Aug 23, 2024
23 min
Beyond the Paycheck: Strategies for Financial Success and Wealth Building
In this episode of “Healthy Mind, Healthy Life,” host Avik Chakraborty interviews Timothy Clifford, a seasoned financial expert and founder of Core Wealth Consultants LLC. Timothy shares his journey from the Chicago Mercantile Exchange floor in the 1980s to becoming a certified financial planner. He emphasizes the importance of having a plan, diversification, and seeking counsel for wealth building. Timothy explains how his experiences at Charles Schwab highlighted the differences between high earners and true wealth accumulators. He discusses the motivation behind establishing Core Wealth Consultants and the creation of Plan Assist, a tool designed to help individuals simplify their wealth-building journey. Timothy also highlights the significance of mindset in wealth building and offers advice to younger generations starting their financial journey.
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