Most financial advisors are general practitioners. They don't specialize in retirement. We find that this leads them to accepting and recommending generally accepted advice. While this general advice may be good for some, it certainly isn't appropriate for everyone. retirement planning is a dynamic, fluid process. What's good today, may not be good tomorrow. As times change, your advisors advice should change as well. We find that this isn't the case and too often the same advice is given to clients that was made sense 15 years ago, but is out of date today. This video explores one of the biggest mistakes we constantly hear from new clients that their previous advisor had told them. We when do the analysis, and show them the math, they are shocked that such reputable firms would give such bad advice for their situation. It's not that they are bad people, it's just that they are general practitioners and don't specialize in retirement. Often
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)