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Adviser links: Roth crazy

Abnormal Returns

epsilontheory.com) Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model. Podcasts Matt Zeigler talks with Daniel Crosby about his new book "The Soul of Wealth" and much more.

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#FASuccess Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand, With Mark Berg

Nerd's Eye View

Welcome to the 389th episode of the Financial Advisor Success Podcast ! Mark is the Founder of Timothy Financial Counsel, an RIA based in Wheaton, Illinois, that is on track to generate approximately $5 million in annual revenue this year serving 800 client households. Welcome everyone! My guest on today's podcast is Mark Berg.

Planning 225
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Adviser links: spreadsheet knowledge

Abnormal Returns

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. morningstar.com) Justin Castelli talks 'unanswered questions' with Melissa Joy about her chapter in "More Than Money."

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Your Richest Life Celebrates Nine Years

Your Richest Life

I also spend time offering financial counseling for women with the Gatehouse group , a local group that helps women dealing with hardships as they work toward permanent change. My family and I had lots of fun traveling this year, too.

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Personal finance links: unfair comparisons

Abnormal Returns

humbledollar.com) Advice Provide people with financial advice when and where they need it. sciencedaily.com) An example of how financial counseling can work in practice. obliviousinvestor.com) Planning There is so much more to financial life than investing. (morningstar.com) Don't gorge on company stock.

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What Is Budget Counseling And How Does It Work?

Clever Girl Finance

The good news is there are several reputable sites where you can find a budget counseling service that can help you get back on track with your finances! Financial Counseling Association of America The Financial Counseling Association of America (FCAA) is an organization with financial counselors available to help you.

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How Consumer Credit Counseling Works

Clever Girl Finance

Financial Counseling Association of America Another reputable credit counseling service with available certified credit counselors is the Financial Counseling Association of America (FCAA). Beyond the free counseling service, what else is available? What makes a credit counselor credible?