Timothy Sumer

In this video, Colin Exelby, CFP® explains the key retirement plan deadlines you need to know before the year ends! Whether you're a business owner, have a SIMPLE or SEP IRA, or found yourself over-contributing to a Roth IRA in 2022, we've got you covered. Make sure your financial strategy is on track as we approach the new year! Top Personal Finance Tools: #1: ★☆★ Rocket Money (originally called TrueBill) ★☆★ #2: ★☆★Personal Capital ★☆★ OTHER RESOURCES ★☆★ Financial Freedom 2023: How to Create a Tax-Free Retirement Income ★☆★ ★☆★ How to Create a 💯 % Tax-Free Retirement Income PLAYLIST ★☆★ ★☆★ Book Your Free Consultation! ★☆★ ★☆★Gusto Bookkeeping★☆★ [About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management. I provide financial planning for business owners and their families that makes sense. Transformational change is made when you focus on the big pi

Join Corey Stackhouse as he dives deep into the world of Health Savings Accounts (HSAs). Discover the benefits, tax advantages, and unique ways you can leverage your HSA for future financial well-being. 📌 Important Note: Always consult with your trusted financial advisor, CPA, or legal counsel before making any decisions. Every individual's financial situation is unique. 👍 Support Our Channel: If you find value in our content, please give us a thumbs up, share with others, and don't forget to subscribe for weekly insights into the world of finance! For personalized financial planning and tax advice, reach out to us. Contact details are below: Corey M Stackhouse, CFP® Financial Advisor | Insurance Agent ​| Owner www.stackenterprises.com 516 S. Ohio Ave - Sedalia, MO 65301 (660)570-4114 (Call or Text!) Stack Enterprises is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitatio

When you enter into retirement, you’re no longer going to have that company paycheck coming in. It’s a new world and one that you have to be emotionally and financially ready for. Without that steady income stream from work, people most commonly rely on income from their investments. Depending on where you’ve been saving, your money will likely come out of an IRA or a 401(k) and those withdrawals will be subject to tax. Based on the amount of debt our country is facing right now, where do you think taxes are going in the future? If tax rates go up in the future, that will effectively lower your retirement income when it comes time to pull money from those accounts. In this video, we’re going to address a question we get all the time by sharing six ways on how to get more tax-free income in your retirement. #retirementplanning #taxfreeretirement #taxplanning Here's what we cover in this financial video: 0:00 – Intro 1:31 – Making Roth contributions 3:07 – Contribut

My income streams and where I put my money! Today, we'll go over a ~personal finance~ update where I tell you all exactly where I put my money, including: my investments (voo etf, individual stocks), roth 401k, health savings account (HSA), roth IRA, and my liquid assets! ✨ Please DEMOLISH the like button, I'll love you forever 🤠 Instagram @taykbell → Watch next: Contulting Q&A → I moved to NYC: → Day in my life as a consultant → Things shown in this video: Fake tree in my room: 0:00 Exciting agenda 0:30 My 4 income streams 2:14 My proprietary filtering method 2:31 Roth 401k 4:18 Roth IRA 4:39 Health savings account (HSA) 5:25 Why I max out my accounts 6:12 Liquid assets (how much) 7:13 My investments 8:53 Bull? Bear? 🤔 ✨ Equipment I use for filming ✨ ➢ My camera (aka my phone): ➢ My mic (for sit-downs): ➢ iPhone hand-held vlogging gimble: ➢ Noise Canceling Headphones: ➢ Ring Light: 🎵 Music Epidemic Sound → use link for FREE 30 day trial Sho

