PlanAssist® - Wealth Decisions Made Clear
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Wealth Strategy Podcast
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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.

FinanceWealth BuildingInvesting
Audience of wealth builders & advisors
Authentic, story-driven interviews
Hosted by a Certified Financial Planner™
Expand your reach and network

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

Ready to Record
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Show Appearances
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Currently Booking Guests

Flexible recording slots

Request to Join
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HD Audio & Video Remote Ready Orlando, United States English Will Promote
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

✨ AI Enhanced
What Financial Decision Changed Everything?

Listeners will learn how one pivotal choice shaped your financial future—and what they can take from it.

Backstory The Decision Outcome Lessons Learned
How Do You Diversify Income Without Burning Out?

You’ll share practical strategies for building multiple income streams without sacrificing balance or focus.

Your Income Mix Time Management Risks & Rewards Advice for Listeners
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.

The Situation What Went Wrong Recovery Key Takeaways
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.

Wealth Milestones Preservation Tactics Risk Management Practical Advice
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
The turning point that changed your financial life
How you diversified your income after a career pivot
A money mistake you learned the hard way—so others don’t have to
Why Trust Me
Hosted by Tim Clifford, CFP®
Features real stories from professionals and individuals
Aligned with PlanAssist® principles: Plan, Diversify, Seek Counsel
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 010 Matt Wasinger: Minimizing Debt, Smart Estate Planning, and Avoiding Legal Pitfalls

PlanAssist® - Wealth Decisions Made Clear Oct 7, 2025

Highlight 013: Seeking Counsel Is Foundational to Building Trust

PlanAssist® - Wealth Decisions Made Clear Oct 6, 2025

Episode 009 Brent Lawhon: Real Estate Lessons, Emotional Selling, and Smarter Investing

PlanAssist® - Wealth Decisions Made Clear Oct 5, 2025

Highlight 012: That's a Plan

PlanAssist® - Wealth Decisions Made Clear Oct 4, 2025

Highlight 011: Building Trust

PlanAssist® - Wealth Decisions Made Clear Oct 2, 2025

Episode 008 Brenden Rendo: Living Within Your Means, Market Shifts, and Smarter Investments

PlanAssist® - Wealth Decisions Made Clear Oct 1, 2025

Episode 007 Joy Joseph: Discipline, Delayed Gratification, and Trusting the Right Advisor

PlanAssist® - Wealth Decisions Made Clear Sep 26, 2025

Episode 006 Geoff Hoatson: Trust Types, Real Estate Insights, and Overcoming Procrastination

PlanAssist® - Wealth Decisions Made Clear Sep 25, 2025

Episode 005 Peter Merrick: Expert Advice, Diversification, and Planning for Every Scenario

PlanAssist® - Wealth Decisions Made Clear Sep 18, 2025

Episode 004 Jeremy Scott: Impulse Buying, the Importance of Patience, and the Value of Liquidity

PlanAssist® - Wealth Decisions Made Clear Sep 4, 2025

Podcast Topics

✨ AI Enhanced
What You'll Talk About on This Show:
financial planning wealth building investment strategy money mistakes career pivots financial success

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.

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No speaking fees for podcast interviews
HD Audio & Video
Studio-quality video & audio
Episode Promotion
Will promote episodes to their audience
Flexible Schedule
Available Weekdays only

Connect with PlanAssist® - Wealth Decisions Made Clear

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