Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 28 March 2023

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The founder of Timothy Financial Counsel on the best candidates for hourly advice, direct indexing and tax planning, and how his firm advises clients in retirement.

Transcript

Click on a timestamp to play from that location

0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of Lansing, Michigan, and Jackson
0:21.4	National Life Insurance Company of New York. Purchase New York.
0:26.1	If you're looking for even more investing insights, data, and analysis, join us at this
0:31.4	year's Morning Star Investment Conference, April 25th through 27th in Chicago. We have a great
0:37.4	agenda this year featuring top financial minds.
0:40.5	From market gurus like Liz Ann Saunders to great investors like Steve Romick, to retirement
0:45.9	planning experts like Mary Beth Franklin and Dr. Laura Carstinson, there is something for
0:50.9	everyone looking to tackle the challenges and opportunities for investors
0:54.3	in the current market.
0:55.8	We're in person only this year, so check out the link in our show notes to register.
1:00.8	We're looking forward to seeing you in Chicago.
1:03.5	Please stay tuned for important disclosure information at the conclusion of this episode.
1:09.7	Hi, and welcome to the Longview.
1:11.9	I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
1:16.3	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
1:20.7	Our guest on the podcast today is Mark Berg.
1:23.8	Mark is the founder of and lead advisor at Timothy Financial Council, which is an hourly financial
1:29.1	planning firm that he started in 2000. Prior to launching Timothy Financial, Mark served as a client
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.