Episode 64 – Can You Afford a Pet? – With Samantha Pietruszynski

Episode 64 – Can You Afford a Pet? – With Samantha Pietruszynski

Have you heard of the “pandemic puppy?” The pet adoption rates saw a sharp spike during COVID-19. After all, a furry friend would make the lockdown less lonely, right? But – owning a pet comes with several financial responsibilities! In this episode, Samantha Pietruszynski, an associate wealth advisor at Hightower Great Lakes, helps you navigate …

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Episode 63 – The Next-Gen Team at Hightower Great Lakes – With Justin McCurdy

Episode 63 – The Next-Gen Team at Hightower Great Lakes – With Justin McCurdy

We want to be able to serve our clients not just now, but for countless generations that follow. That’s why we focus on preparing a technology-embracing, communication-focused, next-gen team at Hightower Great Lakes. In this episode, Tim Scannell is joined by Justin McCurdy, associate wealth advisor at Hightower Great Lakes. Justin is a critical part …

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Episode 62 – How To Minimize the Tax Impact of Your Business Sale

Episode 62 – How To Minimize the Tax Impact of Your Business Sale

When you’re planning to sell your business, it’s extremely important to factor in the impact of taxes – both on the federal and the state level.  In this episode, Tim Scannell is joined by returning guest John Wiktor, head of the Trusts and Estates Group at HMB Legal Counsel. John dives into the tax-planning side …

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Episode 61 – How To Manage the Flood of Emotions That Follows Retirement

Episode 61 – How To Manage the Flood of Emotions That Follows Retirement

Are you emotionally prepared to leave your work? Have you thought about the next great adventure you wish to pursue? In this episode, Tim Scannell is joined by a very special guest, his wife, Nancy Scannell, who recently retired from teaching. Nancy discusses the emotional impact of retirement, how she managed to cope with it, …

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Episode 60 – Want To Retire Early? Think About These Things First!

Episode 60 – Want To Retire Early? Think About These Things First!

Some people retire early, some at the traditional age of 65, and some keep following their passion even after retirement. But in every scenario, it’s important to plan for it – both financially and emotionally! In this episode, Tim Scannell answers the most frequently asked questions about retirement. He discusses several strategies that help you …

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Episode 59 – 10 Must-Ask Questions to Optimize Your Business Exit

Episode 59 – 10 Must-Ask Questions to Optimize Your Business Exit

During COVID, a lot of people needed to take a step back and re-evaluate their business plans. But what is it exactly that you should focus on while planning the future of your business? In this episode, Tim Scannell goes through a list of the 10 most important questions that every business owner should consider …

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Episode 58 – The Power of Setting Audacious Goals

Episode 58 – The Power of Setting Audacious Goals

Do you know what all successful people have in common? They set audacious goals and strongly commit to it. In this episode, Tim Scannell explores the power of aiming towards the highest goal possible and talks about how audacious goals instill an incredible sense of perseverance and focus in you. He also shares several tips …

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Episode 57 – Manage Your Cash Flow Effectively In Seven Simple Ways

Episode 57 – Manage Your Cash Flow Effectively In Seven Simple Ways

Wealth transfer, wealth protection, and wealth enhancement – all of these aspects have one important component in common –– cash flow! In this episode, Tim Scannell discusses why managing cash flow is critical for your business in the long-term, especially for your exit strategy. Join him as he dives into seven key ways in which …

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Episode 56 – Prepare for the Future Through Scenario Planning

Episode 56 – Prepare for the Future Through Scenario Planning

Did COVID-19 slow your business down drastically? Although you can never fully prepare for the unexpected, one way you can protect your business is through scenario planning. In this episode, Tim Scannell discusses how scenario planning can be a valuable addition to your business process. He provides a step-by-step guide to evaluate the possible alternative …

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Episode 55 – How to Prepare for the End of Your Career

Episode 55 – How to Prepare for the End of Your Career

Eventually, everyone will approach the end of their career, but preparing well before it arrives can make the transition a lot easier! In this episode, Tim Scannell talks about an article by Arthur Brooks that provokes the audience to think about the declining phase of their career. He also discusses several ways to help you …

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