Custom Wealth Strategies for Uncertain Markets with Tim Smith CFP

Portfolio Pulse: The Money Podcast for Entrepreneurs
09/09/2025 27 min

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Episode Synopsis

In this episode of Portfolio Pulse, Steven Huskey sits down with Tim Smith, CFP®, founder and CEO of Aurora Private Wealth. With over 40 years of experience navigating market cycles, Tim shares how he helps high-net-worth clients and advisors prepare for volatility through customized strategies, downside protection, and advanced planning. From separating politics from investment decisions to tailoring portfolios for both risk tolerance and emotional resilience, Tim reveals why true personalization—not scalability—is key to building lasting financial confidence.

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