Tim Scannell - Podcast Details

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The Wealth Stream PodcastImportant Lessons About Long-term Investing & Inflation With Michael Shea (Ep. 114)In a world plagued by rising prices, inflation, and interest rates, you can’t help but wonder: How will these factors impact the stock market and our financial stability? In this episode, Tim Scannell introduces Michael Shea, the Managing Director of the Investment Solutions Group at Hightower. Michael shares his investment style focused on value and capturing dividend flow, the importance of managing against benchmarks, and staying current with market information. Learn about Michael’s views on inflation and its impact on financial markets and how he advises clients while considering the impact of inflation and i...2023-09-2728 min

The Wealth Stream PodcastExploring the Current State of the Economy and the Impact of Inflation with Stephanie Link (Ep. 113)What’s your take on the importance of infrastructure investment and onshoring for supporting the economy? In this episode, Tim Scannell invites Stephanie Link, Chief Investment Strategist and Head of Investment Solutions for Hightower, to delve into the services provided by Hightower’s asset management business, the importance of research and staying informed about global markets, and Stephanie’s thoughts on inflation. They also touch on topics such as infrastructure investment and onshoring, and the impact of higher interest rates on borrowing rates and bond yields. Stephanie also emphasizes the value of talking to colleagues outside...2023-09-1328 min

The Wealth Stream PodcastA Comprehensive Guide to Business Exit Preparation: A Recipe for Business Success (Ep. 112)Successfully exiting your business isn’t easily done without the help of other professionals, credible resources, and other business owners who have “been there, done that!” In this episode, Tim Scannell discusses the value of strategic business planning for business owners. They outline the steps involved in valuing and preparing a business for exit, including estimating the equity value of the business using tools like Biz Equity. Tim discusses: The 4 steps of long-term business planning: Discovery, Personal Readiness, Financial Readiness & Determining the Business’ Value The value of professional guidance including attorneys and CPAs in your busi...2023-08-1622 min

The Wealth Stream PodcastMaximizing Social Security Benefits: A Tax Planning Guide (Ep. 111)Understanding the complexities of Social Security and effectively planning for taxes can significantly impact your finances during retirement. What factors should we consider and know before that phase? In this episode, Tim Scannell explores tax planning related to Social Security and when to elect it. He delves into the complexity of Social Security, the many options available, and the factors to consider when electing Social Security. Additionally, Tim also addresses the importance of partnering with financial advisors who have expertise in tax planning and Social Security to create a flexible plan for retirement. ...2023-07-1227 min

The Wealth Stream PodcastThe Success Metrics Every Business Owner Should Use (Ep. 110)How do you measure success in your business? There isn’t one definitive way of measuring the success of your business, however, there are strategies and benchmarks you can use to get an accurate idea of how it is performing. In this episode, Tim Scannell discusses some of the most reliable metrics you can use as a business owner to gauge the value of your business and maximize the return you receive when you decide to exit. Tim discusses: How to measure growth and success using benchmarks How to discover the percentage of...2023-06-2823 min

The Wealth Stream PodcastA Conversation About Fiduciaries With Don Stellin (Ep. 109)Many financial advisors express great admiration for fiduciaries, while some undermine their significance in the financial industry and argue against their necessity. However, by the conclusion of this episode, you will attain a thorough comprehension of fiduciaries and gain the ability to appreciate the immense value they bring to your financial planning endeavors. In this episode, Tim Scannell invites returning guest, Don Stellin, onto the podcast to discuss the role, purpose, and value fiduciaries have in the financial planning processes of both retirees and working professionals. Don discusses: Why you need to...2023-06-1422 min

The Wealth Stream PodcastHow To Strategize Your Taxes For Maximum Benefit (Ep. 108)When someone mentions “taxes” or “tax season”, it may cause you to tense up and feel a wave of stress. This usually happens when people aren’t confident in their tax strategies and worry they may be losing more money than they have to. In this episode, Tim Scannell delves into the world of tax strategies and explores some practical tips and tricks for individuals and businesses to maximize their tax savings. Tim discusses: The difference between tax deferral and permanent tax savings The pros and cons of tax deferral and how to know if...2023-05-2424 min

The Wealth Stream PodcastFinding Your Lifelong Accountability Partner (Ep. 107)Lifelong relationships aren’t just created outside the workplace. These types of relationships are created with colleagues and clients all the time! In this episode, Tim Scannell discusses how he curates his professional relationships as well as how he helps others find and maintain meaningful relationships, including accountability partners, both in and out of the financial world. Tim discusses: The relationship he has had with a client since 1990 and how he maintains it Financial accountability partners and how he helps people find theirs How he helps families curate realistic college education plans Ti...2023-05-1023 min

The Wealth Stream PodcastCreating A Successful Exit Plan As A CEO With Scott Bening (Ep. 106)Step into the shoes of a CEO turned retiree who has made the most of his golden years! Join Tim Scannell as he welcomes Scott Bening, the retired CEO of Monosol, LLC and Amazon Best Selling Author, to the show. Discover how Scott expertly navigated his retirement journey and transitioned into a productive and satisfying next chapter in life. Don’t miss out on valuable insights and inspiration to plan your own successful exit strategy. Scott discusses: How he, as a retired CEO, curated his personalized exit plan How to keep yourself busy in reti...2023-04-2637 min

The Wealth Stream PodcastNavigating The Dreaded Tax Season (Ep. 105)There’s no escaping the dreaded tax season, so you might as well learn how to navigate it efficiently! In this episode, Tim Scannell discusses some of the ways he helps people minimize their taxes during tax season. This includes tax loss harvesting, staying up to date with tax law changes, and so many more of Hightower’s wealth enhancement strategies! Tim discusses: How you can apply our wealth enhancement strategies during tax season How to enhance your tax loss harvesting strategies Transferring funds, real estate, and investments down to the next generation using curr...2023-04-1221 min

The Wealth Stream Podcast5 Strategies for Identifying Replacements for Business Owners (Ep. 104)As a business owner, there may come a time when you start to think about who will replace you and when they will replace you. Whether you have thought about this before or this is the first time you are thinking about it, this episode can help make your transition into retirement much smoother! In this episode, Tim Scannell covers the steps business owners can take to ensure a smooth transition into retirement by identifying and selecting the right candidate to take over their role. He shares his personal experience and insights on how to...2023-03-2225 min

