PlanAssist® - Wealth Decisions Made Clear
Real Stories, Real Wealth: Lessons for Financial Success.
PlanAssist® - Wealth Decisions Made Clear
Real Stories, Real Wealth: Lessons for Financial Success.
About PlanAssist® - Wealth Decisions Made Clear
Real Stories, Real Wealth: Lessons for Financial Success.
Financial Lessons from Those Who Got It Right—and Wrong
Why Join PlanAssist® - Wealth Decisions Made Clear as a Guest
Finance-Focused Audience Reach
You reach listeners actively seeking guidance on wealth building, diversification, and long-term financial success.
Story-Driven Interviews
You join authentic conversations that blend personal stories with financial insights—no fluff, just real lessons.
Hosted by a CFP®
You gain credibility by appearing on a show led by Tim Clifford, a Certified Financial Planner™ with industry experience.
Available on Major Platforms
Your episode is distributed across Apple Podcasts, Spotify, and other top podcast directories for maximum visibility.
Episode Angles & Guest Pitches
What Financial Decision Changed Everything?
Listeners will learn how one pivotal choice shaped your financial future—and what they can take from it.
How Do You Diversify Income Without Burning Out?
You’ll share practical strategies for building multiple income streams without sacrificing balance or focus.
What’s the Hardest Lesson You Learned About Money?
You’ll reveal a painful but powerful financial lesson that shaped how you approach wealth today.
How Do You Keep Wealth Once You’ve Built It?
Listeners will learn how you protect and grow your assets with smart planning and diversification.
How You'd Contribute to the Show
Audience Takeaways
Listeners will walk away with practical lessons from your real-life financial journey—what worked, what didn’t, and why.
Hot Topics
Why Trust Me
The Ideal Guest
You’re a great fit if you’ve built or advised on wealth, navigated financial setbacks, or made money decisions others can learn from. Whether you’re a professional advisor or someone with a story of financial transformation, your experience belongs here.
Recent Episodes
Episode 015 Candace Sonne: Money Mindset, Saving Early, and The Power of Planning
PlanAssist® - Wealth Decisions Made Clear • Oct 27, 2025
Episode 014 Joe Seagle: Early Savings, Smart Debt Management, and Real Estate Trust Strategies
PlanAssist® - Wealth Decisions Made Clear • Oct 24, 2025
Episode 013 Russel Cohen: M&A Timelines, Business Valuations, and Private Equity Insights
PlanAssist® - Wealth Decisions Made Clear • Oct 20, 2025
Episode 012 Sander Read: Diversification, Risk Management, and Retirement Planning
PlanAssist® - Wealth Decisions Made Clear • Oct 17, 2025
Episode 011 Eric Hardek: Early Investing, Insurance Essentials, and the Future of AI
PlanAssist® - Wealth Decisions Made Clear • Oct 12, 2025
Episode 010 Matt Wasinger: Minimizing Debt, Smart Estate Planning, and Avoiding Legal Pitfalls
PlanAssist® - Wealth Decisions Made Clear • Oct 6, 2025
Highlight 013: Seeking Counsel Is Foundational to Building Trust
PlanAssist® - Wealth Decisions Made Clear • Oct 5, 2025
Episode 009 Brent Lawhon: Real Estate Lessons, Emotional Selling, and Smarter Investing
PlanAssist® - Wealth Decisions Made Clear • Oct 4, 2025
Highlight 012: That's a Plan
PlanAssist® - Wealth Decisions Made Clear • Oct 3, 2025
Highlight 011: Building Trust
PlanAssist® - Wealth Decisions Made Clear • Oct 1, 2025
Podcast Topics
What You'll Talk About on This Show:
Social Media
Similar Podcasts
Be Our Next Guest
We're booking guests to discuss financial planning, wealth building, investment strategy. Remote recordings, Available Weekdays only. If you bring practical stories and clear takeaways, let's talk.
No speaking fees for podcast interviews
Studio-quality video & audio
Will promote episodes to their audience
Available Weekdays only
Connect with PlanAssist® - Wealth Decisions Made Clear
Join the platform connecting top podcasts with expert guests