Seth Whicker

Owner's Corner by SYM Financial Advisors

Business EN ↓ 86 episodes

The Owner’s Corner Podcast is a show for business owners at all stages in their journey. Join us as host and financial planner Seth Whicker connects with business owners and experts to talk about what it takes to build a successful business. Our guests come from many industries and walks of life to share their biggest wins, mistakes made along the way, and their thinking about the all-important exit planning. From succession to retirement preparation, from buy-sell agreements to strategies for growth, our show is your inspiration to dream about what’s possible — for yourself, for your people,...

Author

Seth Whicker

Episodes

Webinar: The CARES Act for Business Owners Video 13.04.2020 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, Ossian State Bank The opinions expressed herein a...

Webinar: Unpacking the CARES Act for Dental Professionals 13.04.2020 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, Cloverleaf Advisory Group Angie Daughtery, Lead...

The Wealth of Life: It's more than money! (with Susan Turnbull) 29.10.2018 45:59

In celebration of SYM's 50th anniversary, speaker, author and coach Susan Turnbull spoke to a gathering of friends and community in four of our SYM communities. In this podcast, we're featuring the presentation in Winona Lake, Indiana. Listen as Susan redefines the word "legacy," taking it back from the grave, then treats the audience to a hands-on, invigorating exploration of the riches we can le...

Do you know where your money goes when you're gone? 28.08.2018 26:47

Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance! www.sym.com The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change without notice. This mate...

The Other Talk: Talking to your kids about the rest of your life (a conversation with the author) 28.08.2018 21:27

Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of "The Other Talk" and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much used SYM planning resource. www.sym.com The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change without notice. This m...

Roth IRAs for kids and grandkids 24.04.2018 10:04

As parents and grandparents, we want to do all we can to lead our kids to a financially sound future. In this podcast Steve Yeager, Senior Vice President at SYM Financial Advisors, explains the process of using the Roth IRA in a unique way - to encourage, teach, and assist kids in saving for their retirement, as young as 12 or 13. Add the power of compound interest and this becomes an exciting opp...

Paying to earn, paying to save - Understanding fees in the Employer-Sponsored Retirement Plan world 06.03.2018 20:06

A few dollars here, a few dollars there - over the course of years and decades, these dollars add up. Still, most retirement investors - and retirement plan sponsors – have little or no idea how much of their retirement savings is lost each quarter to fees. Join Tom Ackmann, SYM Vice President and Qualified Plan Advisor, and Michelle Hipskind, Financial Advisor, for a succinct and sometimes surpri...

I'm responsible for WHAT? Understanding fiduciary roles in your company's retirement plan 13.02.2018 18:49

I'm responsible for WHAT? takes you behind the scenes of the legal obligations associated with caring for Americans' retirement monies. Understand what you, as a plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your plan structure to get the best for you and your employees. Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial...

Employer-Sponsored Retirement Plans - The awesome potential in plan design 24.01.2018 21:25

Are you responsible for choosing a new retirement plan for your company? Are you responsible for evaluating your current one? SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind offer valuable insight into factors to consider so your plan fits your needs. From employee retention to maximizing owner benefits, tune in to this podcast hear stra...

Part 2 - Planning In Advance Of Grief And Loss 28.09.2017 15:09

We continue the discussion of documenting your family financial information for the benefit of survivors when families experience death or incapacitating illness, with a step-by-step plan for creating a financial inventory in case of emergency. Download your financial inventory form at www. SYM.com. The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change...

Part 1 - Planning In Advance Of Grief And Loss 28.09.2017 15:31

Who takes the lead in your financial relationships? Every family unit includes people with different areas of dominance in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. www.sym.com The opinions expressed herein are those of SYM Financial Advisors ("SYM") and are subject to change without notice....