The Wealth Stream Podcast

Recent Episodes

Episode 8 – What is a Lifelong Learning Plan?

Posted May 15, 2019 • 00:27:12

What role does a lifelong learning plan play in multi-generational wealth transfer? Tim Scannell is picking up from where he left off in his previous...

Episode 7 – Multigenerational Family Meetings

Posted May 1, 2019 • 00:23:14

Do you know how to prepare for the successful transition of family wealth? You’re about to find out. In today’s episode, Tim Scannell discusses...

Episode 6 – How to Leave a Legacy through Charitable Giving and Philanthropy

Posted April 17, 2019 • 00:24:43

Preparing to transfer your wealth to the next generation is important, but it’s also important to consider how philanthropy can help prepare the next...

Episode 5 – Looking Downstream: Part 4

Posted April 3, 2019 • 00:26:09

So, you’ve sold the family business — now what? In part four of Tim Scannell’s Looking Downstream mini-series, Tim discusses the way his team...

Episode 4 – Looking Downstream: Part 3

Posted March 20, 2019 • 00:24:19

When exiting your business, it can be difficult to anticipate what to expect when dealing with potential buyers. Luckily, Tim Scannell is here to help!...