Tag: Investing

BB Feature Image
Important Lessons About Long-term Investing & Inflation With Michael Shea (Ep. 114)

Important Lessons About Long-term Investing & Inflation With Michael Shea (Ep. 114)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

In a world plagued by rising prices, inflation, and interest rates, you can’t help but wonder: How will these factors impact the stock market and our financial stability?

In this episode, Tim Scannell introduces Michael Shea, the Managing Director of the Investment Solutions Group at Hightower. Michael shares his investment style focused on value and capturing dividend flow, the importance of managing against benchmarks, and staying current with market information. 

Learn about Michael’s views on inflation and its impact on financial markets and how he advises clients while considering the impact of inflation and interest rates on their finances.

Michael discusses:

  • His unique stance on the impact of inflation and the current state of the markets
  • The Federal Reserve’s response to the pandemic and why he entirely disagrees with it
  • The impact of the Fed overstimulating the economy and how it contributed to the inflation we are seeing now
  • The impact of reshoring and what you can expect from this change in the future
  • And more

 

Connect With Tim Scannell:

Connect With Michael Shea:

About Our Guest:

Michael Shea is a financial advisor who works out of Park City, Utah. Shea is an employee of Hightower Advisors, LLC. Shea has gained experience at Hightower and Prudential Equity Group, LLC. Shea maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois, New York and Utah.

BB Feature Image
Exploring the Current State of the Economy and the Impact of Inflation with Stephanie Link (Ep. 113)

Exploring the Current State of the Economy and the Impact of Inflation with Stephanie Link (Ep. 113)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

What’s your take on the importance of infrastructure investment and onshoring for supporting the economy? 

In this episode, Tim Scannell invites Stephanie Link, Chief Investment Strategist and Head of Investment Solutions for Hightower, to delve into the services provided by Hightower’s asset management business, the importance of research and staying informed about global markets, and Stephanie’s thoughts on inflation. 

They also touch on topics such as infrastructure investment and onshoring, and the impact of higher interest rates on borrowing rates and bond yields. Stephanie also emphasizes the value of talking to colleagues outside of Hightower for different perspectives.

Stephanie discusses:

  • The value of staying informed about the market & including various advisor opinions when wealth planning
  • Her perspective on rising inflation (what you can expect in the coming months)
  • The recent state of the US infrastructure and what this could mean for your investments
  • Her professional insights into the impact of interest rates, the job market, the housing market, and so much more!

 

Resources: 

Connect With Tim Scannell:

Connect With Stephanie Link:

About Our Guest:

Stephanie Link is an experienced Managing Director with a demonstrated history of working in the Investment Management industry. Skilled in Securities, Investment Advisory, Mutual Funds, Trading, and Fundamental Analysis. Stephanie is a strong finance professional with a BS focused in Finance from Boston College Carroll School of Management. 

BB Feature Image
A Conversation About Fiduciaries With Don Stellin (Ep. 109)

A Conversation About Fiduciaries With Don Stellin (Ep. 109)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Many financial advisors express great admiration for fiduciaries, while some undermine their significance in the financial industry and argue against their necessity.

However, by the conclusion of this episode, you will attain a thorough comprehension of fiduciaries and gain the ability to appreciate the immense value they bring to your financial planning endeavors.

In this episode, Tim Scannell invites returning guest, Don Stellin, onto the podcast to discuss the role, purpose, and value fiduciaries have in the financial planning processes of both retirees and working professionals.

Don discusses:

  • Why you need to know whether your financial advisor is a fiduciary
  • What a suitable standard is and how to know if your financial advisor’s standard is a good match with your financial values
  • The important questions your financial advisor should be asking you–and what it could mean if they aren’t asking them
  • Revenue neutrality and being brand agnostic–how to find out if your financial implements these into their business strategy
  • And more

Resources: 

Connect With Tim Scannell:

Connect With Donald Stellin AIF®:

About Our Guest:

Donald Stellin is a Financial Advisor with Hightower Great Lakes. He develops financial plans, manages investment portfolios, and works collaboratively with clients to create retirement income plans. He enjoys helping individuals, families, and business owners plan for a comfortable retirement by carefully listening to their needs and goals prior to developing a customized financial plan.

BB Feature Image
Navigating The Dreaded Tax Season (Ep. 105)

Navigating The Dreaded Tax Season (Ep. 105)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

There’s no escaping the dreaded tax season, so you might as well learn how to navigate it efficiently!

In this episode, Tim Scannell discusses some of the ways he helps people minimize their taxes during tax season. This includes tax loss harvesting, staying up to date with tax law changes, and so many more of Hightower’s wealth enhancement strategies!

Tim discusses:

  • How you can apply our wealth enhancement strategies during tax season
  • How to enhance your tax loss harvesting strategies
  • Transferring funds, real estate, and investments down to the next generation using current gift tax laws
  • Tax law changes coming or already in place for 2023
  • And more

Resources: 

Connect With Tim Scannell:

BB Feature Image
Discovering Your Money Personality (EP. 93)

Discovering Your Money Personality (EP. 93)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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:



FEATURE
Create Recurring Revenue For Your Business, Part 1 (Ep. 90)

Create Recurring Revenue For Your Business, Part 1 (Ep. 90)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

What are some ways you can enhance your business’ services to your customers?

Well, in this episode, Tim Scannell provides you information about just that!

In Part 1 of this series, Tim discusses the business models companies are adopting to eliminate seasonality and increase customer engagement.

Tim discusses:

  • The idea of wealth enhancement – maximizing what you keep as you exit your business into financial independence
  • Six reasons why you should consider offering your customers a subscription to your services
  • How to eliminate seasonality within your business
  • One of the simplest forms of recurring revenue virtually that your business can adopt
  • And more!

Connect With Tim Scannell: