The Wealth Stream Podcast

The Wealth Stream Podcast


Latest Episodes

Episode 54 – The State of the Union — Part 2
December 30, 2020

Following 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,

Episode 53 – The State of the Union Series: Part 1
December 16, 2020

Will 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.

Episode 52 – Meet Samantha Pietruszynski, Financial Advisor
December 02, 2020

Have 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 fe...

Episode 51 – Why the Time To Lock in Your Key Management Team Is Now: Part 2
November 18, 2020

Building 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.

Episode 50 – Why the Time To Lock in Your Key Management Team Is Now: Part 1
October 28, 2020

Do 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.

Episode 49 – Why a Valuation Analyst Is Critical for Planning – With Guest Greg Clark
October 07, 2020

Do you know how to generate the greatest value for your business?  In this episode, Tim Scannell is joined by Greg Clark, a certified valuation analyst, CVA and a CPA. Together they discuss the benefits of acquiring the services of a valuation analyst,...

Episode 48 – Choosing the Right Executor
September 23, 2020

One 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,

Episode 47- How to Deal with Conflict in Family Business
August 27, 2020

Given 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 conflic...

Episode 46 – Finding Your Advisor Glass Slipper
August 12, 2020

Having 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.

Episode 45 – Using Incentive Programs to Keep Key People
July 30, 2020

The 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 ...