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Do 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 points
• What the common examples of transition points are
• About popular downsizing-misconceptions
• How Tim Scannell helps clients’ parents downsize
• About Tim and his wife’s experience with using a five-focused checklist when they downsized

Join Tim now to learn what goes into the process of downsizing and how he can help you through it!

Resources:  HighTower Great Lakes

 

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There are many terms used in the financial industry, and differentiating between similar ones can be confusing. Do you know the difference between a “fiduciary” and a “broker”?

Today, Tim Scannell answers that very question. Not only that, but he also gives insight into how the fiduciary process works, particularly at Hightower Great Lakes.

In this episode, you’ll learn:

• The key differences between brokers and fiduciaries
• Why the fiduciary process can be compared to that of a dietitian
• The fee structure of a fiduciary versus a broker
• How the fiduciary process at Hightower Great Lakes operates
• And more!

Tune in now to learn about the benefits of having a fiduciary on your side!

Resources:  HighTower Great Lakes | HighTower Whiteboard Animation: Brokers vs. Fiduciaries