Month: October 2019

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Episode 20 – Return on Life Part 3: Planning For Life’s Transitions

Episode 20 – Return on Life Part 3: Planning For Life’s Transitions

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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. He takes us through the major categories that are covered during the planning process at HighTower Great Lakes. 

In this episode, you’ll learn:

  • How Tim helps clients prepare for life’s big transitions
  • Examples of anticipated and unanticipated life events
  • About the six lifeline categories that the Return On Life process covers
  • How to plan for sudden job loss
  • How Tim helps clients transfer their philanthropic habits to future generations

Tune in to learn how Tim and his HighTower Great Lakes team can help you prepare for life’s big transitions.

Resources:  HighTower Great Lakes | Episode 18 – Return on Life Part 2: Using Your Money to Improve Your Life

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Episode 19 – The Power of the Pen to Leave a Legacy

Episode 19 – The Power of the Pen to Leave a Legacy

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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 history and legacy.  

In this episode, you will learn:

  • How good communication works to create transparency, which helps other generations understand the value of their inheritance
  • Which tools are used to pass the legacy to the next generation
  • How writing and recording stories makes a difference
  • Key things that you should know about writing and choosing your audience
  • And more!

Tune in and learn how to start writing to preserve your history and legacy! 

Resources:   HighTower Great Lakes | Scribe | Tucker Max | The 7 Habits of Highly Effective People by Stephen Covey

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Episode 18 – Return on Life Part 2: Using Your Money to Improve Your Life

Episode 18 – Return on Life Part 2: Using Your Money to Improve Your Life

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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 in three areas: well-being, progress, and freedom. Listen in as Tim explains each area and how the experience of taking this survey can help you enhance your life.

In this episode, you’ll learn:

  • About the survey used at HighTower Great Lakes to measure satisfaction in key areas of life
  • An overview of the three major sections that make up the satisfaction survey
  • About rates of return you’ve never heard of and why they matter
  • The importance of reinvesting in further education
  • The role that philanthropy can play in your overall well-being
  • And more!

Tune in to learn about the satisfaction survey and find out how you can fill one out!

Resources:  HighTower Great Lakes | Episode 17 – Return on Life: Part 1 | Satisfaction Survey