The Wealth Stream PodcastTackling Your Family’s Year-End Financial Plan Part 2 (Ep. 103)Are you looking for ways to ensure financial stability for yourself and your family in the upcoming year? Now that we have discussed how to create a year-end financial plan for your business, it’s time to discuss how to make a plan for you as an individual! In this episode, Tim Scannell highlights practical strategies for setting you and your family up for success as you enter into the new year. He covers the latest developments in the financial industry and their potential effects on decision-making, offers insight into current trends, and shares news up...2023-03-0824 min

The Wealth Stream PodcastTackling Your Year-End Financial Plan Part 1 (Ep. 102)2022 has come to a close, meaning Hightower Great Lakes has received many calls about end-of-the-year financial planning. So what is a year-end plan and how can you create one for your business? In this episode, Tim Scannell discusses some financial tips you should use at the end of each year and how they can help you make more informed decisions for your retirement. Tim discusses: Some of the key features of the SECURE Act Law changes that can impact business owners Why 401K auto-enrollment was eliminated for many employees What some employers a...2023-02-1727 min

The Wealth Stream Podcast3 Steps To Help Business Owners Get Their Lives Back (Ep. 101)COVID made a mark on just about everything, even business owners. It’s time to get your quality of life back. In this episode, Tim Scannell talks about helping business owners plan for 2023 and set a new years resolution to get their lives back. He dips into why money is important for different people, and the change of business owners’ workloads from the pandemic, and then shares three steps business owners can take to reshape their company and finances so they can get their exit plan rolling. Tim discusses: What’s important about money for In...2023-02-0225 min

The Wealth Stream PodcastHow Inflation Impacts Your Business Valuations (Ep. 100)We’ve hit our 100th episode of The Wealth Stream Podcast! Today, we’re discussing the impacts inflation can have on business valuations. In this episode, Tim Scannell talks about how to avoid costly mistakes that impact and delay business owners’ ability to become financially independent and make work optional. He focuses on ways to help business owners maximize what they keep as they exit into financial independence and enhance their wealth to live a full life. Tim discusses: What inflation is and how it specifically relates to business owners How he advises...2023-01-1829 min

The Wealth Stream PodcastHow To Protect Your Wealth Through Inflation with Stephanie Link (Ep. 99)Inflation is a topic that you can’t seem to escape nowadays. Everyone has an opinion on the topic, whether it’s the news, your relatives, or someone else. In this episode, Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, joins us to help break down inflation and interest rates. We advise you to turn off your TV and listen to a trusted financial advisor about how you can combat inflation’s effects on your bank account. Stephanie discusses: Her journey of becoming the Chief Investment Strategist and Portfolio Manager at Hig...2023-01-0431 min

The Wealth Stream PodcastAvoiding The Common Mistakes People Make After Receiving A Raise With Samantha Pietruszynski PT. 2 (Ep. 98)Salary increases are great, but not increasing your savings after one could be hurting you. So what are some of the steps you should take after receiving a raise? This is part two of our two-part episode with Samantha Pietruszynski! Samantha discusses the importance of reallocating your money once you receive a raise so you can look forward to a fulfilling retirement experience! Samantha discusses: How to get to your financial ‘freedom point’ faster How to allocate your finances after you receive a raise or an influx in income How to avoid the...2022-11-0925 min

The Wealth Stream PodcastDiscovering Your Money Personality (EP. 93)Everyone handles their money differently and everyone has different priorities with their money. These are called “money personalities”. In this episode, Tim Scannell discusses how to discover and focus on what is important to you with your money by highlighting the different money personalities he has worked with in his career. Tim discusses: Money personalities … Continue reading Discovering Your Money Personality (EP. 93) →2022-08-0326 min

The Wealth Stream PodcastCreate Recurring Revenue For Your Business, Part 2 (Ep. 91)Part two of “how to create recurring revenue for your business” is here with additional tips and tricks about how you can adopt the subscription-based business model! In this episode, Tim Scannell highlights some well-known companies who have adopted the subscription model and how it changed the landscape of their business. Tim discusses: Major benefits … Continue reading Create Recurring Revenue For Your Business, Part 2 (Ep. 91) →2022-07-0624 min

The Wealth Stream PodcastCreate Recurring Revenue For Your Business, Part 1 (Ep. 90)What are some ways you can enhance your business’ services to your customers? Well, in this episode, Tim Scannell provides you information about just that! In Part 1 of this series, Tim discusses the business models companies are adopting to eliminate seasonality and increase customer engagement. Tim discusses: The idea of wealth enhancement – maximizing … Continue reading Create Recurring Revenue For Your Business, Part 1 (Ep. 90) →2022-06-2221 min

The Wealth Stream PodcastThe Six Power Ratios for Selling Your Business (Ep. 86)Eventually, everyone exits their business. When that time comes, how can you ensure you’re getting the best price possible? What are buyers looking for? In this episode, Tim Scannell runs through the six power ratios that most buyers are going to want to know before they purchase your business. Tim discusses why it’s important to … Continue reading The Six Power Ratios for Selling Your Business (Ep. 86) →2022-04-2023 min

The Wealth Stream PodcastWhat To Do When You Hit Your Freedom Point (Ep.82)We all have a freedom point, and for each of us, that point is different. The freedom point of one person is completely different from the freedom point of another. In this episode, Tim Scannell speaks about what he means when he says ‘freedom point’ and why it is important in retirement. Tim helps you … Continue reading What To Do When You Hit Your Freedom Point (Ep.82) →2022-02-0926 min

The Wealth Stream Podcast80. The Switzerland DiscountAs a business owner, there are three things you don’t want to be overly reliant on when setting up and structuring your business. In this episode, Tim Scannell introduces us to the Switzerland discount, explaining why you want to avoid being Switzerland when it comes to your business. Tim details three things business owners should … Continue reading 80. The Switzerland Discount →2022-01-1222 min

The Wealth Stream Podcast76. Five Key Areas to Consider For the Sandwich GenerationThe sandwich generation are those adults who are raising their kids while also caring for their aging parents. Naturally, this time period comes with a lot of financial responsibility, among other things. In this episode, Tim Scannell aims to help the sandwich generation manage the financial situations of both their family and their parents. Tim … Continue reading 76. Five Key Areas to Consider For the Sandwich Generation →2021-11-1022 min

The Wealth Stream Podcast72. It’s Never Too Early To Build Your Business’s Succession PlanAre you busy serving clients, managing operations, and growing your business? It’s time for you to take a step back and think about your exit strategy—even if it’s still years away. In this episode, Tim Scannell discusses why it is never too early to start your succession planning. Using a detailed client example, Tim explains … Continue reading 72. It’s Never Too Early To Build Your Business’s Succession Plan →2021-09-0827 min