***Lively has started charging $24 or forces you to hold a minimum of $3,000 in their HSA. Due to this change, I do NOT recommend them any longer. Please do not use this company. A Fidelity HSA is currently free at this time*** An HSA (Health Savings Account) is one of the best investments you could ever make. This is especially true for anyone pursuing Financial Independence Retire Early. The HSA gives you the chance to invest your money tax-free, let your money grow tax-free, and you can even withdraw your money tax-free. In this video, I'll show you how to turn your HSA (Health Savings Account) into one of the best retirement accounts you've ever had. Car Hacking Strategy To Get Free Cars FOREVER: The Best Bash Back Credit Cards: Accepted medical expenses: Check Out My Recommendations (It helps support the channel): 🔥 M1 FINANCE Investing- Free $10 (once you deposit at least $100 within 30 days) Here's a video on how to use M1 Finance 📝 Empower (

***Lively has started charging $24 or forces you to hold a minimum of $3,000 in their HSA. Due to this change, I do NOT recommend them any longer. Please do not use this company. A Fidelity HSA is currently free at this time*** An HSA (Health Savings Account) is one of the best investment accounts available to someone pursuing Financial Independence or Early Retirement. Although the name has "health savings" in it you should treat it like a "health investment" account to get the full benefits they offer. Someone who isn't pursuing FIRE can still take advantage of the benefits as well. When you use an HSA account you get access to triple tax savings. Not only do you avoid paying taxes when the money goes into the account, but you also skip out on paying taxes on the growth of your investments and when money is withdrawn from the account. The fact that you're able to invest money within an HSA is another added bonus as well. If you instead use thi

Why Should I Use a Health Savings Account (HSA)? Learn to budget, beat debt, & build a legacy. Visit the online store today: Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus some of the best moments from the show. Watch debt-free screams, Dave Rants, guest interviews, and more! Want to watch FULL episodes of The Ramsey Show? Make sure to go to The Ramsey Show (Full Episodes) at: Check out the show at 4pm EST Monday-Friday or anytime on demand. Dave Ramsey and his co-hosts talking about money, careers, relationships, and how they impact your life. Tune in to The Ramsey Show and experience one of the most popular talk radio shows in the country! Ramsey Network (Subscribe Now!) • The Ramsey Show (Highlights): • The Ramsey Show (Full Episodes): • The Dr. John Delony Show: • The Rachel Cruze Show: • Anthony ONeal: • The Ken Coleman Show: • The Christy Wright Show: • EntreLeadership: ... ( rea

Exactly how I invest my Fidelity HSA! The HSA, or Health Savings Account, is the single most powerful wealth-building vehicle out there. I talk all about how the HSA (Health Savings Account) works, what is an HSA, my Fidelity HSA investments, and a thorough Fidelity HSA review. ***ATTENTION: I have a new Instagram and TikTok handle @itsrosehan *** That's my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me. TIMESTAMPS 00:01:10 - What is an HSA and how does it work? 00:03:40 - Fidelity HSA pros and cons 00:05:00 - Where the HSA fits into your budget 00:07:35 - How to invest your Fidelity HSA __________ ***FREE TRAININGS 🤓*** THE 3 SECRETS TO INVESTING IN TIMES OF UNCERTAINTY 📈 How to build wealth on autopilot, even if you're scared, totally confused by financial jargon, and tend to get stuck in “analysis paralysis”. ← SIGN UP HERE $1K ON THE SIDE 💸 3 insider ti

***Lively has started charging $24 or forces you to hold a minimum of $3,000 in their HSA. Due to this change, I do NOT recommend them any longer. Please do not use this company. A Fidelity HSA is currently free at this time*** In this video, I'll go through the 6 HSA mistakes to avoid. An HSA (Health Savings Account) is one of the best investment accounts available to someone pursuing Financial Independence or Early Retirement. Although the name has "health savings" in it you should treat it like a "health investment" account to get the full benefits they offer. Someone who isn't pursuing FIRE can still take advantage of the benefits as well. When you use an HSA account you get access to triple tax savings. Not only do you avoid paying taxes when the money goes into the account, but you also skip out on paying taxes on the growth of your investments and when money is withdrawn from the account. The fact that you're able to invest money wit

