Month: November 2019

BB Feature Image
Episode 22 – The Wealth Management Process: Part 1

Episode 22 – The Wealth Management Process: Part 1

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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 first stage called the discovery process and which types of information he is most interested in gathering. 

In this episode, you will learn:

  • What the wealth management process looks like at HighTower Great Lakes
  • The different aspects covered in the wealth management process 
  • The kinds of information gathered during the discovery process
  • The main priorities covered with each client during the discovery process
  • About different types of client personalities (e.g. The Family Steward, The Independent, etc.)
  • And more!

Tune in to learn how Tim and his team get to know their clients during the first stage of the wealth management process.

Resources:   HighTower Great Lakes 

BB Feature Image
Episode 21 – Cash Balance Plans Explained — With Mary Stines

Episode 21 – Cash Balance Plans Explained — With Mary Stines

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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 of your questions about cash balance plans (CBPs). She even provides highlights from a real-life example of how a company has benefitted from this type of plan.

In this episode, you will learn:

  • What a cash balance plan is
  • Whether a CBP will work with your current 401(k) plan
  • Whether there are restrictions or limits for CBP contributions
  • As a company owner, what you need to be aware of regarding CBP
  • And more!

Tune in now and learn about cash balance plans — their benefits to you may be worth more than you know.

Resources:   HighTower Great Lakes: (219) 246-5370 | Mary Stines: (574) 239-7824