The Wealth Stream Podcast70. 3 Critical Wealth Planning Mistakes Family Business Owners MakeRunning a family business is complex—it’s easy to overlook simple things and then find your business in a complicated scenario. In this episode, Tim Scannell shares three critical wealth planning mistakes he sees family business owners make. Tim walks you through each mistake and provides an example that showcases the types of issues that may … Continue reading 70. 3 Critical Wealth Planning Mistakes Family Business Owners Make →2021-08-1121 min

The Wealth Stream PodcastEpisode 67 – Why Mastermind Groups are Great for Business OwnersBeing a business owner can get lonely. When you want to talk about ideas, it’s better to discuss with your peers.In this episode, Tim Scannell talks all about mastermind groups, shares details about a group he is running, and how mastermind groups come to fruition. Tim explains the process of forming a mastermind group and why he sees so much value in them.Tim discusses:Four things Tim considers when creating a mastermind groupWhy commitment & confidentiality are so important within the groupWhy female CEOs & entrepreneurs often have more issues finding peers they ca...2021-06-3025 min

The Wealth Stream PodcastEpisode 67 – Why Mastermind Groups are Great for Business OwnersBeing a business owner can get lonely. When you want to talk about ideas, it’s better to discuss with your peers. In this episode, Tim Scannell talks all about mastermind groups, shares details about a group he is running, and how mastermind groups come to fruition. Tim explains the process of forming a mastermind group … Continue reading Episode 67 – Why Mastermind Groups are Great for Business Owners →2021-06-3025 min

The Wealth Stream PodcastEpisode 66 – How To Secure Your Financial Future as a Young Person – With Justin McCurdyFinancial planning is important, no matter what stage of life you are in.So as a youth who has just begun accumulating wealth, what are some key financial decisions you need to think about?In this episode, Tim Scannell and Justin McCurdy, associate wealth advisor at Hightower Great Lakes, answer this question. Going through the investment management and advanced planning process, Tim and Justin address the challenges that the next generation might face in managing their finances, and how to deal with them.You will learn:Risk management strategies to suit your...2021-06-1632 min

The Wealth Stream PodcastEpisode 65 – Explore, Learn, and Interact From the Comfort of Your HomeAt a year under lockdown, new and innovative virtual platforms have now made several opportunities accessible from the comfort of your home.We believe that this virtual trend is here to stay.In this episode, Tim Scannell takes a break from the financial planning side of things. Instead, he shares exciting virtual opportunities that he has either experienced firsthand or learned from his clients. Whether it’s traveling, learning, exploring nature, or attending various eating and drinking events – the virtual world has a variety of amazing things to offer.You will learn:How...2021-06-0223 min

The Wealth Stream PodcastEpisode 63 – The Next-Gen Team at Hightower Great Lakes – With Justin McCurdyWe want to be able to serve our clients not just now, but for countless generations that follow.That’s why we focus on preparing a technology-embracing, communication-focused, next-gen team at Hightower Great Lakes.In this episode, Tim Scannell is joined by Justin McCurdy, associate wealth advisor at Hightower Great Lakes. Justin is a critical part of the next-gen team, and today, he discusses his current role at the company, his continuing education as a financial advisor and his long-term vision and goals.You will learn:How Justin’s active involvement during high...2021-05-0526 min

The Wealth Stream PodcastEpisode 62 – How To Minimize the Tax Impact of Your Business SaleWhen you’re planning to sell your business, it’s extremely important to factor in the impact of taxes – both on the federal and the state level. In this episode, Tim Scannell is joined by returning guest John Wiktor, head of the Trusts and Estates Group at HMB Legal Counsel. John dives into the tax-planning side of every business sale, and talks about how you can minimize your state taxes by either changing your residency or through trust planning.You will learn:How the new tax proposal under the Biden administration, if passed, affects your ca...2021-04-2127 min

The Wealth Stream PodcastEpisode 61 – How To Manage the Flood of Emotions That Follows RetirementAre you emotionally prepared to leave your work? Have you thought about the next great adventure you wish to pursue?In this episode, Tim Scannell is joined by a very special guest, his wife, Nancy Scannell, who recently retired from teaching. Nancy discusses the emotional impact of retirement, how she managed to cope with it, and how you can discover your inner passion to help you decide the next step in your life.You will learn:How Nancy overcame the challenges in leaving a job that she really loved Ways to remain strongly connected with pe...2021-04-0725 min

The Wealth Stream PodcastEpisode 61 – How To Manage the Flood of Emotions That Follows RetirementAre you emotionally prepared to leave your work? Have you thought about the next great adventure you wish to pursue? In this episode, Tim Scannell is joined by a very special guest, his wife, Nancy Scannell, who recently retired from teaching. Nancy discusses the emotional impact of retirement, how she managed to cope with it, … Continue reading Episode 61 – How To Manage the Flood of Emotions That Follows Retirement →2021-04-0725 min

The Wealth Stream PodcastEpisode 60 – Want To Retire Early? Think About These Things First!Some people retire early, some at the traditional age of 65, and some keep following their passion even after retirement. But in every scenario, it’s important to plan for it – both financially and emotionally!In this episode, Tim Scannell answers the most frequently asked questions about retirement. He discusses several strategies that help you create a solid parallel path for a time when you’re finally ready to finish work and live your dream retirement.In this episode, you will learn:How to analyze your expected income & expenses, identify cash flow gaps, and effectively addres...2021-03-2427 min

The Wealth Stream PodcastEpisode 59 – 10 Must-Ask Questions to Optimize Your Business ExitDuring COVID, a lot of people needed to take a step back and re-evaluate their business plans. But what is it exactly that you should focus on while planning the future of your business?In this episode, Tim Scannell goes through a list of the 10 most important questions that every business owner should consider while planning their business exit, whether it’s in the near future or several years down the line. He also discusses how you can determine your post-retirement needs, and ways to align your exit strategy with those needs.You will learn:...2021-03-1025 min

The Wealth Stream PodcastEpisode 58 – The Power of Setting Audacious GoalsDo you know what all successful people have in common? They set audacious goals and strongly commit to it.In this episode, Tim Scannell explores the power of aiming towards the highest goal possible and talks about how audacious goals instill an incredible sense of perseverance and focus in you. He also shares several tips on developing a set of activities and intermediate goals that guide you along your journey!You will learn:How to overcome the common mindset that stops most people from setting audacious goalsHow to avoid potential distractions and maintain unwavering...2021-02-2426 min

