The Wealth Stream Podcast

Recent Episodes

Episode 34 – 10 Questions Every Business Owner Should Be Asking

Posted April 29, 2020 • 00:27:00

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...

Episode 33 – Review Your Accounts The SECURE Act is Now Law!

Posted April 15, 2020 • 00:22:08

Have you considered what kind of impact the SECURE Act is having on your current financial plan? In this episode, Tim Scannell discusses specific areas...

Episode 32 – Answering the Top Questions About Advanced Planning for Your Estate — With John Wiktor

Posted April 1, 2020 • 00:26:24

When you eventually pass on your estate to the next generation, do you know if your loved ones will be protected from creditors? In this episode,...

Episode 31 – How to Be Tax-Efficient With Your Charitable Giving

Posted March 18, 2020 • 00:24:11

Are you hoping to give more to your favorite charities and save money in taxes at the same time? In this episode, Tim Scannell uncovers strategies that...

Episode 30 – Exploring the Top Concerns of Commercial-Industry Business Owners

Posted March 4, 2020 • 00:20:56

Tim Scannell’s clients generally have five primary concerns around wealth preservation, wealth enhancement, wealth protection, charitable giving,...