The Wealth Stream Podcast

Tim introduces Michael Shea, the Managing Director of the Investment Solutions Group at Hightower. Michael shares his investment style focused on value and capturing dividend flow, the importance of managing against benchmarks, and staying current with market information. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Memb...

Tim invites returning guest Stephanie Link, Chief Investment Strategist and Head of Investment Solutions for Hightower, to delve into the services provided by Hightower’s asset management business, the importance of research and staying informed about global markets, and Stephanie’s thoughts on inflation. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered throu...

Tim discusses the value of strategic business planning for business owners. They outline the steps involved in valuing and preparing a business for exit, including estimating the equity value of the business using tools like Biz Equity. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Understanding the complexities of Social Security and effectively planning for taxes can significantly impact your finances during retirement. What factors should we consider and know before that phase? In this episode, Tim explores tax planning related to Social Security and when to elect it. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower...

How do you measure success in your business? There isn’t one definitive way of measuring the success of your business, however, there are strategies and benchmarks you can use to get an accurate idea of how it is performing. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

By the end of this episode, you will gain a thorough knowledge of fiduciaries and will hopefully appreciate the immense value they bring to your financial planning endeavors. In this episode, Tim invites returning guest, Don Stellin, onto the podcast to discuss the role, purpose, and value fiduciaries have in the financial planning processes of both retirees and working professionals. Hightower Ad...

Are you confident in your tax planning methods? In this episode, Tim delves into the world of tax strategies and explores some practical tips and tricks for individuals and businesses to maximize their tax savings. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

In this episode, Tim discusses how he curates his professional relationships as well as how he helps others find and maintain meaningful relationships, including accountability partners, both in and out of the financial world. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Join Tim as he welcomes Scott Bening, the retired CEO of Monosol, LLC and Amazon Best Selling Author, to the show. Discover how Scott expertly navigated his retirement journey and transitioned into a productive and satisfying next chapter in life. Don’t miss out on valuable insights and inspiration to plan your own successful exit strategy. Hightower Advisors, LLC is an SEC registered investment a...

There’s no escaping the dreaded tax season, so you might as well learn how to navigate it efficiently! In this episode, Tim discusses some of the ways he helps people minimize their taxes during tax season. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

In this episode, Tim covers the steps business owners can take to ensure a smooth transition into retirement by identifying and selecting the right candidate to take over their role. He shares his personal experience and insights on how to interview and evaluate potential candidates, and how to determine if they are a good fit for the business. Hightower Advisors, LLC is an SEC registered investme...

Are you looking for ways to ensure financial stability for yourself and your family in the upcoming year? Now that we have discussed how to create a year-end financial plan for your business, it’s time to discuss how to make a plan for you as an individual! Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

What is a year-end plan and how can you create one for your business? In this episode, Tim discusses some financial tips you should use at the end of each year and how they can help you make more informed decisions for your retirement. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

COVID made a mark on just about everything, even business owners. It’s time to get your quality of life back. In this episode, Tim talks about helping business owners plan for 2023 and set a new years resolution to get their lives back. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

We’ve hit our 100th episode of The Wealth Stream! In this episode, Tim talks about how to avoid costly mistakes that impact and delay business owners’ ability to become financially independent and make work optional. He focuses on ways to help business owners exit into financial independence and enhance their wealth to live a full life. Hightower Advisors, LLC is an SEC registered investment advis...

Inflation is a topic that you can’t seem to escape nowadays. Everyone has an opinion on the topic, whether it’s the news, your relatives, or someone else. In this episode, Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, joins us to help break down inflation and interest rates. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered th...

This is part two of our two-part episode with Samantha Pietruszynski! Samantha discusses the importance of reallocating your money once you receive a raise so you can look forward to a fulfilling retirement experience. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You’ve worked hard to create the retirement of your dreams, but if you don’t know the right strategies to minimize your taxes in retirement, you might not be as well-off as you think. Financial Advisor Samantha Pietruszynski explains some of the ways you can maximize your wealth in retirement through tax loss harvesting. Hightower Advisors, LLC is an SEC registered investment adviser. Securities a...

Tim chats with coaching leader Dawn Rowley, Co-Founder of BenchStrength Coaching and Women Rising. They discuss “Women Rising '' a program created to help women recognize and achieve their highest potential and pursue higher levels of leadership.  He also brings on his colleague, Samantha, who shares the reasons she chose Women Rising as her next venture. Hightower Advisors, LLC is an SEC reg...

In this episode, Tim is excited to introduce the upcoming launch of his new business owner program and workshop! He then goes on to highlight how it can help you enhance, expand, and when the time comes, exit your business. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

In this episode, Marketing & Communications Manager Gina Stahl discusses the journey that shaped her and her skills into the professional that she is today and how you can strengthen your abilities in your profession as well. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Everyone handles their money differently and has different priorities with their money. These are called “money personalities”. In this episode, Tim discusses how to discover and focus on what is important to you with your money by highlighting the different money personalities he has worked with in his career. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered...

Consulting is a path you may consider when you retire or exit your business. So what should you take into consideration before committing to the role? In this episode, Tim discusses what you need to know prior to becoming a consultant post-exit of your business and describes both the pros and cons of the role. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered...

Learn additional tips and tricks about how you can adopt the subscription-based business model! Tim highlights some well-known companies who have adopted the subscription model and how it changed the landscape of their business. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

In this episode, Tim provides information about how you can enhance your business' services to your customers. In Part 1 of this series, he discusses the business models companies are adopting to eliminate seasonality and increase customer engagement. Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.