The Wealth Stream PodcastEpisode 57 – Manage Your Cash Flow Effectively In Seven Simple WaysWealth transfer, wealth protection, and wealth enhancement – all of these aspects have one important component in common –– cash flow!In this episode, Tim Scannell discusses why managing cash flow is critical for your business in the long-term, especially for your exit strategy. Join him as he dives into seven key ways in which it can affect the value of your business.You will learn:How you can ensure a smooth transfer of ownership – internal or externalThe importance of having various employee incentives in placeWays in which stress testing can help you better evaluate your cash flo...2021-02-1030 min

The Wealth Stream PodcastEpisode 56 – Prepare for the Future Through Scenario PlanningDid COVID-19 slow your business down drastically? Although you can never fully prepare for the unexpected, one way you can protect your business is through scenario planning.In this episode, Tim Scannell discusses how scenario planning can be a valuable addition to your business process. He provides a step-by-step guide to evaluate the possible alternative futures, and set your business up to face them if and when they arise.In this episode, you will learn:Effective ways to deal with simple and complex scenario planningWhy scenario planning is important for every company, in every...2021-01-2730 min

The Wealth Stream PodcastEpisode 55 – How to Prepare for the End of Your CareerEventually, everyone will approach the end of their career, but preparing well before it arrives can make the transition a lot easier!In this episode, Tim Scannell talks about an article by Arthur Brooks that provokes the audience to think about the declining phase of their career. He also discusses several ways to help you cope with the decreasing productivity and happiness that may arise as your career approaches an end.In this episode, you will learn:How a reverse bucket list can help you transition smoothly into your retirementThe four stages of life...2021-01-1328 min

The Wealth Stream PodcastEpisode 54 – The State of the Union — Part 2Following our merger to form HighTower Great Lakes two years ago, we have added so many additional services and benefits for our clients!Today, Tim Scannell is back with the second part of his State of the Union mini-series, where he shares why he decided to merge, and how it has enabled him to extend lots of additional benefits to his clients, especially during the ongoing pandemic.In this episode, you will learn:How the merger has increased their operational efficiencies in multiple areasWays the team communicates proactively with clientsHow the “next-gen” team at HGL...2020-12-3029 min

The Wealth Stream PodcastEpisode 53 – The State of the Union Series: Part 1Will working from home become the new normal? In part one of this three-part mini series, Tim Scannell shares some of his best practices when it comes to working remotely, and mentions key takeaways you can incorporate into your daily work life. In this episode, you will learn:Why having the right equipment is necessary when working from homeHow to find or establish your home workspace Why you need to create firm boundariesHow to be transparent with your workflowWhy it’s essential to revisit non-verbal and personal skills And more!Tune in now to...2020-12-1629 min

The Wealth Stream PodcastEpisode 52 – Meet Samantha Pietruszynski, Financial AdvisorHave you ever wondered what goes into relationship management for financial advisors? In this episode, Tim Scannell introduces Samantha Pietruszynski, a financial planner at Hightower Great Lakes, who shares what she does to ensure that her clients feel confident and comfortable in the financial advising relationship. In this episode, you will learn: What Samantha does in her role at Hightower Great Lakes The importance Hightower Great Lakes places on relationship management How Hightower Great Lakes creates a safe space for their clientsAnd more!Tune in now to meet Samantha and learn about her r...2020-12-0225 min

The Wealth Stream PodcastEpisode 51 – Why the Time To Lock in Your Key Management Team Is Now: Part 2Building a successful business begins with building a successful management team. In part two of this mini-series, Tim Scannell continues his discussion of why as business owners it’s crucial to have the right management team. He shares the importance of defining objectives, creating a vision, developing the right skills, and lists the various tools to improve, manage, and assess your key management team. In this episode, you will learn:The seven step process for exit planningWhy you should hire a consultant when building a businessHow to improve management with the tours of dutyThe impo...2020-11-1825 min

The Wealth Stream PodcastEpisode 50 – Why the Time To Lock in Your Key Management Team Is Now: Part 1Do you have a key management team that’s ready to take over your business? In part one of this new mini-series, Tim Scannell talks about what business owners have to lose by not locking in and training successors NOW. Tim shares insights from his experience with finding a key person to take over his business … Continue reading Episode 50 – Why the Time To Lock in Your Key Management Team Is Now: Part 1 →2020-10-2826 min

The Wealth Stream PodcastEpisode 50 – Why the Time To Lock in Your Key Management Team Is Now: Part 1Do you have a key management team that’s ready to take over your business?In part one of this new mini-series, Tim Scannell talks about what business owners have to lose by not locking in and training successors NOW. Tim shares insights from his experience with finding a key person to take over his business and uncovers the risks of doing nothing. You will learn: The differences between succession planning vs exit planningWhy waiting to find your successor is a mistakeHow business owners benefit, now and later, by having a key manag...2020-10-2826 min

The Wealth Stream PodcastEpisode 48 – Choosing the Right ExecutorOne of the greatest gifts you can give to your beneficiaries is by having things all planned and buttoned up. In this episode, Tim Scannell discusses the importance of appointing an executor, why they are so important, what they do and some of the key variables you may want to consider when selecting one. In … Continue reading Episode 48 – Choosing the Right Executor →2020-09-2331 min

The Wealth Stream PodcastEpisode 47- How to Deal with Conflict in Family BusinessGiven COVID-19 lockdown circumstances, families are seeing much more of each other than usual. Have you thought about how this can affect your family business? In this episode, Tim Scannell sheds light on the importance of identifying potential conflicts in the family business, how these conflicts can accelerate and what the potential repercussions of conflicts … Continue reading Episode 47- How to Deal with Conflict in Family Business →2020-08-2728 min

The Wealth Stream PodcastEpisode 46 – Finding Your Advisor Glass SlipperHaving a financial advisor is great but having one who understands and works towards your goals is even better. Tim Scannell reveals the many types of financial advisors available and how each can benefit various financial situations. He discusses the importance of finding someone who fits with your goals and the importance of open communication … Continue reading Episode 46 – Finding Your Advisor Glass Slipper →2020-08-1228 min

The Wealth Stream PodcastEpisode 45 – Using Incentive Programs to Keep Key PeopleThe average person is likely to change careers 5-7 times in their lifetime. As a business owner, what are you doing to ensure your top employees want to stay? In this episode of The Wealth Stream Podcast, Tim Scannell dives into incentive programs and how they help business owners retain key people. In this episode, … Continue reading Episode 45 – Using Incentive Programs to Keep Key People →2020-07-3030 min

