
CFP®, Wealth Strategist, Financial Educator and Podcast Host

The IDEAL Investor in the Age of Sustainable Abundance
March 12, 2025
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About this episode
Tim Smith is the Founder and CEO of Aurora Private Wealth, Inc., a financial services firm specializing in wealth management strategies for high-net-worth clients. With over four decades of experience in financial planning, he is a passionate advocate for financial literacy, helping entrepreneurs, creatives, and families make informed investment decisions. As the co-host of The Financial Dad podcast, Tim shares actionable insights on wealth-building, passive income, and protecting assets from fraud. He is also finalizing a book dedicated to helping investors safeguard their wealth, further cementing his expertise in the field.
Why listen to our interview with Tim Smith:
[00:00-03:12] From Child Actor to Finance Investor
[03:13-10:33] Fight back against inflation
[10:34-15:39] Investment Strategies and Risk Management
[15:40-18:48] Recommended Path to Early Retirement
[18:49-26:38] Leveraging Stock Portfolios for Loans
[26:39-27:27] Be educated on…
[27:28-29:25] Investor Q&A
Connect with Tim at https://www.aurorapw.com/
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Any questions?
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