The Wealth Stream Podcast

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More