Timothy Sumer

Sean Pyles and Liz Weston are joined by Travel Nerd Meghan Coyle to learn how to travel abroad on a budget - from budget airlines when traveling internationally to watching for hidden fees. They then discuss how to part ways with a financial advisor whose services are unsatisfactory. Suggested Articles: Should You Fly on International Budget Airlines?: How to Find a Financial Advisor Near You: FIRE Movement: Financial Independence, Retire Early: #NerdWallet #SmartMoneyPodcast #FinancePodcast Subscribe to NerdWallet - About NerdWallet: We’re NerdWallet. And we’re not your typical finance company. We believe that everyone should be able to make financial decisions with confidence. We’ve built a team of Nerds with the knowledge, passion, and skills to make that happen. Thanks to our Nerdy experts, see side-by-side comparisons and objective reviews of the best credit cards, bank accounts, and so much more — so you can get even more financial clarity. It’s the smartest d

So, you're looking to minimize taxes? On the Get Ready For The Future Show, we're answering YOUR questions! Like this one from Jerry in Sherwood: "Is there any way to reduce the burden of taxes for inherited IRAs; except converting to a Roth. I've just about decided to start reducing it yearly and paying the taxes myself, but I was wondering if there was anything else I could do. I would like to know what kind of an immediate annuity that you have, since that would be one way. I know I could not pass anything to the heirs that way, but it is one option I am interested in?" The bad news is that there really isn't much you can do to avoid taxes on inherited IRAs, especially due to the SECURE Act of 2020. However, there are some helpful strategies to manage them as best as possible, AND you can work to avoid passing the tax stresses on to your loved ones. - ❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefutur

Welcome to NerdWallet’s Smart Money podcast, where we answer your real-world money questions. In this episode: Learn Nerdy tips to plan a Disney vacation without going broke, and how to choose a retirement plan when self-employed. Suggested Articles: 9 Free or Cheap Things to Do at Disney World Outside the Theme Parks: What Is a SIMPLE IRA Plan? How It Works, Rules & FAQs: Mega Backdoor Roths: How They Work: Chapters: 01:08 - This Week in Your Money 13:00 - Today’s Money Question 29:04 - Takeaway Tips #NerdWallet #SmartMoneyPodcast #DisneyTravelDay Subscribe to NerdWallet - About Smart Money Podcast: Get smart about your personal finances—with help from the Nerds. From answering your real-world money questions to breaking down the latest personal finance news, NerdWallet’s in-house Nerds will give you the clarity you need to make smart decisions with confidence, avoid throwing money away on common pitfalls and penalties, and ensure your money is always working a

Structured products can offer unique investment opportunities and customization but also come with risks and complexities. It is vital to thoroughly understand the product's structure, risks, and potential returns before investing. In this episode, we delve into the value of structured products and recap a past episode about the philosophy of money before continuing our focus on reading and finance by diving into the book, Just Keep Buying by Nick Maggiulli. Nick is a highly regarded author known for his insightful and engaging works on finance and investing. With a passion for demystifying complex financial concepts, Nick has earned a reputation for his ability to present information in a clear and accessible manner. His ability to blend storytelling with data-driven insights made his articles immensely popular among readers of all backgrounds. We discuss the pros and cons of financial products, why investors prefer them, the dark side of structured products, and what in

**Due to minor technical issues with the Zoom call between Ben, Cameron and Professor Campbell, there are portions of audio that were not picked up throughout the interview.** Navigating the world of finance and investing is undeniably complicated, sometimes unnecessarily so. And all too often the people who end up making the most costly financial mistakes are those who can least afford to do so. But what exactly needs to change in order for more people to make wise and well-informed financial decisions? And how do we go about implementing those changes? Joining us today to help us unpack this topic and the many decisions involved in the world of investing is John Y. Campbell, a British-American economist, professor of economics at Harvard, and founding partner at Arrow Street Capital, a systematic asset management firm based in Boston. John has published hundreds of articles on a range of topics including fixed income, equality valuation, portfolio choices, and household fi

This Trends with Benefits podcast episode offers caregiving tools and tips to those in the “sandwich generation” and explains how financial advisors can serve as a key resource when planning for caregiving.... ( read more ) HOW TO: Hedge Against Inflation REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Alternative investment platforms, layoffs, inflation protection and renewables - are these just temporary trends or are they here to stay? As the world continues to face economic uncertainties, investors are turning to new investment options that offer higher returns and more security. Alternative Investment Platforms: Alternative investment platforms have seen a significant rise in popularity in recent years. These platforms offer investors access to a range of asset classes that were previously only available to institutional investors or the ultra-wealthy. From real es

Europe's latest Inflation reading, what next for US markets following a massive move higher last week and whether Nordic markets might be back on investors' watchlist. Don't forget to check out the eToro Academy👉 The Digest & Invest Podcast, by eToro's Sam North and Ben Laidler recorded 01/06/2022. #eToroAcademy #eToro #DigestandInvest This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indi

With the beginning of a new year, comes new #legislation that once again changes the rules of your #retirement. #secureact #genwealth #genwealthfinancial #scottinman #fastestfourminutesinfinance #finance #marketcommentary #marketupdate #financialadvisor #financialadvisors #financialeducation #financialliteracy #financialfreedom ************ Want more content like this (plus bonus content you won't get anywhere else) delivered straight to your inbox? 📥 Visit fastest4.com! FINANCIALLY SMARTER FOUR MINUTES AT A TIME financial insights and updates delivered to your inbox weekly WHAT TO EXPECT: One four-minute video with relevant financial information. Three things you should know from the past week in finance. Two informative or inspirational quotes. One question to ask yourself to make sure you are staying on track with your personal finances. WHAT NOT TO EXPECT: Overly "sales-y" material More emails than you signed up for (we hate spam too) Unicorns. You d