The Wealth Stream Podcast
Latest Episodes
Episode 24 – An Inside Look at the Investment Process — With Steve Billimack CIMA®, CAIA®, AIF®
HighTower Great Lakes has a highly certified and diverse team of professionals — including Steve Billimack. When serving high-net-worth clients, the core of HighTower Great Lakes’ planning always boils down to investment consulting.
Episode 23 – The Wealth Management Process: Part 2
Once 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 acros...
Episode 22 – The Wealth Management Process: Part 1
Get 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 fir...
Episode 21 – Cash Balance Plans Explained — With Mary Stines
Are you looking for a way to ease your tax bill and attract employees to your company? In this episode, Tim Scannell interviews special guest Mary Stines of Crowe LLP. Mary uses her immense knowledge of taxation and years of experience to answer all o...
Episode 20 – Return on Life Part 3: Planning For Life’s Transitions
How 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.
Episode 19 – The Power of the Pen to Leave a Legacy
Did you know that the pen is mightier than the sword? The power of the pen is eternal, which means that thinking and communication can greatly impact people’s lives. In this episode, Tim Scannell discusses how writing is the key to preserving your his...
Episode 18 – Return on Life Part 2: Using Your Money to Improve Your Life
When 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 ...
Episode 17 – Return on Life: Part 1
Are 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.
Episode 16 – Family Office Services Part 2: Making Life Easier
Would 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 ...
Episode 15 – What You Didn’t Know About Family Office Services
In what instances would you need family office services? There are straightforward situations and then there aren’t. The latter is where family office services come in. Today, Tim introduces the family office services at HighTower Great Lakes and expla...