Think Like the Rich with Timothy Clifford

Get Your FILL, Financial Independence and Long Life

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Can you think your way to wealth? Do rich people think differently? Can you learn the secret?

On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself.

Connect with Tim: www.planassist.com

About Timothy Clifford

My career began on the Chicago Mercantile Exchange floor in the 1980s, starting as a runner and then a trader, which gave me foundational knowledge of financial markets. In the 1990s, I joined Charles Schwab & Co., where interacting with financially successful clients helped me distinguish between high earners and substantial wealth accumulators. This understanding shifted my focus from trading to wealth management.

By the 2000s, I advanced into leadership, furthering my resolve to aid others in wealth building. In 2012, after becoming a Certified Financial Planner®, I founded Core Wealth Consultants LLC in Central Florida. This experience led to the creation of PlanAssist®, a milestone in my career, aiming to simplify wealth-building for those needing help with prioritization and organization.

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