The Wealth Stream PodcastEpisode 44 – Seven Steps of Exit Planning Part 2Once you understand the value of your business and your goals for the future – how do you sell your business?In part two of this mini-series, Tim Scannell continues his seven steps of exit planning. He discusses the steps to selling your business once you understand its value and your goals. Tim reveals the taxes added when selling internally and factors you should review when looking at an external sale.In this episode, you will learn:The importance of understanding your business’s valueFactors to consider when selling externallyHow selling internally is taxedThe importance of c...2020-07-2228 min

The Wealth Stream PodcastEpisode 42 – An Entrepreneurial World — Part 2 with Guest Stewart McMillanSo, you’ve built a successful company. What comes next?In part two of this mini-series, Tim Scannell is joined once again by Stewart McMillan, diving further into the world of entrepreneurship and the impact it can have on society. Stewart recounts his experience with his father’s company and the lessons he has learned from it.In this episode, you will learn:How Stewart took over the reins of his father’s companyThe lessons Stewart learned while trying to sell the companyThe importance of innovation for entrepreneursHis advice for future entrepreneursAnd more!Tune...2020-07-0326 min

The Wealth Stream PodcastEpisode 42 – An Entrepreneurial World — Part 2 with Guest Stewart McMillanSo, you’ve built a successful company. What comes next? In part two of this mini-series, Tim Scannell is joined once again by Stewart McMillan, diving further into the world of entrepreneurship and the impact it can have on society. Stewart recounts his experience with his father’s company and the lessons he has learned from it. … Continue reading Episode 42 – An Entrepreneurial World — Part 2 with Guest Stewart McMillan →2020-07-0326 min

The Wealth Stream PodcastEpisode 41- An Entrepreneurial World — Part 1 with Guest Stewart McMillanStarting your own business can be a daunting task. Yet it might just be what the world needs.In part one of this mini-series, Tim Scannell is joined by Stewart McMillan to discuss the impact entrepreneurs will have after COVID-19. Stuart recounts his experiences with his entrepreneurial father and the impact it had on his future within the business and beyond.In this episode, you will learn:How Stuart’s father started a business and the struggles they facedAdvice Stuart has learned over the yearsThe importance of mentoring others who may be earlier in th...2020-07-0125 min

The Wealth Stream PodcastEpisode 41- An Entrepreneurial World — Part 1 with Guest Stewart McMillanStarting your own business can be a daunting task. Yet it might just be what the world needs. In part one of this mini-series, Tim Scannell is joined by Stewart McMillan to discuss the impact entrepreneurs will have after COVID-19. Stuart recounts his experiences with his entrepreneurial father and the impact it had on his … Continue reading Episode 41- An Entrepreneurial World — Part 1 with Guest Stewart McMillan →2020-07-0125 min

The Wealth Stream PodcastEpisode 40: Introducing Susan Gellatly of BenchStrength CoachingWhen it comes to your financial assets, transferring them to the next generation in succession can be a sensitive situation. In this episode of The Wealth Stream Podcast, Tim Scannell is joined by Susan Gellatly of BenchStrength Coaching to discuss methods and strategies for generational wealth transfer. They discuss Susan’s career as a coach and … Continue reading Episode 40: Introducing Susan Gellatly of BenchStrength Coaching →2020-06-2932 min

The Wealth Stream PodcastEpisode 39 — Using Mastermind Groups to Leverage Your SuccessWhether you are a business owner, CEO, financial advisor, or perhaps all three, having a group of like-minded professionals that you can reach out to for support is crucial when it comes to your success.In this episode of the Wealth Stream Podcast, Tim Scannell discusses the ins and outs of mastermind groups. You might be surprised to find that most successful entrepreneurs and advisors are strong advocates of these peer-to-peer mentoring groups. In this episode, you will learn:How to join a mastermind groupHow to find the right group of like-minded professionalsAbout the b...2020-06-2628 min

The Wealth Stream PodcastEpisode 39 — Using Mastermind Groups to Leverage Your SuccessWhether you are a business owner, CEO, financial advisor, or perhaps all three, having a group of like-minded professionals that you can reach out to for support is crucial when it comes to your success. In this episode of the Wealth Stream Podcast, Tim Scannell discusses the ins and outs of mastermind groups. You might … Continue reading Episode 39 — Using Mastermind Groups to Leverage Your Success →2020-06-2628 min

The Wealth Stream PodcastEpisode 38: Advanced Planning with High Net-Worth ClientsWhen it comes to life insurance as an asset, there are a number of ways you can utilize it for your benefit. On this episode of The Wealth Stream Podcast Tim Scannell and special guest Kirk Hill give us the rundown on utilizing life insurance for advanced financial planning. In this episode, you will learn: … Continue reading Episode 38: Advanced Planning with High Net-Worth Clients →2020-06-2430 min

The Wealth Stream PodcastEpisode 37 — Tax Avoidance vs. Tax EvasionDid you know that there is a way to avoid paying taxes that can help you to enhance your wealth and generate cash flow that is supported by the government? In this episode of The Wealth Stream Podcast, Tim Scannell shares his insight into the world of tax planning, including tax avoidance. You’ll be surprised … Continue reading Episode 37 — Tax Avoidance vs. Tax Evasion →2020-06-1027 min

The Wealth Stream PodcastEpisode 36: The Importance of Understanding Your Value — Part TwoAs a business owner, it’s important to understand what drives the value of your business. In this episode of the Wealth Stream Podcast, Tim Scannell returns with part two of his series on value drivers to share how to get the most out of your business when you exit. In this episode, you will learn: … Continue reading Episode 36: The Importance of Understanding Your Value — Part Two →2020-05-2726 min

The Wealth Stream PodcastEpisode 35: The Importance of Knowing Your Value — Part 1Do you know what drives the value of your business? In part one of this miniseries, Tim Scannell explains what value drivers are, and shares how understanding them may be of benefit to you should you choose to sell your business. In this episode, you will learn: The first three value drivers to be aware … Continue reading Episode 35: The Importance of Knowing Your Value — Part 1 →2020-05-1330 min

The Wealth Stream PodcastEpisode 34 – 10 Questions Every Business Owner Should Be AskingWhat is your plan for retirement? Will you lock the doors and close your business on your last day? Have you considered a successor to carry on your legacy? In this episode, Tim Scannell takes us through the top 10 questions as a business owner; your financial team should be asking you, especially as you … Continue reading Episode 34 – 10 Questions Every Business Owner Should Be Asking →2020-04-2927 min