Health Savings Account (HSA) plays a major role in my early retirement strategy. The HSA comes with quadruple tax benefits that can lower your taxable income and create a cash flow in retirement. Want to create live streams like this? Check out StreamYard! ➡️ Private Group Coaching with Psy ➡️ 🤳 Psy on TikTok, Facebook, Instagram 🤳 📖 Get Your Free Financial Spreadsheets and Resources 📖 ➡️ 👨‍🏫 Free Financial Coaching 👩‍🏫 Schedule a free 20-minute Individual Coaching Session Schedule a free 30-minute Couple's Coaching Session ➡️ 📧 Email: hello@firepsychat.com 📖 What’s on my display shelf? 📖 ➡️ For sponsorships and business inquiries ➡️ media@firepsychat.com 📷 Additional FIRE Videos Mentioned In this Video 📷 Our $3.7 Mil Fat FIRE Plan - How We're Saving 70% of Income (2023) - My $1.1 Mil Fat FIRE Progress (Sep 2022) - How to Become an Ordinary Millionaire - How to Start F.I.R.E - The Ultimate F.I.R.E Guide - How to Invest in an HSA -

5 GREAT REASONS TO LOVE HSA'S! 2022 contributions -$3,650/individual , $7,300 Couple and $1,000 catch up if over age 55 Qualifying High Deductible Health Plan (HDHP) annual out-of-pocket cannot exceed $6,900 for self coverage and $13,800 for family. Link to HDHP video - High Deductible Health Plans (HDHP) With HSA! SCHEDULE A ZOOM MEETING WITH BRAD: Get more info today! Click below: You can reach me at brad@fortunefinancialgroup.com or website www.fortunefinancialgroup.com Link to Deeper Dive into HSA video - HSA Accounts - a Deep Dive Into Health Savings Accounts How much can you contribute? Who Can Use HSA’s? What about the burden of having a high medical insurance deductible? How does the money grow in a Health Saving Account? Blog Post - Health Savings Accounts are Fantastic for Retirement! Learn about best ways to invest money in 2018. And don’t forget to visit and learn more here: Don’t Forget To Subscribe - ... ( read more ) LEARN MORE ABO

Get to know how much you can contribute to a Roth IRA or Traditional IRA, 401k, and HSA for 2023! Add me on Instagram: michellemarki If you max out these retirement accounts, you can make the most of compounding your investments! Timestamps: 0:00 Retirement Investing 2023 Intro 0:34 Contribution Limits 2023 1:59 Roth IRA 6:02 Traditional IRA 7:42 401k 10:16 Solo 401k, SEP IRA, SIMPLE IRA 10:57 Health Savings Account (HSA) 14:27 Invest To Retire Comfortably Since it's never too early to start saving and investing for retirement, I feel strongly passionate about maximizing my retirement investments and helping my friends and family to do the same. So I hope the detailed information I put together will be helpful to your retirement investing education! I love Roth IRAs the most because you are not forced to take a required minimum distribution (RMD) from them, unlike a Traditional IRA, pre-tax 401k, and Roth 401k. The major benefit with the Roth IRA is you pay taxes whi

An HSA in early retirement can be one of the most impactful financial tools available if you are looking to achieve Financial Independence, Retire Early. The triple tax savings provides flexibility for those looking to retire early. Additionally, an HSA allows you to invest in dividend growth ETFs like SCHD and DGRO or something as simple as the total US stock market with VTI. In this video, I go into detail on how we plan to use an HSA in early retirement. 1) What is an HSA 3:18 2) Tax benefits 11:57 3) Investing with an HSA while working towards early retirement 13:40 4) How to use an HSA in early retirement 18:17 ▸ Try M1 Finance: ▸ Seeking Alpha Premium (get 58% off): ▸ Net Worth Tracker (Personal Capital): How to transfer to M1 Finance: My dividend growth portfolio: How to pay ZERO taxes on JEPI or SCHD dividends: How to invest with a Roth IRA for the long-term: 5 things you probably didn't know about a ROTH IRA: Dividend ETF Portfolio: How to invest