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SYM Financial Advisors Podcast

by SYM Team

Podcast by SYM Financial Advisors

Episodes

Covid-19 & The Markets

39m · Published 05 Mar 20:35

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 investing in 2021 and beyond?

_____________________________________________________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Good Debt, Bad Debt - webinar

50m · Published 03 Nov 20:35

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) 888-7968
https://g.page/sym-financial-advisors-in?share

414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Get a Grip on your business (webinar)

56m · Published 24 Sep 19:35

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Wealth Planning for Business Owners

28m · Published 23 Sep 17:11

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 valuation?
What do I need to know about succession planning?

_____________________________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Comprehensive Asset Management for Nonprofits

26m · Published 21 Aug 18:33

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
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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Comprehensive Asset Management for Nonprofits

26m · Published 21 Aug 18:33

_______________________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Wealth Management for Corporate Executives

23m · Published 12 Aug 16:30

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
(800) 888-7968
https://g.page/sym-financial-advisors-in?share

414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Employer-Sponsored Retirement Plans at SYM Financial Advisors

31m · Published 16 Jun 17:45

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-in?share

414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Employer-Sponsored Retirement Plans at SYM Financial Advisors

31m · Published 16 Jun 17:45

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-in?share

414 Townsend St # 202, Midland, MI 48640
(989) 631-0244
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

Investing and Financial Planning for Medical and Dental Professionals

27m · Published 09 Jun 18:50

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 some advice on maximizing opportunities to make and grow wealth.

_____________

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
https://g.page/sym-financial-advisors-midland?share

4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545
(574) 287-0035
https://g.page/sym-financial-advisors-mishawaka?gm

7030 Pointe Inverness Way #100, Fort Wayne, IN 46804
(260) 387-6822
https://g.page/sym-financial-fort-wayne?share

801 Park Ave, Winona Lake, IN 46590
(574) 267-2300
https://g.page/sym-financial-advisors-winona?gm

SYM Financial Advisors Podcast has 22 episodes in total of non- explicit content. Total playtime is 11:15:16. The language of the podcast is English. This podcast has been added on October 28th 2022. It might contain more episodes than the ones shown here. It was last updated on March 27th, 2024 14:45.