The Wealth Stream PodcastEpisode 33 – Review Your Accounts The SECURE Act is Now Law!Have you considered what kind of impact the SECURE Act is having on your current financial plan? In this episode, Tim Scannell discusses specific areas of the newly approved SECURE Act that may affect you and your portfolio. This is a timely and informative conversation that addresses four areas of concern: wealth enhancement, wealth transfer, … Continue reading Episode 33 – Review Your Accounts The SECURE Act is Now Law! →2020-04-1522 min

The Wealth Stream PodcastEpisode 32 – Answering the Top Questions About Advanced Planning for Your Estate — With John WiktorWhen you eventually pass on your estate to the next generation, do you know if your loved ones will be protected from creditors? In this episode, Tim Scannell is joined by John Wiktor from HMB Legal Counsel to answer the most common questions about advanced planning for estates. Together, Tim and John share experiences and examples from the client accounts they mutually work on.In this episode, you will learn:What the threshold for the “death tax” isHow to make your asset transfer more meaningfulWhat to consider before moving to a no-income-tax state The import...2020-04-0126 min

The Wealth Stream PodcastEpisode 32 – Answering the Top Questions About Advanced Planning for Your Estate — With John WiktorWhen you eventually pass on your estate to the next generation, do you know if your loved ones will be protected from creditors? In this episode, Tim Scannell is joined by John Wiktor from HMB Legal Counsel to answer the most common questions about advanced planning for estates. Together, Tim and John share experiences and … Continue reading Episode 32 – Answering the Top Questions About Advanced Planning for Your Estate — With John Wiktor →2020-04-0126 min

The Wealth Stream PodcastEpisode 31 – How to Be Tax-Efficient With Your Charitable GivingAre you hoping to give more to your favorite charities and save money in taxes at the same time? In this episode, Tim Scannell uncovers strategies that may allow you and the recipients of your generosity to get the best bang for the buck. Contributing straight from your required minimum distribution (RMD) or even donating … Continue reading Episode 31 – How to Be Tax-Efficient With Your Charitable Giving →2020-03-1824 min

The Wealth Stream PodcastEpisode 30 – Exploring the Top Concerns of Commercial-Industry Business OwnersTim Scannell’s clients generally have five primary concerns around wealth preservation, wealth enhancement, wealth protection, charitable giving, and transferring wealth. As it turns out, business owners in the commercial industry are no exception. In this episode, Tim Scannell shares the takeaways from his study that identifies the biggest concerns of family business owners in the commercial industry. In addition to interviewing the owners, Tim captures the perspective of children who work in these businesses as well as CPAs and an attorney. This conversation will give you insight into how these individuals are thinking about finances, what cha...2020-03-0420 min

The Wealth Stream PodcastEpisode 30 – Exploring the Top Concerns of Commercial-Industry Business OwnersTim Scannell’s clients generally have five primary concerns around wealth preservation, wealth enhancement, wealth protection, charitable giving, and transferring wealth. As it turns out, business owners in the commercial industry are no exception. In this episode, Tim Scannell shares the takeaways from his study that identifies the biggest concerns of family business owners in the … Continue reading Episode 30 – Exploring the Top Concerns of Commercial-Industry Business Owners →2020-03-0420 min

The Wealth Stream PodcastEpisode 29 – 6 Signs That Your Kids Are EntrepreneurialAre your children — your heirs — clearly passionate about your business? Do they express their vision for the future? Will they problem-solve their way to prosperity?In this episode, Tim Scannell uncovers six traits that entrepreneurial kids tend to possess. Using examples from his own life and that of his clients, Tim shows you how to prepare your children for success, especially if they are showing the true traits of being entrepreneurial. In this episode, you will learn:How to properly prepare your heirs to receive wealthWhat the six traits of an entrepreneur are and how t...2020-02-1928 min

The Wealth Stream PodcastEpisode 29 – 6 Signs That Your Kids Are EntrepreneurialAre your children — your heirs — clearly passionate about your business? Do they express their vision for the future? Will they problem-solve their way to prosperity? In this episode, Tim Scannell uncovers six traits that entrepreneurial kids tend to possess. Using examples from his own life and that of his clients, Tim shows you … Continue reading Episode 29 – 6 Signs That Your Kids Are Entrepreneurial →2020-02-1928 min

The Wealth Stream PodcastEpisode 28 – Start Living in Your Optimal Financial WorldWouldn’t it be great to have the confidence of knowing your wealth is preserved, your assets are protected, or even that the next generation is equipped to manage their wealth?In this episode, Tim Scannell discusses how entrepreneurial business owners, even with the most complicated financial situations, can achieve their optimal financial world. Listen in as Tim walks you through questions that will test your knowledge of your business and personal finances with the purpose of uncovering how you can improve and live more optimally.In this episode, you will learn:How the se...2020-02-0527 min

The Wealth Stream PodcastEpisode 27 – 3 Keys to Wealth Protection That Every High-Earner Should KnowEveryone wants to protect their wealth, no question about it. But have you considered that if you’re a high-income earner, you’re more vulnerable to litigation?In this episode, Tim Scannell unwraps strategies for shielding your wealth, with a special focus on asset protection strategies. This is a must-listen conversation in which Tim walks you through three takeaways that not enough high-earners know while sharing client-examples along the way. In this episode, you will learn:Which question Tim asks his clients first about their risk and whyWho to include in your team of profe...2020-01-2228 min

The Wealth Stream PodcastEpisode 27 – 3 Keys to Wealth Protection That Every High-Earner Should KnowEveryone wants to protect their wealth, no question about it. But have you considered that if you’re a high-income earner, you’re more vulnerable to litigation? In this episode, Tim Scannell unwraps strategies for shielding your wealth, with a special focus on asset protection strategies. This is a must-listen conversation in which Tim walks you through … Continue reading Episode 27 – 3 Keys to Wealth Protection That Every High-Earner Should Know →2020-01-2228 min

The Wealth Stream PodcastEpisode 25 — How to Stay One Step Ahead With Cybersecurity — With Sarah KhanProtecting client data is of great importance to the HighTower Great Lakes team. That’s why they’ve enlisted Sarah Khan to help protect clients and advisors from digital threats.Today, Tim Scannell is joined by Sarah, HighTower’s chief information and security officer, to explore how she works behind the scenes to protect clients. Sarah also shares steps you can take today to keep yourself and your information safe.In this episode, you’ll learn:About Sarah’s role at HighTower Great Lakes and how it benefits clientsHow Sarah and her team ensure that clien...2019-12-3028 min

