The Wealth Stream Podcast

The Wealth Stream Podcast


Latest Episodes

Episode 34 – 10 Questions Every Business Owner Should Be Asking
April 29, 2020

What 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 f...

Episode 33 – Review Your Accounts The SECURE Act is Now Law!
April 15, 2020

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.

Episode 32 – Answering the Top Questions About Advanced Planning for Your Estate — With John Wiktor
April 01, 2020

When 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 ad...

Episode 31 – How to Be Tax-Efficient With Your Charitable Giving
March 18, 2020

Are 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.

Episode 30 – Exploring the Top Concerns of Commercial-Industry Business Owners
March 04, 2020

Tim 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.

Episode 29 – 6 Signs That Your Kids Are Entrepreneurial
February 19, 2020

Are 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 p...

Episode 28 – Start Living in Your Optimal Financial World
February 05, 2020

Wouldn’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...

Episode 27 – 3 Keys to Wealth Protection That Every High-Earner Should Know
January 22, 2020

Everyone 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,

Episode 26 – 4 Ways the Super Rich Manage Their Wealth
January 08, 2020

What separates the rich from the not-so-rich?  In this episode, Tim Scannell uncovers the answers by sharing four major things the super-rich do to manage, grow, and protect their wealth. He also shares how the HighTower Great Lakes team helps their cl...

Episode 25 — How to Stay One Step Ahead With Cybersecurity — With Sarah Khan
December 30, 2019

Protecting 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,