Finance Moment Podcast

In our latest Finance Moment podcast episode, Chief Investment Officer Jason Gunkel dives into the popular book “Die With Zero” by Bill Perkins. From the idea of “memory dividends” to giving to family and charity during your lifetime, Jason shares what resonated, what challenged traditional financial thinking, and why balance is the real key.

Listen to the full episode here. 

Events

Financial Foundations – Education for Lifelong Success: Feb. 17 & Feb. 24 (5:30-7:30 p.m. both dates), Syverson Strege Office or via Zoom;

This FREE, two-part course is designed for individuals ages 18 and older. Created by the Syverson Strege team, Financial Foundations is a financial education course to learn more about the purpose of money, spending, investing, savings, income taxes, insurance, estate planning, and charitable giving. Dinner is provided. Zoom option available. Limited to the first 30 individuals or family units. Learn more and register here.

Inside Look

Santa Visits Syverson Strege

Nothing brings us more joy than seeing our clients, team members, and their families come together for a little seasonal fun. From coloring and cookies to photos with Santa, our holiday event was full of memorable moments. Thank you for celebrating with us — and happy holidays from all of us at Syverson Strege!

It's a Wrap

Thank you to everyone who joined us for our It’s a Wrap client gift-wrapping event! From festive paper to cookies and conversation, it was a fun way to kick off the season together. We’re grateful for our wonderful client community!

Office Closure

In celebration of the new year, the Syverson Strege office will be closed on the following dates. We will resume normal business hours on Jan. 2.

• Dec. 31 (closing at noon)
• Jan. 1

Philanthropy

DMARC Team Volunteer Event

Our team spent time the day before Thanksgiving volunteering at the Des Moines Area Religious Council Food Pantry to help sort food donations for families in need. It was a powerful reminder of the importance of giving back, especially during a season focused on gratitude.



We’re so thankful for the work DMARC does all year long! 

Jr. Achievement Bowl-a-Thon

We were proud to sponsor the Junior Achievement of Central Iowa Bowl-A-Thon in mid-December. Supporting JA means helping students build real-world skills around money, work, and entrepreneurship. It was great to be part of an event that combines fun with such an important mission in our community.