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When it comes to your financial assets, transferring them to the next generation in succession can be a sensitive situation. 

In this episode of The Wealth Stream Podcast, Tim Scannell is joined by Susan Gellatly of BenchStrength Coaching to discuss methods and strategies for generational wealth transfer. They discuss Susan’s career as a coach and how she has helped young women navigate the corporate world.

In this episode, you will learn:

• What relationship management is and how it can be used to achieve greater success with clients
• How to effectively transfer wealth and assets where multiple parties are involved
• How Susan has helped coach young women to become successful future leaders in the corporate world through her company
• How she became a successful coach and what led her to open up her own firm
• And more!

Join us to learn about generational wealth transfer!

Resources:  HighTower Great Lakes | BenchStrength Coaching

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Whether you are a business owner, CEO, financial advisor, or perhaps all three, having a group of like-minded professionals that you can reach out to for support is crucial when it comes to your success.

In this episode of the Wealth Stream Podcast, Tim Scannell discusses the ins and outs of mastermind groups. You might be surprised to find that most successful entrepreneurs and advisors are strong advocates of these peer-to-peer mentoring groups. 

In this episode, you will learn:

• How to join a mastermind group
• How to find the right group of like-minded professionals
• About the benefits of belonging to a mastermind group
• Why Tim prefers smaller mastermind groups
• And more!

Tune in now to consider what you could gain by joining a mastermind group.

Resources: HighTower Great Lakes: (219) 246-5370 

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When it comes to life insurance as an asset, there are a number of ways you can utilize it for your benefit. 

On this episode of The Wealth Stream Podcast Tim Scannell and special guest Kirk Hill give us the rundown on utilizing life insurance for advanced financial planning. 

In this episode, you will learn:

• Appropriate and inappropriate uses for life insurance
• How investment in long term care has evolved 
• The best time to purchase insurance given the current circumstances
• How low interest rates are affecting business during the current global situation
• And more!

Join us to learn about advanced planning techniques and how changes in tax law and interest rates may affect you.

Resources:  HighTower Great Lakes: (219) 246-5370 

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Did you know that there is a way to avoid paying taxes that can help you to enhance your wealth and generate cash flow that is supported by the government?

In this episode of The Wealth Stream Podcast, Tim Scannell shares his insight into the world of tax planning, including tax avoidance. You’ll be surprised to know how much money you could potentially be saving.

In this episode, you will learn:

• What tax avoidance is and how it differs from tax evasion
• What an opportunity zone credit is
• Why having a Roth IRA may be particularly beneficial for younger people
• New tax laws and how those changes may affect you.
• And much more!

Join us now to learn about tax avoidance and the ways you can utilize it to protect your wealth.

Resources:  HighTower Great Lakes

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As a business owner, it’s important to understand what drives the value of your business.

In this episode of the Wealth Stream Podcast, Tim Scannell returns with part two of his series on value drivers to share how to get the most out of your business when you exit. 

In this episode, you will learn:

• The final six value drivers to be aware of when exiting your business
• Why having great internal management helps improve the overall value of your business
• How having a proven growth strategy can help you once you’re ready to sell
• Why business scalability drives value
• And much more!

Join us now to learn about the different value drivers and how you can make sure you’re getting the most out of your money.

Resources:  HighTower Great Lakes: (219) 246-5370 | Episode 35: The Importance of Understanding Your Value — Part 1

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Do you know what drives the value of your business?

In part one of this miniseries, Tim Scannell explains what value drivers are, and shares how understanding them may be of benefit to you should you choose to sell your business. 

In this episode, you will learn:

• The first three value drivers to be aware of
• Why making the business successful without you increases its value
• Why having scalable and repeatable processes is crucial
• And more!

Join us now to learn about value drivers and how they can help you get the most out of your business.

Resources:  HighTower Great Lakes: (219) 246-5370 

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What is your plan for retirement? Will you lock the doors and close your business on your last day? Have you considered a successor to carry on your legacy?

In this episode, Tim Scannell takes us through the top 10 questions as a business owner; your financial team should be asking you, especially as you move closer to retirement. You need to surround yourself with the right team that through advanced planning will ensure you get the most out of your years of blood sweat and tears from building your business.

In this episode, you will learn:

• How to address things like wealth enhancement, wealth transfer, wealth protection and charitable giving
• It is never too early to start thinking about your exit strategy
• Do you know the actual value of your business
• And more!

Tune in and learn what steps you can take to make sure you are taking a good look at your business and succession planning!

Resources:   HighTower Great Lakes: (219) 246-5370