Tim Meisenheimer, CFA, CFP®
Naperville, Illinois, United States
5K followers
500+ connections
About
I help people use their money to find a fuller life every day.
Maybe it's time to…
Services
Articles by Tim
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What Luck Can Teach You: Part Deux
What Luck Can Teach You: Part Deux
Indianapolis Colts quarterback Andrew Luck’s announcement to retire at age 29 shocked America. The news media focused…
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What a Chef in Amsterdam Can Teach You About Enjoying Your Money
What a Chef in Amsterdam Can Teach You About Enjoying Your Money
So I work in the investment world. People come to me for money advice.
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Andrew Luck Shows America The Right Way to Be Rich
Andrew Luck Shows America The Right Way to Be Rich
Disclaimer: There's probably only a handful of people that truly understand the ins and outs of Mr. Luck's decision to…
10 Comments -
I'm going to tell you about the best and cheapest investment that I ever made. And how I lost it all.
I'm going to tell you about the best and cheapest investment that I ever made. And how I lost it all.
Here's what happened. My favorite donut shop is a good 45-minute drive from my house.
21 Comments
Activity
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Social media doesn't just show you what you want to see. It convinces you that what you see is everything. Chuck Bomar on why everyone thinks…
Social media doesn't just show you what you want to see. It convinces you that what you see is everything. Chuck Bomar on why everyone thinks…
Shared by Tim Meisenheimer, CFA, CFP®
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You went into ministry to see people change. But the moment your organization has to change, everything in you resists it. Chuck Bomar on why the…
You went into ministry to see people change. But the moment your organization has to change, everything in you resists it. Chuck Bomar on why the…
Shared by Tim Meisenheimer, CFA, CFP®
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Most leaders can talk for an hour straight and still never say anything real. Not because they're dishonest, because no one around them is asking the…
Most leaders can talk for an hour straight and still never say anything real. Not because they're dishonest, because no one around them is asking the…
Shared by Tim Meisenheimer, CFA, CFP®
Experience
Education
Licenses & Certifications
Publications
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Donuts, generosity, and a commitment to give more often
National Christian Foundation
See publicationWant to be generous and not sure where to start? Do you see sensational stories of generosity in social media and think "I WISH I could do that for someone, but I don't know how." or "good for them, they should be generous."
Tim tells a story about everyday generosity that you can model and practice to get started on your journey. Reading it will give you the motivation and the first steps to get started. -
3 Steps for Managing Retirement Accounts
Real Simple
See publicationHow do you make the most of your retirement accounts? Tim gets interviewed by Real Simple magazine about getting ready for retirement.
Spend some time up front on a robust asset allocation, and then, automate your savings and rebalancing. After that, fuhgeddaboudit. -
Not Your Momma's Financial Advisor
WealthManagement.com
See publicationMost investment firm's have a stodgy office space, designed to make customers feel inferior, inadequate, and give the financial advisor all of the power.
Tim's wealth management firm, Streamline, help start a trend to redesign their space to empower the investor, feel secure in their finances, and have their advisor sit on the same side of the table as the investor.
Honors & Awards
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Wheaton College Men's Swim Team - Most Inspirational
Head Coach Jon Lederhouse
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7th grade Weldy Vocal Music Award
Ms. Pat Johnson of Washington Junior High
More activity by Tim
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The leaders who say "I don't need anything" are usually the hardest people to reach, and the loneliest ones in the room. If you never let people…
The leaders who say "I don't need anything" are usually the hardest people to reach, and the loneliest ones in the room. If you never let people…
Shared by Tim Meisenheimer, CFA, CFP®
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A $15 billion PE investor was asked “with everything happening in A.I., what would you tell recent college grads?” He said go into wealth…
A $15 billion PE investor was asked “with everything happening in A.I., what would you tell recent college grads?” He said go into wealth…
Liked by Tim Meisenheimer, CFA, CFP®
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Do your kids hate school? Maybe its too easy Maybe they need more Maybe the need a challenge Tom Stoner
Do your kids hate school? Maybe its too easy Maybe they need more Maybe the need a challenge Tom Stoner
Shared by Tim Meisenheimer, CFA, CFP®
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Craig Willeke, CFP®, LUTCF, CLTC
As an advisor, you know how important employee retention is for your business owner clients. This guide from Robert Keebler explores how thoughtful retention plans, from flexible work options to stock-based incentives, can help employers show their teams how much they’re valued, and how advisors like you can help clients use these creative tools to retain and reward their best people. https://bit.ly/49jltwy
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Sara Strohmaier, CFP®, CPWA®
Roth IRA conversions can be a smart way to build tax-free retirement savings — but they require a tailored approach. Consider your cash flow, tax bracket, and estate planning goals. Read Plante Moran Wealth Management’s article to learn how this strategy could support your long-term financial success. #RothIRA #WealthPlanning https://ow.ly/f1UU50XeYhV
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