services. _______________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-…

1
Investing and Financial Planning for Medical and Dental Professionals 27:56

4+ y ago27:56

27:56

Healthcare professionals approach their careers in a different way than the average working professional. This poses both a unique challenge and opportunity. Join SYM principals Seth Whicker and Rick Harrison as they discuss financial investing and planning for the healthcare professional, the importance of working with a fiduciary advisor, and som…

1
COVID-19 and the Markets 30:45

4+ y ago30:45

30:45

This April 2020 podcast explores the coronavirus pandemic from the inside – literally. Observing proper social distancing protocol. SYM advisors Seth Whicker and Andy Popenfoose explore the economic conditions surrounding this time of uncertainty, including parts of the CARES Act and market responses. __________________ Sym Financial Advisors https…

1
Webinar: The CARES Act for Business Owners 54:03

4+ y ago54:03

54:03

Sponsored by SYM Financial Advisors in cooperation with the Wells County Indiana Chamber of Commerce, Unpacking the CARES Act for Business Owners includes guidance from panelists: Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Tom Whicker, Senior Retirement Plan Advisor, SYM Financial Advisors Randy Brinneman, Senior Vice President,…

1
Webinar: Unpacking the CARES Act for Dental Professionals 53:33

4+ y ago53:33

53:33

Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists: Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner…

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