Setting up a special needs trust for your child with special needs is always a tough conversation to have. But having that conversation in the first place goes a long way in easing stress about the future. In this episode, Tim Scannell is joined by Keith Wolak, an attorney and Certified Public Accountant at Hoeppner …
Many people share similar concerns about their finances, like ensuring you have enough money to meet all your monthly needs, and ensuring you have enough money to retire comfortably. But what about the wealthy? Are there specific financial concerns that only pertain to them? In this episode, Tim Scannell looks at five financial concerns he …
Are you busy serving clients, managing operations, and growing your business? It’s time for you to take a step back and think about your exit strategy—even if it’s still years away. In this episode, Tim Scannell discusses why it is never too early to start your succession planning. Using a detailed client example, Tim explains …
When experiencing economic downturns or just shifts in the market, it’s important to not allow emotions to run your decision making. In this episode, Tim Scannell introduces listeners to Donald Stellin, a financial advisor for Hightower Great Lakes. Don shares his love for not only helping his clients achieve their financial goals, but also his …
Running a family business is complex—it’s easy to overlook simple things and then find your business in a complicated scenario. In this episode, Tim Scannell shares three critical wealth planning mistakes he sees family business owners make. Tim walks you through each mistake and provides an example that showcases the types of issues that may …
Samantha Pietruszynski is in the hot seat today, she’s kicked Tim out of the interview chair! She is an associate wealth advisor for Hightower Great Lakes and she has brought along Wesley Barnes, Chief Operating Officer of Hightower Great Lakes. In this episode, Samantha introduces us to Wes, we learn about his journey to becoming …
Policy changes can affect numerous things, and for Blair Anderson, knowing everything there is to know is something he strives to be on top of when those changes happen. In this episode, Tim Scannell introduces listeners to Blair Anderson, CEO and partner at Hightower Great Lakes. Blair shares a bit about his history as an …
Being a business owner can get lonely. When you want to talk about ideas, it’s better to discuss with your peers. In this episode, Tim Scannell talks all about mastermind groups, shares details about a group he is running, and how mastermind groups come to fruition. Tim explains the process of forming a mastermind group …
Financial planning is important, no matter what stage of life you are in. So as a youth who has just begun accumulating wealth, what are some key financial decisions you need to think about? In this episode, Tim Scannell and Justin McCurdy, associate wealth advisor at Hightower Great Lakes, answer this question. Going through the …
At a year under lockdown, new and innovative virtual platforms have now made several opportunities accessible from the comfort of your home. We believe that this virtual trend is here to stay. In this episode, Tim Scannell takes a break from the financial planning side of things. Instead, he shares exciting virtual opportunities that he …