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Financial Planning Professional & CFP®
Simplifying Wealth Strategy
Timothy Clifford
Timothy Clifford
Financial AdvisorWealth ManagementRetirement Planning
30+ years in financial services
3.4K+ professional followers
Former Certified Financial Planner
Founder of Core Wealth Consultants
About Timothy Clifford
Why Book Timothy Clifford as Your Podcast Guest
Ready to Record
Will Promote Episode
Remote Ready
FREE
Interview Cost
Proven Financial Insights
I bring over 30 years of tested, real-world experience in wealth management and retirement strategy.
Listener-Ready Content
I simplify complex topics into relatable stories and tips that keep audiences engaged and informed.
Extended Audience Reach
With 3.4K+ professional followers, I help amplify your podcast’s reach and listener base.
Engaging, Story-Led Delivery
I share lessons from the trading floor to executive roles, offering memorable stories your audience will value.
Episode Angles & Topics
✨ AI Enhanced
How Should You Really Plan Retirement?
Listeners gain a realistic framework to prepare for retirement without jargon or generic advice.
Planning
Strategy
Execution
Common Mistakes
Can You Invest Without Fear?
Actionable guidance on building discipline and confidence in long-term investing.
Mindset
Risk
Behavior
Tools
What Populist Politics Mean for Your Money
A grounded look at how political shifts impact markets and personal finance decisions.
Trends
History
Impact
Adaptation
What 30 Years in Finance Taught Me
Compelling stories and hard-won lessons from a career across the financial services landscape.
Career
Leadership
Evolution
Client Stories
What You'll Get From This Interview
Audience Takeaways
Listeners will gain practical insights into long-term investing, retirement readiness, and how to make confident financial decisions in uncertain markets.
Hot Topics
•
Navigating Retirement Planning at Any Age
•
Translating Market Trends for Everyday Investors
•
Disciplined Wealth Building Strategies
Why Trust Me
30+ years in financial services
Founder of Core Wealth Consultants
Former VP at Ameriprise & H&R Block
The Ideal Show
Ideal for finance, investing, and personal development podcasts seeking clear, relatable expertise on wealth and retirement planning.
Recent Podcast Appearances
No podcast appearances attached to this profile yet.
Key Achievements
✨ AI
Founded Core Wealth Consultants LLC to provide disciplined financial planning services.
2012Built a strong professional network to extend podcast reach.
Earned Certified Financial Planner (CFP) credential.
2007Professional Experience
✨ AI Enhanced
Managing Partner & Financial Consultant
Core Wealth Consultants LLC
Helping clients with retirement planning and investing through a disciplined and structured approach.
Vice President
Ameriprise Financial Services, Inc.
Led field leadership and service integration in financial planning and delivery.
Vice President
H&R Block Financial Advisors
Oversaw enterprise-scale financial services and tax partnering operations.
Branch Manager
Charles Schwab
Managed client relationships and sales operations in financial advisory services.
Education
✨ AI Enhanced
BA
Governors State University
AS
Vincennes University
Speaker Topics
✨ AI Enhanced
What Timothy Clifford Can Speak About:
Financial Planning Expert
Wealth Management Consultant
Retirement Strategy Advisor
Investment Planning Specialist
Disciplined Wealth Coach
Financial Literacy Advocate
Social Media
Speaking Engagements
Interview
FREE
45-60 minutes
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Actionable, story-rich insights on Financial Planning Expert, Wealth Management Consultant, Retirement Strategy Advisor. Studio-quality video & audio. Available Weekdays only. Happy to share with my audience.
Free for Podcasts
No speaking fees for podcast interviews
No speaking fees for podcast interviews
HD Audio & Video
Studio-quality video & audio
Studio-quality video & audio
Episode Promotion
Will promote episodes to their audience
Will promote episodes to their audience
Flexible Schedule
Available Weekdays only
Available Weekdays only
Connect with Timothy Clifford
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