20 episodios

Podcast by SYM Financial Advisors

SYM Financial Advisors Podcast SYM Team

    • Economía y empresa

Podcast by SYM Financial Advisors

    Covid-19 & The Markets

    Covid-19 & The Markets

    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

    • 39 min
    • video
    Good Debt, Bad Debt - webinar

    Good Debt, Bad Debt - webinar

    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

    • 50 min
    • video
    Get a Grip on your business (webinar)

    Get a Grip on your business (webinar)

    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

    • 56 min
    Wealth Planning for Business Owners

    Wealth Planning for Business Owners

    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

    • 28 min
    Comprehensive Asset Management for Nonprofits

    Comprehensive Asset Management for Nonprofits

    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

    • 26 min
    Wealth Management for Corporate Executives

    Wealth Management for Corporate Executives

    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

    • 23 min

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