Month: March 2022

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Having the “Parent Talk” (Ep. 85)

Having the “Parent Talk” (Ep. 85)

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People don’t like to talk about death and people don’t like to talk about money—and people really don’t like to talk about these things with their parents.

However, sometimes the most important conversations are the ones that are the hardest to have. 

In this episode, Samantha Pietruszynski discusses how to approach having “the talk” with your parents and highlights the benefits of addressing it early and frequently to ensure that if unfortunate circumstances arise, you and your loved ones will have the time to grieve, not stress.

Samantha discuss:

  • The importance of having the talk with your parents
  • Key strategies for having the conversation
  • How to navigate family dynamics when planning
  • And more

Connect With Samantha Pietruszynski

Connect With Tim Scannell:

About Samantha: 

Samantha Pietruszynski is a Wealth Advisor at Hightower Great Lakes, where she positively impacts clients and their families both emotionally and financially by putting personalized plans in place to promote security. Samantha helps her clients feel empowered with the financial confidence and resources they need to achieve financial independence.

Samantha earned her Bachelor of the Arts degree in Finance and Accounting from the Francis J. Noonan School of Business at Loras College. She holds the Series 7 license, Series 66 license, Indiana life and health insurance licenses, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

 

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Four Ways to Plan for Parenthood (Ep. 84)

Four Ways to Plan for Parenthood (Ep. 84)

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Parenthood is a huge step filled with many unknowns. And if you start to consider the financial uncertainty that comes with parenthood, it can start to feel extremely overwhelming. Luckily, it doesn’t have to be! 

In this episode, Justin McCurdy, co-worker of Tim Scannell, walks through four key areas where you can plan for parenthood to erase uncertainty and alleviate stress.

Justin discusses:

  • Navigating employer benefits 
  • Planning your cash flows for child care
  • Finding the best life insurance plan for you
  • Education savings and planning for your child’s success
  • And more

Connect With Tim Scannell:

Connect With Justin McCurdy

About Our Guest:

Justin McCurdy is a Wealth Advisor at Hightower Great Lakes, where he advises clients on all aspects of financial planning including investments, retirement, college funding, budgeting, tax, estate, and life insurance. Justin is a key contributor to the development of personalized plans for each of our valued clients and their families.

Justin earned his Bachelor of Business Administration degree in Management Consulting and Economics from the University of Notre Dame. He holds the Series 7 license, Series 66 license, Indiana life and health insurance licenses, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

Justin and his wife Heather live in Valparaiso, Indiana with their triplets Owen, Mia, and Everett. Justin enjoys cooking and baking, often bringing treats to the office. He is teaching his kids to root for Notre Dame football.