Tag: Estate Planning

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How to Minimize Taxes In Your Retirement With Samantha Pietruszynski Part 1 (Ep. 97)

How to Minimize Taxes In Your Retirement With Samantha Pietruszynski Part 1 (Ep. 97)

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You’ve worked hard to create the retirement of your dreams, but if you don’t know the right strategies to minimize your taxes in retirement, you might not be as well-off as you think.

So, how can you maximize the amount of money you keep in retirement?

In this episode, fellow Financial Advisor at Hightower, Samantha Pietruszynski, is on the show to explain some of the ways you can maximize your wealth in retirement through tax loss harvesting.

Samantha discusses:

  • Year-end estate planning and how you can make it a top priority during the holiday season
  • Some strategies around tax loss harvesting/minimizing taxes in retirement
  • What questions you should be asking your advisor about maximizing your wealth in retirement
  • How to consider Medicare insurance in your financial plan
  • And more

Resources: 

Benchstrength Coaching 

Connect With Tim Scannell:

tscannell@scannellwealth.com
Hightower Great Lakes
LinkedIn: Tim Scannell
Twitter: Tim Scannell
(219) 531-4941

Connect With Samantha Pietruszynski:

LinkedIn: Samantha Pietruszynski
Call Samantha: 219-246-5709
Email Samantha: spietruszynski@hightoweradvisors.com 

About Our Guest:

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. She helps 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 and was a member of the Loras College Advisory council for their Financial Planning Program. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and also holds her Series 7, 66, life & health insurance licenses.

She is originally from Mokena, IL. She is a sports enthusiast and enjoys playing tennis. When she is not cheering on my favorite sports team, the Chicago Bulls, she enjoys spending time with her black cat, Mr. Binx and her dog, Remington (Remi).

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Discovering Your Money Personality (EP. 93)

Discovering Your Money Personality (EP. 93)

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Everyone handles their money differently and everyone has different priorities with their money.

These are called “money personalities”.

In this episode, Tim Scannell discusses how to discover and focus on what is important to you with your money by highlighting the different money personalities he has worked with in his career.

Tim discusses:

  • Money personalities – how to focus on what is important to you about money 
  • What questions he asks people to discover what money personality they possess
  • How he helps people identify what they can and cannot control within their finances
  • The power of focus and how it affects your success when working with a financial advisor
  • And more

Resources: 

Previous Episode: So You Want To Be a Consultant? (Ep.92)

Connect With Tim Scannell:



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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.