Timothy Sumer

Invest for Life: Risk How do you deal with risk in your investments? Capital at risk. Find out more: Facebook: Twitter: LinkedIn: Instagram: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GOLD: Gold IRA Account CONVERT IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Invest for Life: Risk & Reward When it comes to investing our hard-earned money, the ultimate goal is to achieve financial security and fulfill our long-term aspirations. However, investing is not a one-size-fits-all approach. It requires careful evaluation of risk versus reward, considering personal circumstances, goals, and investment horizon. As the saying goes, "No risk, no reward," but it is important to strike a balance between taking risks and ensuring a reasonable return on investment. Before delving into the world of investing, it is crucial to understand the concept of risk. Risk refers to the potential for a loss or a vari...

How to retire using an ISA & PENSION tax efficiently // UK Pension & ISA In some recent research from Aviva the age at which most aspire to retire early is at age 60. This therefore leaves a gap between age 60 and their State Pension age. This video looks at the position of having both pension and ISA assets and considers where should the income be taken from and how it can be balanced and drawn in the most tax efficient manner. We'll also consider the death benefit position of each in terms of tax. Aviva article referenced: I can be contacted at edmund@featherstonepartners.co.uk 🗒 Please note: The information provided is based on the current understanding of the relevant legislation and regulations and may be subject to alteration as a result of changes in legislation or practice. Also it may not reflect the options available under a specific product which may not be as wide as legislations and regulations allow. All references to taxatio...

On today's episode of the Do More With Your Money Show, True Potential Chief Executive, Daniel Harrison is joined by a panel of investment experts to answer your questions on inflation, investing, ISAs, pensions, and much more. 0:00 Your questions answered 2:03 Are July's positive markets a sign of a corner being turned? 3:13 Is inflation finally coming down? 10:40 What is the reality of the UK economy growing? 12:13 Is there actually a "crisis" in the cost of living? 16:17 At what point in life do you need a financial adviser? 18:47 How often should I log in to the True Potential app? 21:21 How quickly do valuations update on the True Potential app? 23:21 Is it better to be in an ISA or Pension? 27:38 Will Truss or Sunak be best for the UK economy? 36:32 How can I consolidate my Pensions? 37:24 How long does an ISA transfer take? 38:22 How did China and Taiwan affect markets? 38:56 What are the panel's thoughts on ethical investing and ar...

How can you power your pensions and retirement? Our expert panel provide the answers to your most asked questions on investing towards a richer retirement, including top tips on consolidating your Pensions and making your money more tax efficient. Plus, how to use an ISA effectively, our panel’s thoughts on the economy this year, and our personal highlights from another fantastic year at True Potential. 0:00 Is delaying retirement a good idea amid volatility? 4:18 When should I change investment risk category? 7:37 How many beneficiaries can you name in expression of wish? 10:19 Why should I name beneficiaries? 13:10 What is the benefit of consolidating Pensions? 17:10 How easy is it to consolidate Pensions? 18:58 Can I transfer my ISA into a Pension? 22:42 What's the easiest way to find lost Pensions? 24:44 What's the top tip for starting to invest? 27:21 What can we expect in the economy next year? 31:02 What is the highlight of the year at True Potential? Thanks ...