The Wealth Stream PodcastEpisode 23 – The Wealth Management Process: Part 2Once you’ve finished the discovery part of HighTower Great Lake’s wealth management process, it’s time to dive into planning.In part two of his mini-series, Tim Scannell gives you an exclusive preview of how the wealth management process unfolds across the next four meetings. This is your chance to explore the process and find out how you could benefit from Tim’s thorough, client-centric approach. In this episode, you will learn:Which types of analyses are done during the investment plan meetingWhat the purpose of the mutual commitment meeting isHow all new docume...2019-12-1125 min

The Wealth Stream PodcastEpisode 22 – The Wealth Management Process: Part 1Get ready for a tour of HighTower’s process that addresses clients’ advanced planning needs!In today’s episode, Tim Scannell discusses the wealth management process at HighTower Great Lakes. He sheds light on how he gets to know clients during the first stage called the discovery process and which types of information he is most interested in gathering. In this episode, you will learn:What the wealth management process looks like at HighTower Great LakesThe different aspects covered in the wealth management process The kinds of information gathered during the discovery processThe main prioriti...2019-11-2729 min

The Wealth Stream PodcastEpisode 20 – Return on Life Part 3: Planning For Life’s TransitionsHow do you plan for a life transition that you don’t see coming? In today’s episode, Tim Scannell shares how he helps clients plan for life transitions that can be anticipated and ones that can occur suddenly. He takes us through the major categories that are covered during the planning process at HighTower Great Lakes. In this episode, you’ll learn: How Tim helps clients prepare for life’s big transitions Examples of anticipated and unanticipated life events About the six lifeline categories that the Return On Life process covers How to plan for sudden job loss How...2019-10-3028 min

The Wealth Stream PodcastEpisode 18 – Return on Life Part 2: Using Your Money to Improve Your LifeWhen you only focus on rate of return, you’re focusing on the future. But it’s possible that you’re not spending money to enhance your life today. In today’s episode, Tim Scannell tells you about the survey he and his team use to measure satisfaction in three areas: well-being, progress, and freedom. Listen in as Tim explains each area and how the experience of taking this survey can help you enhance your life.In this episode, you’ll learn:About the survey used at HighTower Great Lakes to measure satisfaction in key areas of...2019-10-0226 min

The Wealth Stream PodcastEpisode 18 – Return on Life Part 2: Using Your Money to Improve Your LifeWhen you only focus on rate of return, you’re focusing on the future. But it’s possible that you’re not spending money to enhance your life today. In today’s episode, Tim Scannell tells you about the survey he and his team use to measure satisfaction in three areas: well-being, progress, and freedom. Listen in as Tim … Continue reading Episode 18 – Return on Life Part 2: Using Your Money to Improve Your Life →2019-10-0226 min

The Wealth Stream PodcastEpisode 17 – Return on Life: Part 1Are you overly concerned with your return on investment? Well, it turns out that there are more life-altering factors to consider than ROI. In today’s episode, Tim Scannell introduces a perspective-changing approach called “return on life.” He explains how this process differs from a return-on-investment focus and explains why ROI is only one part of the equation.In today’s episode, you will learnWhy focusing only on ROI is problematicWhat it means to change the conversation from return on investment to return on lifeThe three key areas that the return on life process f...2019-09-1826 min

The Wealth Stream PodcastEpisode 16 – Family Office Services Part 2: Making Life EasierWould family office services make your life easier? If so, what is the first step to getting started?In part two of his mini-series, Tim Scannell explores these questions and talks about which tasks clients are most excited to hand over to his family office service.In this episode, you’ll learn:Some of the most common services families seek out within the family office servicesAbout the different functions of a single family office versus multi-family office servicesWhat having a virtual family office involvesHow Tim helps families in emotionally difficult situations make decisions for fa...2019-09-0421 min

The Wealth Stream PodcastEpisode 12 – Advanced Planning Part 1: Preparing Beneficiaries and Prenuptial AgreementsChange is inevitable and the way we deal with it can have a far-reaching impact on our lives. According to Tim Scannell, this is where advanced planning comes in.In part one of his mini-series, Tim discusses how advanced planning can help prevent future problems that usually arise from four tough situations. Tim offers guidelines in today’s episode to help you handle two of these scenarios: preparing beneficiaries who have special needs and navigating prenuptial agreements.In this episode, you’ll learn:The meaning of advanced planningWhy it’s important to gather information in the...2019-07-1027 min

The Wealth Stream PodcastEpisode 12 – Advanced Planning Part 1: Preparing Beneficiaries and Prenuptial AgreementsChange is inevitable and the way we deal with it can have a far-reaching impact on our lives. According to Tim Scannell, this is where advanced planning comes in. In part one of his mini-series, Tim discusses how advanced planning can help prevent future problems that usually arise from four tough situations. Tim offers guidelines … Continue reading Episode 12 – Advanced Planning Part 1: Preparing Beneficiaries and Prenuptial Agreements →2019-07-1027 min

The Wealth Stream PodcastEpisode 11 – The Softer Side of Planning: Downsizing and RetirementDo you know about the softer side of financial planning?Planning isn’t all about conducting technical quantitative analyses. In fact, Tim Scannell and his team spend half of their time helping clients with more subtle planning items, called “transition points.”Today, Tim explains how you can prepare for two major transition points—downsizing and retirement.In this episode, you’ll learn:About HighTower Great Lakes’ unique approach to financial planning that additionally focuses on transition pointsWhat the common examples of transition points areAbout popular downsizing-misconceptionsHow Tim Scannell helps clients’ parents downsizeAbout Tim and his wife...2019-06-2622 min

The Wealth Stream PodcastEpisode 11 – The Softer Side of Planning: Downsizing and RetirementDo you know about the softer side of financial planning? Planning isn’t all about conducting technical quantitative analyses. In fact, Tim Scannell and his team spend half of their time helping clients with more subtle planning items, called “transition points.” Today, Tim explains how you can prepare for two major transition points—downsizing and retirement. In … Continue reading Episode 11 – The Softer Side of Planning: Downsizing and Retirement →2019-06-2622 min

