Timothy Sumer

Mark is back after almost a month off for the holiday and he’s got an episode full of wealth management tips ready to help you tackle your finances. This week’s episode begins with some Slott updates, a review of the current state of the market, and some discussion over relevant headlines. For the Financial Fifteen topic this week, Mark discusses how an investment index works. For the headlines this week, Mark explains how the Bureau of Labor Statistics will be releasing the Consumer Price Index tomorrow and we’ll be able to see what the inflation was for June. Mark talks about how the FED will use these numbers to decide whether they’re going to continue hiking rates or not, and what we can expect from those decisions. For the Slott Updates, Mark chose two updates to share with you. The first regards to 60-day rollovers and required minimum distributions, a subject he touches on often in previous episodes. The second update Mark shares has to do with using an IRS Uniform L...

🌟 retirement planning at 50 || Are You Ready to Retire? 🌟 As we reach the milestone of 50, we often find ourselves reflecting on our accomplishments and contemplating the future. Retirement becomes a prominent topic, with questions like, "Am I financially prepared?" and "Have I done enough to secure a comfortable retirement?" lingering in our minds. retirement planning is a crucial aspect of our financial journey, and at this stage of life, it deserves our utmost attention. Whether you're excitedly looking forward to retiring or unsure about the next steps, it's essential to evaluate your preparedness and take proactive measures. Here are some key considerations: 1️⃣ Evaluate your financial health: Take a comprehensive look at your current financial situation, including savings, investments, and outstanding debts. Assess whether your savings and investments align with your retirement goals and make adjustments if necess...

Retirement Strategy at 60 with $1,500,000 || Protecting Retirement Savings In this livestream we are going to look at a 60 year old couple asking the question, "Can I Retire" and wanting to do retirement planning at 60. We are also going to look at 3 specific retirement strategies: Can I Retire now, Roth IRA Conversion strategy, & How to protect Retirement savings. **Free Retirement Download: The Roadmap to Retirement:** 📊 Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strategies for "retirement planning at 30", "retirement planning at 40", "retirement planning at 50", or even "retirement planning at 60" understanding how much retirement income that you want versus how much you need gives you a roadmap to follow to and through retirement. Here at Pearl Wealth Group, we run a trademarked ...

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