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.
Abnormal Returns
JUNE 17, 2024
epsilontheory.com) Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model. citywire.com) Advisers Compensation plans should align with your firm's overall goals. Podcasts Matt Zeigler talks with Daniel Crosby about his new book "The Soul of Wealth" and much more.
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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.
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. thinkadvisor.com) An excerpt from Wade Pfau's book "Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success."
eMoney Advisor
DECEMBER 5, 2022
As a financial professional helping couples plan for the future, you have likely experienced the discomfort that can occur when conflict arises. By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan.
Your Richest Life
AUGUST 4, 2023
When I started this business, I wanted to create financial planning services that were accessible and empowering. I hoped to help my clients reach their financial goals in a way that wasn’t stressful or intimidating, and to show them that their dreams were possible. Your Richest Life turns nine this month!
Clever Girl Finance
JANUARY 22, 2024
Money management includes things like setting up a budget or a better budget, monitoring your credit, and planning ahead with sinking funds for big expenses. You might do best with a strict plan for how every cent is used, as with the zero based budget. Does budget counseling affect your credit score? find money stressful.
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