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 018: Melissa Gragg: Building Wealth, Niche Expertise & Navigating Emotional Finances
PlanAssist® - Wealth Decisions Made Clear • Nov 14, 2025
Episode 017 J.T. Pells & Drew Pells: Early Investing, Smart Tax Tech, and Avoiding Lifestyle Creep
PlanAssist® - Wealth Decisions Made Clear • Nov 7, 2025
Episode 016 Michael Shea: Diversification, Exit Planning, and Financial Accountability
PlanAssist® - Wealth Decisions Made Clear • Oct 31, 2025
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
Episode 008 Brenden Rendo: Living Within Your Means, Market Shifts, and Smarter Investments
PlanAssist® - Wealth Decisions Made Clear • Sep 30, 2025
Episode 007 Joy Joseph: Discipline, Delayed Gratification, and Trusting the Right Advisor
PlanAssist® - Wealth Decisions Made Clear • Sep 25, 2025
Episode 006 Geoff Hoatson: Trust Types, Real Estate Insights, and Overcoming Procrastination
PlanAssist® - Wealth Decisions Made Clear • Sep 24, 2025
Episode 005 Peter Merrick: Expert Advice, Diversification, and Planning for Every Scenario
PlanAssist® - Wealth Decisions Made Clear • Sep 17, 2025
Episode 004 Jeremy Scott: Impulse Buying, the Importance of Patience, and the Value of Liquidity
PlanAssist® - Wealth Decisions Made Clear • Sep 3, 2025
The PlanAssist® Series with Tim Clifford, CFP®: Part 3 of 3 - Seek Counsel
PlanAssist® - Wealth Decisions Made Clear • Aug 30, 2025
Episode 003 Chris Koss: Mortgages, Debt, and Underrated Investment Strategies
PlanAssist® - Wealth Decisions Made Clear • Aug 28, 2025
The 3 Habits of Financially Successful People
PlanAssist® - Wealth Decisions Made Clear • Aug 24, 2025
Three Strategies to Protect Yourself from Scams
PlanAssist® - Wealth Decisions Made Clear • Aug 23, 2025
Patience - An Underrated Investment Strategy
PlanAssist® - Wealth Decisions Made Clear • Aug 22, 2025
How Much House and Car Can You Afford?
PlanAssist® - Wealth Decisions Made Clear • Aug 21, 2025
Getting Mortgage Ready
PlanAssist® - Wealth Decisions Made Clear • Aug 20, 2025
Financial Advice is Usually "Yes, but..."
PlanAssist® - Wealth Decisions Made Clear • Aug 19, 2025
The Story Behind PlanAssist® - Three Principles
PlanAssist® - Wealth Decisions Made Clear • Aug 18, 2025
The PlanAssist® Series with Tim Clifford, CFP®: Part 2 of 3 - Diversification
PlanAssist® - Wealth Decisions Made Clear • Aug 9, 2025
PlanAssist® Short: Bill Caskey Talks Assests
PlanAssist® - Wealth Decisions Made Clear • Aug 7, 2025
PlanAssist® Short: Financial Success Is Not An Event
PlanAssist® - Wealth Decisions Made Clear • Aug 6, 2025
The PlanAssist® Series with Tim Clifford, CFP®: Part 1 of 3 - Have a Plan
PlanAssist® - Wealth Decisions Made Clear • Aug 4, 2025
PlanAssist® Short: Tim Reflects on Charlie Munger’s Advice
PlanAssist® - Wealth Decisions Made Clear • Jul 23, 2025
PlanAssist® Short: Curiosity Builds Wealth
PlanAssist® - Wealth Decisions Made Clear • Jul 23, 2025
PlanAssist® Short: Long-Term Wealth Building
PlanAssist® - Wealth Decisions Made Clear • Jul 23, 2025
003 Bill Caskey: Financial Wisdom, Integrity, and Seeking Advice
PlanAssist® - Wealth Decisions Made Clear • Jul 21, 2025
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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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