🚀 In this episode of The Real Estate Round Table, host Lancelot Lenard welcomes Tim Clifford, CFP®, founder of Core Wealth Consultants and creator of the Plan Assist Framework. From trading at the Chicago Commodity Exchange to guiding families at Charles Schwab, Tim shares decades of experience helping high-net-worth families diversify, protect, and grow their wealth. They dive into the dangers of tying net worth solely to your home, smart strategies for investing outside real estate, and the principles that separate the top 3% of wealth builders from everyone else.
🎧 Hosted by: Lancelot Lenard
👤 Guest: 🏡 Tim Clifford, CFP® – Founder of Core Wealth Consultants
Timothy Clifford, CFP®, is a Certified Financial Planner® and founder of Core Wealth Consultants in Winter Garden, Florida. With decades of experience in financial services—starting on the Chicago Mercantile Exchange trading floor and later at Charles Schwab—Timothy has guided high-net-worth families in building, diversifying, and preserving wealth. He created the PlanAssist® framework, built on three principles: Have a Plan, Be Diversified, Seek Counsel.
💡 What You’ll Learn:
✔️ Lessons Tim learned from trading at the Chicago Commodity Exchange
✔️ The Plan Assist framework: Plan, Diversify, Seek Counsel
✔️ Why most Americans’ wealth is locked in their homes—and why that’s risky
✔️ Smart ways to build wealth outside of home equity
✔️ The emotional side of investing and how to stay disciplined
✔️ How real estate fits into a diversified financial plan
✔️ The #1 wealth-building habit of high-net-worth families
🎵 Whether you’re a homeowner, investor, or future retiree, this episode will shift how you think about wealth and inspire smarter financial strategies.
💼 Connect with Tim Clifford:
🌐 Website → http://www.planassist.com/
🔗 LinkedIn → https://www.linkedin.com/in/timothyclifford
▶️ YouTube → https://youtube.com/@PlanAssist
🐦 X (Twitter) → https://x.com/myplanassist
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