Podcast

The 3 Biggest Financial Mistakes We See Successful People Make

Financial mistakes are rarely caused by a lack of intelligence. More often, they happen because life gets busy and financial decisions become increasingly complex over time.

In this Finance Moment podcast episode, Managing Director Lance Gunkel shares three common mistakes successful people make.

Listen to the full episode here. 

Blog

Giving with Purpose: The Power of Financial Gifts

By Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner

What is the first thing you think of when you hear the word “gift”? What images come to mind? In financial planning, gifting takes on an entirely different dimension. We often hear about charitable giving, tax deductions, and estate strategies. Yet one area that receives far less attention is lifetime gifting to the people around us.

Welcome, Tanner Sprouse!

Please join us in welcoming Tanner Sprouse to the team as our newest Financial Planner! We’re excited to have Tanner on board and look forward to the experience, energy and support he will bring to our clients and team. You can learn more about Tanner here.

Events

June 11: Power of Connection Women’s Series – “Driven by Confidence” @ Syverson Strege Office (5:30-7:30 p.m.). Join us for a women-focused event designed to make car ownership easier to understand and more approachable.

We’ll break down the essentials, including:

·        Leasing vs. buying

·        Insurance coverage basics

·        Repair and maintenance decisions

·        The real costs of electric, gas, and hybrid vehicles

You’ll also hear practical insights from women in the automotive industry.

Whether you’re buying your first car, upgrading, or just want to feel more confident, you’ll leave with clear, useful guidance you can apply right away. Food and beverages will be provided. RSVP here or contact Deb Longseth at (515) 225-6000 or DLongseth@SyversonStrege.com

July 21: Client Travel Workshop @ Syverson Strege Office (11:30 a.m.-1 p.m.). Have you been thinking about your next getaway? Whether you love guided tours, scenic escapes, cultural experiences, or bucket-list adventures, this workshop is designed to help you travel with greater confidence and excitement.

Join us to learn about:

• Why travel can enrich your life and well-being
• Importance of trip insurance and travel protection
• Top destinations to consider for future travel
• Best times of year to travel to popular locations
•  Helpful travel tips and tricks for smoother experiences
•  Different ways to travel — guided tours, cruises, independent travel, and more

Whether you are an experienced traveler or simply dreaming about your next trip, this workshop will offer inspiration, practical insights, and exciting ideas for future adventures. Lunch will be provided. RSVP here or contact Deb Longseth at (515) 225-6000 or DLongseth@SyversonStrege.com

Oct. 8: Client Appreciation Event @ The Rewind Hotel (4:30-7:30 p.m.) – save the date; more details to come!

Inside Look

Spotlight: Nicole Tripp, Client Service Associate

What do you enjoy most about your work at Syverson Strege?

Our clients! I love getting to know our clients while helping them along the way.

What inspired you to get into your current role?

I have always been motivated to help others. What started as a part-time job at Syverson Strege has grown into a career where I get to do that every day, while pushing myself to learn and grow.



What’s one piece of financial wisdom you often share with clients or live by yourself?

Being able to assist our financial planning team and witnessing our clients achieve their financial goals has been the most rewarding part of my career here at Syverson Strege. Serving up financial clarity is priceless!

Client Spotlight: David & Denise Bubeck

David and Denise Bubeck have always been guided by faith, family, and community.



Through connections at DMARC and support from Syverson Strege and the Community Foundation of Greater Des Moines, they found a meaningful way to be more intentional with their giving. Now, even their farmland harvest is helping support the causes they care about most: turning everyday assets into lasting impact. Read more about their giving strategy on Page 7: https://heyzine.com/flip-book/76914448cb.html#page/6

Disclosure: This testimonial was provided by a current client. No compensation was provided in exchange for this review. Their experience may not be representative of the experience of all clients and is not a guarantee of future performance or success.

Out and About

Inspiring Women of Iowa

We were honored to sponsor this year’s Girl Scouts of Greater Iowa Inspiring Women of Iowa event. What an incredible experience filled with connection, meaningful conversation and inspiration alongside women who are making an impact across our communities, businesses and beyond.

Community Foundation of Greater Des Moines Luncheon

We had a wonderful time attending today's Community Foundation of Greater Des Moines annual celebration luncheon! It was inspiring to hear stories of impact and see how generosity continues to shape and strengthen our community. We’re especially grateful to work with clients who share this same commitment and who thoughtfully give their time, resources, and support to causes that matter most to them.

Syverson Strege Adopts Rio Valley Park

We’re proud to announce that we’ve adopted Rio Valley Park in Clive! This partnership is one of the many ways we’re committed to giving back to the community, and we’re grateful for the opportunity to help care for the park and keep it a welcoming space for everyone. You might catch us out at the park from time to time. Say hi if you do!