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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

Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

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

November 14, 2025

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About this episode

In this conversation, Tim Smith shares his journey from being an actor to becoming a successful financial advisor. He discusses the importance of having a strategic plan, the need for effective communication skills, and the value of mentorship in navigating the financial advisory landscape. Tim emphasizes the significance of personal development and self-awareness, as well as the challenges of transitioning between firms. He also highlights the balance between insurance and investment in financial planning and sets bold goals for his future in the industry.

Takeaways

Tim transitioned from acting to financial advising after finding a passion for investing.

Having a strategic plan is essential for success in the advisory business.

Communication skills are crucial for building client relationships.

Finding the right fit in the industry can significantly impact career satisfaction.

Balancing insurance and investment is key to effective financial planning.

Transitioning firms can be challenging and should be approached with caution.

Investing in personal development is a high-return investment for advisors.

Feedback and self-awareness are vital for growth in the advisory field.

Lifelong learning is necessary to stay relevant in the industry.

Setting bold goals can reignite passion and drive in one's career.

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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

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

Get Your FILL, Financial Independence and Long Life

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

Get Your FILL, Financial Independence and Long Life

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

Beyond Budgets Podcast

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

Beyond Budgets Podcast

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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