Wealth Without Bay Street EPISODE 125: Featuring on today’s episode is Tim Yurek, the founder and CEO of Tier 1 Capital, a leading national financial consulting firm. Over his 35+ year career, he has worked with thousands of families across the country helping them achieve their financial goals – like sending their children to college, purchasing a new home or property, planning for business succession and successfully navigating their way through all stages of their financial journey. As the CEO of the company, Tim plays a foundational role in supporting the business. Everything from designing financial plans to identify funding sources to implementing these plans to secure funding. All of this work is powered by the unique application of Tier 1 Capital’s Growth Process. Tim’s promise to clients is to help them truly experience financial freedom by using strategies that minimize risk, increase accessibility, and put them in control of their money.

IN THIS EPISODE, YOU WILL LEARN:

0:00 Introduction

1:25 Tim’s Time and Journey With Nelson

8:15 Looking Back – From 1997 to 2022

11:09 Going Back to the Basics

13:47 Don’t Knock It Till You Try It!

16:52 How Has IBC Evolved Over Time For Tim

21:30 Learning To Manage Finances

26:23 Tim’s Advice to You

30:49 Communicating the Process

33:47 Never Too Late to Start – Nelson’s Start

40:25 Investing For Future Generations

49:31 Who Would Tim Want To Be a Hero To

Get Connected:

LinkedIn: https://www.linkedin.com/in/timothy-yurek

Contact: https://financialprofessionals.massmutual.com/timothy-yurek

Tier 1 Capital: https://tier1capital.com/about-us/