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When it comes to your financial assets, transferring them to the next generation in succession can be a sensitive situation. 

In this episode of The Wealth Stream Podcast, Tim Scannell is joined by Susan Gellatly of BenchStrength Coaching to discuss methods and strategies for generational wealth transfer. They discuss Susan’s career as a coach and how she has helped young women navigate the corporate world.

In this episode, you will learn:

• What relationship management is and how it can be used to achieve greater success with clients
• How to effectively transfer wealth and assets where multiple parties are involved
• How Susan has helped coach young women to become successful future leaders in the corporate world through her company
• How she became a successful coach and what led her to open up her own firm
• And more!

Join us to learn about generational wealth transfer!

Resources:  HighTower Great Lakes | BenchStrength Coaching

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Whether you are a business owner, CEO, financial advisor, or perhaps all three, having a group of like-minded professionals that you can reach out to for support is crucial when it comes to your success.

In this episode of the Wealth Stream Podcast, Tim Scannell discusses the ins and outs of mastermind groups. You might be surprised to find that most successful entrepreneurs and advisors are strong advocates of these peer-to-peer mentoring groups. 

In this episode, you will learn:

• How to join a mastermind group
• How to find the right group of like-minded professionals
• About the benefits of belonging to a mastermind group
• Why Tim prefers smaller mastermind groups
• And more!

Tune in now to consider what you could gain by joining a mastermind group.

Resources: HighTower Great Lakes: (219) 246-5370 

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When it comes to life insurance as an asset, there are a number of ways you can utilize it for your benefit. 

On this episode of The Wealth Stream Podcast Tim Scannell and special guest Kirk Hill give us the rundown on utilizing life insurance for advanced financial planning. 

In this episode, you will learn:

• Appropriate and inappropriate uses for life insurance
• How investment in long term care has evolved 
• The best time to purchase insurance given the current circumstances
• How low interest rates are affecting business during the current global situation
• And more!

Join us to learn about advanced planning techniques and how changes in tax law and interest rates may affect you.

Resources:  HighTower Great Lakes: (219) 246-5370 

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Did you know that there is a way to avoid paying taxes that can help you to enhance your wealth and generate cash flow that is supported by the government?

In this episode of The Wealth Stream Podcast, Tim Scannell shares his insight into the world of tax planning, including tax avoidance. You’ll be surprised to know how much money you could potentially be saving.

In this episode, you will learn:

• What tax avoidance is and how it differs from tax evasion
• What an opportunity zone credit is
• Why having a Roth IRA may be particularly beneficial for younger people
• New tax laws and how those changes may affect you.
• And much more!

Join us now to learn about tax avoidance and the ways you can utilize it to protect your wealth.

Resources:  HighTower Great Lakes