Abnormal Returns

JUNE 17, 2024

epsilontheory.com) Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model. Podcasts Matt Zeigler talks with Daniel Crosby about his new book "The Soul of Wealth" and much more.

Financial Counseling 263

Financial Counseling Compensation Planning Wealth Management Startup 263

Nerd's Eye View

JUNE 11, 2024

Welcome to the 389th episode of the Financial Advisor Success Podcast ! Mark is the Founder of Timothy Financial Counsel, an RIA based in Wheaton, Illinois, that is on track to generate approximately $5 million in annual revenue this year serving 800 client households. Welcome everyone! My guest on today's podcast is Mark Berg.

Planning 233

Planning Financial Advisor Financial Counseling Clients 233

Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. morningstar.com) Justin Castelli talks 'unanswered questions' with Melissa Joy about her chapter in "More Than Money."

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Your Richest Life

AUGUST 4, 2023

I also spend time offering financial counseling for women with the Gatehouse group , a local group that helps women dealing with hardships as they work toward permanent change. My family and I had lots of fun traveling this year, too.

Financial Planner 98

Financial Planner Financial Counseling Fee Only Clients 98

Abnormal Returns

JULY 19, 2023

humbledollar.com) Advice Provide people with financial advice when and where they need it. sciencedaily.com) An example of how financial counseling can work in practice. obliviousinvestor.com) Planning There is so much more to financial life than investing. (morningstar.com) Don't gorge on company stock.

Financial Counseling 49

Financial Counseling Retirement Financial Advice Portfolio 49

Clever Girl Finance

JANUARY 22, 2024

The good news is there are several reputable sites where you can find a budget counseling service that can help you get back on track with your finances! Financial Counseling Association of America The Financial Counseling Association of America (FCAA) is an organization with financial counselors available to help you.

Budgeting 71

Budgeting Financial Counseling Debt Management Financial Advisor 71

Clever Girl Finance

JANUARY 26, 2024

Financial Counseling Association of America Another reputable credit counseling service with available certified credit counselors is the Financial Counseling Association of America (FCAA). Beyond the free counseling service, what else is available? What makes a credit counselor credible?

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52