The Wealth Stream Podcast

Recent Episodes

Episode 13 – Advanced Planning Part 2: Asset Protection for Special-Needs Beneficiaries

Posted July 24, 2019 • 00:27:00

In part two, Tim Scannell covers another major topic under advanced planning: asset protection. He discusses how children or grandchildren with special...

Episode 12 – Advanced Planning Part 1: Preparing Beneficiaries and Prenuptial Agreements

Posted July 10, 2019 • 00:27:00

Change is inevitable and the way we deal with it can have a far-reaching impact on our lives. According to Tim Scannell, this is where advanced planning...

Episode 11 – The Softer Side of Planning: Downsizing and Retirement

Posted June 26, 2019 • 00:22:21

Do you know about the softer side of financial planning? Planning isn’t all about conducting technical quantitative analyses. In fact, Tim Scannell...

Episode 10 – Do You Understand the Fiduciary Planning Process?

Posted June 12, 2019 • 00:25:50

There are many terms used in the financial industry, and differentiating between similar ones can be confusing. Do you know the difference between a...

Episode 9 – The Family Bank

Posted May 29, 2019 • 00:26:02

Inheriting wealth is harder than it sounds. Too often, younger generations misuse wealth because they don’t know how to preserve it or how to make...