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Timothy L. Smith, CFP

Timothy L. Smith, CFP

CFP®, Wealth Strategist, Financial Educator and Podcast Host

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Timothy L. Smith, CFP Podcast Episodes

Get Your FILL, Financial Independence and Long Life

Get Your FILL, Financial Independence and Long Life

Health, Wealth, Gratitude Transforms Lives with Tara & Timothy Smith

September 8, 2025

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About this episode

In this episode of "Get Your Fill: Financial Independence and Long Life," host Christine McCarron welcomes Tara and TimSmith, a couple who embody the seamless integration of health and wealth. Tara, a former CPA turned certified holistic health practitioner, shares her transformative journey through Lyme disease, mold illness, and a severe spinalcord injury from a biking accident, which inspired her to coach clients at a regenerative medicine clinic in Sarasota, Florida. Tim, with 40 years as a financial planner and entrepreneur, discusses his expertise in lower-riskstructured investments and mentoring advisors. Together, they reveal how their pre-COVID business, Health and Wealth, aimed to support financial professionals in both personal well-being and business strategies, emphasizing that true prosperity arises when health and finances align through mindset and gratitude.

The conversation delves into the parallels between healthand wealth challenges, highlighting how a scarcity mindset or victimhood can sabotage progress in either realm. Tara explains Lyme disease as the "great imitator," often misdiagnosed, and stresses empowerment through gratitude and daily practices like meditation and breathwork to foster healing. Tim echoes this, noting that financial success requires appreciating one's position rather than comparing to others, and shares insights on consciousinvesting in ESG-focused opportunities that benefit society. They discuss overcoming negativity by celebrating small wins, viewing hardships as growth opportunities—like Tara's loss of her sister to suicide fueling her mission—andthe importance of service, where giving back leads to karmic returns in relationships and riches.

Wrapping up with personal anecdotes, including their blinddate in 1987 and 35-year marriage built on communication and shared vision, Tara and Tim offer actionable advice: trust your body's innate healing, seek aligned professionals, and recognize your fortunes in a world of opportunities.For those feeling stuck, they urge starting with simple gratitudes like being alive or having basic needs met. Tune in to discover how shifting to abundance can optimize your health, boost your wealth, and transform your life—perfectfor anyone seeking inspiration to break free from chronic issues or financial ruts.

Highlights to Entice You:

"I am healthier than I have ever been in my life":Tara's triumphant recovery from Lyme and a broken neck proves chronic illness isn't a life sentence.

"Health is a lot more important than wealth":Tim's candid admission flips the script on priorities, revealing why mindset trumps money.

"The more you serve other people, the wealthier youbecome": Their philosophy on karma, conscious investing, and turning pain into purpose will motivate you to rethink your own journey.

Connect with Tara & Timothy:

Website: https://www.aurorapw.com/ Facebook: https://www.facebook.com/auroraprivatewealth Instagram: https://www.instagram.com/thefinancialdad_/ LinkedIn: https://www.linkedin.com/in/timothy-l-smith-cfp-r-b1293443/YouTube: https://www.youtube.com/@Thefinancialdad

Tara’s Insta: Tara Smith | aka 'The DailyCoach' (@coach.tarasmith) • Instagram photos and videos

Timothy L. Smith, CFP Podcast Episodes

The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life

https://www.podchaser.com/podcasts/the-deep-wealth-podcast-unlock-2060645/episodes/founder-and-ceo-timothy-l-smit-277157151

The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life

Dec 2025

Pursuit Of Purpose

From Stage Lights to Stewardship: Tim Smith’s Journey to Purpose

Pursuit Of Purpose

Dec 2025

Becoming An Elite Financial Advisor With Sten Morgan

207 Discovering What Type of Advisor You Want To Be with Timothy Smith

Becoming An Elite Financial Advisor With Sten Morgan

Nov 2025

Beyond Budgets Podcast

Family, Fraud, and Financial Literacy: Life Lessons from Tim Smith

Beyond Budgets Podcast

Oct 2025

Financially Intentional

The Financial Dad Shares Simple Steps That Actually Work - Episode 145

Financially Intentional

Oct 2025

Scale to Exit™ with Alejandra Santos

Preserve the Win: Risk-Smart Wealth Moves Before (and After) Your Exit with Tim Smith

Scale to Exit™ with Alejandra Santos

Sep 2025

EverydayFI

Let's hear from an expert - Meg's Money Musings with Tim Smith, CFP | Ep 69

EverydayFI

Sep 2025

Portfolio Pulse: The Money Podcast for Entrepreneurs

Custom Wealth Strategies for Uncertain Markets with Tim Smith CFP

Portfolio Pulse: The Money Podcast for Entrepreneurs

Sep 2025

Sales POP! Podcasts: Insights from Top Experts in Sales, Marketing, Leadership & More.

Navigating Financial Fraud in a New Era with Timothy Smith

Sales POP! Podcasts: Insights from Top Experts in Sales, Marketing, Leadership & More.

Sep 2025

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Latest episodes

The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life

https://www.podchaser.com/podcasts/the-deep-wealth-podcast-unlock-2060645/episodes/founder-and-ceo-timothy-l-smit-277157151

The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life

Pursuit Of Purpose

From Stage Lights to Stewardship: Tim Smith’s Journey to Purpose

Pursuit Of Purpose

Becoming An Elite Financial Advisor With Sten Morgan

207 Discovering What Type of Advisor You Want To Be with Timothy Smith

Becoming An Elite Financial Advisor With Sten Morgan

View all episodes →

Key topics

Exclusive Investment Strategies for the Modern Entrepreneur

Tim shares insights on innovative approaches to wealth management tailored for entrepreneurs, influencers, and creatives. Tim explains how his expertise in managing high-net-worth portfolios, combined with decades of experience, offers a unique perspective on strategic investing. He also shares actionable tips on navigating financial markets and building wealth sustainably, making complex financial concepts accessible to non-traditional audiences.

Why Creatives and Families Need Real Financial Literacy, Not Just Advice

Too many entrepreneurs, influencers, and even families with growing wealth discover the hard way that taxes, insurance, and investing aren’t optional details—they’re the foundation of long-term freedom. Traditional education rarely covers these essentials, leaving people talented in their craft but vulnerable in their finances. That’s where Tim steps in. As founder of Aurora Private Wealth and co-host of _The Financial Dad_ podcast with his daughters, Tim turns intimidating financial concepts into clear, relatable lessons. With four decades of experience and a mission to make financial literacy accessible, he shows audiences how to take control of their money and avoid costly mistakes. His stories connect across generations and industries, giving listeners a practical playbook for building confidence and security in their financial lives.

Why Trust Is the Missing Currency in Finance—and How to Spot Fraud Before It Costs You

Investment advisor fraud drains billions from Americans every year, yet most victims never saw it coming. The truth is, flashy credentials and polished presentations can mask dangerous conflicts of interest. Tim cuts through the noise with practical tools anyone can use to protect themselves. Drawing from decades in wealth management and the hard lessons behind his upcoming book, he explains how to identify red flags, ask the right questions, and demand true transparency from advisors. With his plainspoken, story-driven approach, Tim empowers audiences to safeguard their money, rebuild trust in financial guidance, and take charge of their financial futures.

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