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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

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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

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

PlanAssist® - Wealth Decisions Made Clear • Sep 4, 2025

The PlanAssist® Series with Tim Clifford, CFP®: Part 3 of 3 - Seek Counsel

PlanAssist® - Wealth Decisions Made Clear • Aug 31, 2025