The Wealth Stream Podcast

Recent Episodes

A Conversation About Fiduciaries With Don Stellin (Ep. 109)

Posted June 14, 2023 • 00:22:00

Many financial advisors express great admiration for fiduciaries, while some undermine their significance in the financial industry and argue against...

How To Strategize Your Taxes For Maximum Benefit (Ep. 108)

Posted May 24, 2023 • 00:24:22

When someone mentions “taxes” or “tax season”, it may cause you to tense up and feel a wave of stress.

This usually happens when people...

Finding Your Lifelong Accountability Partner (Ep. 107)

Posted May 10, 2023 • 00:23:55

Lifelong relationships aren’t just created outside the workplace.

These types of relationships are created with colleagues and clients all...

Creating A Successful Exit Plan As A CEO With Scott Bening (Ep. 106)

Posted April 26, 2023 • 00:37:58

Step into the shoes of a CEO turned retiree who has made the most of his golden years!

Join Tim Scannell as he welcomes Scott Bening, the retired...

Navigating The Dreaded Tax Season (Ep. 105)

Posted April 12, 2023 • 00:21:33

There’s no escaping the dreaded tax season, so you might as well learn how to navigate it efficiently!

In this episode, Tim Scannell discusses...