Retirement: Redefined

22. Meet Our Newest Paraplanner: Tim Monson


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Born and raised in Iowa, Tim Monson lives in eastern Pennsylvania with his wife and four sons. Tim values seeing people live their lives with focus. His goal is to bring value to the lives of those around him in practical ways, and there are few better ways to do that than building trust through helping clients find clarity and purpose in utilizing their money to enjoy their lives. In this episode, Tim joins the show to discuss his current role in our team and share a bit about how he got started in the industry.

Tim believes you must treat people the way you want to be treated, and this is a phrase he lives by, which is evident in his work. Listen in as he shares the value of having a thick skin and the importance of ensuring you are doing the right thing—not the thing that makes everyone happy.

What You'll Learn:
  • The value of having thick skin.
  • Why you should always treat people the way you want to be treated.
  • What Tim has learned throughout his years.
  • How he ended up working with the Fiat team.
  • Tim's core values.
Ideas Worth Sharing:

"Treat people the way you want to be treated." – Tim Monson

"Don't always do things to please people—do things because it's the right thing to do." – Tim Monson

"[The most important elements] are quality, value, and trust." – Tim Monson

Resources:
  • Tim Monson: Fiat Wealth Management | LinkedIn

  • The Alchemist by Paulo Coelho

...more
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Retirement: RedefinedBy Brad Gotto & Carly Carlson

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