The Wealth Stream PodcastEpisode 8 – What is a Lifelong Learning Plan?What role does a lifelong learning plan play in multi-generational wealth transfer?Tim Scannell is picking up from where he left off in his previous episode on multi-generational family meetings. Today, Tim talks about the importance of having a lifelong learning plan, what the plan entails, and how it can help families during wealth transitions.In this episode, you’ll learn:About the role of a lifelong learning plan in transferring wealth between generationsWhy it’s beneficial for families to create a lifelong learning planThe #1 concern that clients have during generational wealth transition planningFactors to c...2019-05-1527 min

The Wealth Stream PodcastEpisode 8 – What is a Lifelong Learning Plan?What role does a lifelong learning plan play in multi-generational wealth transfer? Tim Scannell is picking up from where he left off in his previous episode on multi-generational family meetings. Today, Tim talks about the importance of having a lifelong learning plan, what the plan entails, and how it can help families during wealth transitions. … Continue reading Episode 8 – What is a Lifelong Learning Plan? →2019-05-1527 min

The Wealth Stream PodcastEpisode 7 – Multigenerational Family MeetingsDo you know how to prepare for the successful transition of family wealth?You’re about to find out.In today’s episode, Tim Scannell discusses a powerful tool that helps families pass on their legacy to their heirs—family meetings.Here’s what you’ll learn about in today’s episode:The primary goals of multigenerational family meetingsTim’s approach to introducing his clients to the concept of family meetingsThe importance of transferring wealth as well as the history behind the wealthHow Tim conducts a multigenerational meeting from start to finishWhat a lifelong lea...2019-05-0123 min

The Wealth Stream PodcastEpisode 7 – Multigenerational Family MeetingsDo you know how to prepare for the successful transition of family wealth? You’re about to find out. In today’s episode, Tim Scannell discusses a powerful tool that helps families pass on their legacy to their heirs—family meetings. Here’s what you’ll learn about in today’s episode: The primary goals of multigenerational family meetings Tim’s approach … Continue reading Episode 7 – Multigenerational Family Meetings →2019-05-0123 min

The Wealth Stream PodcastEpisode 6 – How to Leave a Legacy through Charitable Giving and PhilanthropyPreparing to transfer your wealth to the next generation is important, but it’s also important to consider how philanthropy can help prepare the next generation to receive your wealth.In this episode of the Wealth Stream podcast, Tim Scannell of HighTower Great Lakes shares how he and his team encourage clients to engage their families in their philanthropic legacy giving.In this episode, you’ll learn:How protecting a family brand is equally as important as protecting financial assetsHow philanthropy helps open up the conversation about money and saving with children and grandchildrenWhy you...2019-04-1724 min

The Wealth Stream PodcastEpisode 5 – Looking Downstream: Part 4So, you’ve sold the family business — now what?In part four of Tim Scannell’s Looking Downstream mini-series, Tim discusses the way his team helps clients protect their funds for generations to come.In this episode you’ll learn:The way that HighTower Great Lakes protects clients’ wealthWhy HighTower Great Lakes definition of wealth encapsulates so much more than financial assetsTim’s process for multi-generational family meetingsThe importance of focusing on transition points in life — and being prepared for positives and negatives that come from thoseAnd more!Tune in now to learn how you...2019-04-0326 min

The Wealth Stream PodcastEpisode 5 – Looking Downstream: Part 4So, you’ve sold the family business — now what? In part four of Tim Scannell’s Looking Downstream mini-series, Tim discusses the way his team helps clients protect their funds for generations to come. In this episode you’ll learn: The way that HighTower Great Lakes protects clients’ wealth Why HighTower Great Lakes definition of wealth encapsulates … Continue reading Episode 5 – Looking Downstream: Part 4 →2019-04-0326 min

The Wealth Stream PodcastEpisode 4 – Looking Downstream: Part 3When exiting your business, it can be difficult to anticipate what to expect when dealing with potential buyers.Luckily, Tim Scannell is here to help! In part three of his mini-series on navigating the selling of your business, Tim helps you prepare to enter the marketplace and present your business to potential buyers.In this episode, you’ll learn:What buyers want to know before they purchase your businessHow Tim helps business owners find buyers that will carry on the business’ culture and valuesWhat your team resumé includes and why it will matter to poten...2019-03-2024 min

The Wealth Stream PodcastEpisode 4 – Looking Downstream: Part 3When exiting your business, it can be difficult to anticipate what to expect when dealing with potential buyers. Luckily, Tim Scannell is here to help! In part three of his mini-series on navigating the selling of your business, Tim helps you prepare to enter the marketplace and present your business to potential buyers. In this … Continue reading Episode 4 – Looking Downstream: Part 3 →2019-03-2024 min

The Wealth Stream PodcastEpisode 2 – Looking Downstream: Part 1Fly fishing and generational wealth planning have more in common than one might think, according to Tim Scannell.In part one of his five-part series, Tim explains why he encourages clients to “look downstream” to create generational financial plans that build wealth far into the future.In this episode, you will learn:Why Tim strategically helps clients focus on their long-term planning in financeAbout the importance of building the right team to execute the client’s goals, rather than defaulting to the team that’s been around the longestAbout Tim’s experience with building a standout t...2019-02-2023 min

The Wealth Stream PodcastEpisode 2 – Looking Downstream: Part 1Fly fishing and generational wealth planning have more in common than one might think, according to Tim Scannell. In part one of his five-part series, Tim explains why he encourages clients to “look downstream” to create generational financial plans that build wealth far into the future. In this episode, you will learn: Why Tim strategically … Continue reading Episode 2 – Looking Downstream: Part 1 →2019-02-2023 min

The Wealth Stream PodcastEpisode 1 – Meet Tim Scannell, Managing Director of HighTower Great LakesIn this premiere episode, you’ll meet Tim Scannell, the managing director and partner at High Tower Great Lakes Wealth Management. Tim is a Chartered Professional Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.Tim works with entrepreneurs and business professionals to proactively plan for their financial futures. He helps his clients set financial goals that launch them on the path to success.In this episode, you will learn:Why Tim chooses to work mostly with family-owned businessesHow High Tower Great Lakes Wealth Management remains active in the communityThe importance of “transition points” in building lifelong we...2019-02-0115 min

The Wealth Stream PodcastEpisode 1 – Meet Tim Scannell, Managing Director of HighTower Great LakesIn this premiere episode, you’ll meet Tim Scannell, the managing director and partner at High Tower Great Lakes Wealth Management. Tim is a Chartered Professional Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. Tim works with entrepreneurs and business professionals to proactively plan for their financial futures. He helps his clients set financial goals that launch … Continue reading Episode 1 – Meet Tim Scannell, Managing Director of HighTower Great Lakes →2019-02-0115 min