Timothy Sumer

Over the years we've seen the good, the bad and the ugly of Qualified Plans (401K and IRAs). In this episode of Fireside Chats we want to show you both the pros and cons of these plans and how this information is essential for your financial future. Subscribe to Become The Banker for more: Watch Season 1 of Fireside Chats right here: Connect with us: Website: Facebook: Instagram: 00:00 Fireside Chats Intro 00:39 Pros 01:59 Cons 05:29 Why is it important to know this? 06:28 Final words At becoming the Banker, we believe clarity is our mission and certainty is our solution by only using SAFE money strategies. We’re a holistic family-owned financial planning firm with over 70 years of combined successful experience that will help you create and protect wealth without risk. We’re also a Financial School (Larry Larsen’s Eagle Educational Systems, LLC.) registered with the Division of Insurance in over 12 different states. We provide Continuing Education and Pre-licen...

Did you know that the 401K is not free? In fact, 14% of the people think it's free, but it's not! In this video, let's find out the truth about retirement plans and how to protect your money with the Become The Banker strategy. Become the Banker: My Money My Way: Subscribe to Become The Banker for more: Connect with us: Website: Facebook: Instagram: At becoming the Banker, we believe clarity is our mission and certainty is our solution by only using SAFE money strategies. We’re a holistic family-owned financial planning firm with over 70 years of combined successful experience that will help you create and protect wealth without risk. We’re also a Financial School (Larry Larsen’s Eagle Educational Systems, LLC.) registered with the Division of Insurance in over 12 different states. We provide Continuing Education and Pre-licensing education credits for financial professionals such as CFP’s, CPA’s, Financial Advisors, and Insurance Representatives to ensur...

Did you know that with the right policy, you can double your pension on long term care, or have money tax free with no loss guaranteed? Find out in this video how you can achieve that. Subscribe to Become The Banker for more: 2021 LATEST FREE Become the Banker Webinar: Connect with us: Facebook: Instagram: At becoming the Banker, we believe clarity is our mission and certainty is our solution by only using SAFE money strategies. We’re a holistic family-owned financial planning firm with over 70 years of combined successful experience that will help you create and protect wealth without risk. We’re also a Financial School (Larry Larsen’s Eagle Educational Systems, LLC.) registered with the Division of Insurance in over 12 different states. We provide Continuing Education and Pre-licensing education credits for financial professionals such as CFP’s, CPA’s, Financial Advisors, and Insurance Representatives to ensure that their professional licenses remain active. [Relate...

What is the biggest difference between the 401K and Become The Banker Strategy? Find out in this new video why people are losing money in their retirement plans. Subscribe to Become The Banker for more: 2021 LATEST FREE Become the Banker Webinar: Connect with us: Facebook: Instagram: At becoming the Banker, we believe clarity is our mission and certainty is our solution by only using SAFE money strategies. We’re a holistic family-owned financial planning firm with over 70 years of combined successful experience that will help you create and protect wealth without risk. We’re also a Financial School (Larry Larsen’s Eagle Educational Systems, LLC.) registered with the Division of Insurance in over 12 different states. We provide Continuing Education and Pre-licensing education credits for financial professionals such as CFP’s, CPA’s, Financial Advisors, and Insurance Representatives to ensure that their professional licenses remain active. #401k #BecomeTheBanker Feel f...