The Wealth Stream Podcast

Recent Episodes

Episode 24 – An Inside Look at the Investment Process — With Steve Billimack CIMA®, CAIA®, AIF®

Posted December 23, 2019 • 00:22:23

HighTower Great Lakes has a highly certified and diverse team of professionals — including Steve Billimack. When serving high-net-worth clients, the...

Episode 23 – The Wealth Management Process: Part 2

Posted December 11, 2019 • 00:25:34

Once you’ve finished the discovery part of HighTower Great Lake’s wealth management process, it’s time to dive into planning. In part two of his...

Episode 22 – The Wealth Management Process: Part 1

Posted November 27, 2019 • 00:29:16

Get ready for a tour of HighTower’s process that addresses clients’ advanced planning needs! In today’s episode, Tim Scannell discusses the wealth...

Episode 21 – Cash Balance Plans Explained — With Mary Stines

Posted November 13, 2019 • 00:21:14

Are you looking for a way to ease your tax bill and attract employees to your company? In this episode, Tim Scannell interviews special guest Mary...

Episode 20 – Return on Life Part 3: Planning For Life’s Transitions

Posted October 30, 2019 • 00:28:29

How do you plan for a life transition that you don’t see coming? In today’s episode, Tim Scannell shares how he helps clients plan for life transitions...