Tim Polak, Financial Educator
Eradicating Financial Illiteracy at WealthWave, the How Money Works Company
Phone
Phone
Email
Email
Facebook
Facebook
LinkedIn
LinkedIn
Apple Podcast
Apple Podcast
Schedule an Appointment
How Financially Literate Are You? Take This Quick Quiz and Find Out Now!
How Financially Literate Are You? Take This Quick Quiz and Find Out Now!
The Story of WealthWave + Video
The Story of WealthWave + Video
This brochure tells the story of WealthWave—why it exists, why this moment matters, and how financial education is changing lives at scale. It lays out the reality of the largest wealth transfer in history, the growing leadership gap in financial guidance, and the consequences of a system where most people were never taught how money works. It introduces WealthWave’s education-first mission, the 7 Money Milestones, and TheMoneyBooks series (How Money Works, How Money Works for Women, and How Money Works for the Next Generation) as the foundation for restoring clarity, confidence, and control. More than an overview, this brochure is an invitation to recognize a once-in-a-lifetime window of opportunity—and to step forward as a leader equipped to guide families, shape futures, and build lasting impact through financial literacy.
How Money Works in the Media
How Money Works in the Media
Our Educational Platform
TheMoneyBooks
TheMoneyBooks
Free e-Book!
Free e-Book!
The Money Milestones
The Money Milestones
Classes
Classes
Teach It Forward
Teach It Forward
The Rule of 72
The Rule of 72
The Rich Person Roth
The Rich Person Roth
The Financial Swiss Army Knife
The Financial Swiss Army Knife
Live Classes
30 Min Zoom Class, Mondays 8pm EST
30 Min Zoom Class, Mondays 8pm EST
Congratulations! Our goal is that you'll learn more about money in 30 minutes than most have heard in their life! Sit back and Enjoy!
Wine, Women, Wealth Wednesdays
Wine, Women, Wealth Wednesdays
Embrace Diversity
Be the Change
Be the Change
Together We Rise
Together We Rise
El Camino a la Libertad Financiera
El Camino a la Libertad Financiera
Client Forms
Financial Needs Analysis
Financial Needs Analysis
Where do you spend your money? There is no judgement here. We are just trying to get facts gathered in black and white. Fill this out as accurately as you can listing things monthly (if you list something annually, just note it)
Information for Completing Insurance Applications
Information for Completing Insurance Applications
Please fill out completely
Information for Completing Annuity Applications
Information for Completing Annuity Applications
Please fill out completely
Medicare
How Medicare Works
How Medicare Works
Medicare 101
Pre-Medicare Meeting Form
Pre-Medicare Meeting Form
Agent Use
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WealthWave Agents | Linktree
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