Timothy Sumer

An employer/boss is a person who has authority and control over a business or group of people in the company. Employees are people who use skill and ability to earn an income from the employer by helping them grow the business. To be a boss you must first learn to be a good employee. The question that millions of people ponder daily is do they want to be their own boss or remain an employee. This Financial Freedom Friday Video will let you know if you really should be a boss or embrace being an employee to reach your financial goals. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how

According to a recent survey about 61% or 79 millions American households expect to receive or leave an inheritance. Having an estate plan is critical in allowing your assets to transfer without conflict. Having a proper estate plan gives you the ability to determine what will happen to your assets after you pass and how it will be distributed to your loved ones. The primary goal of an effective estate plan is to preserve wealth. This Friday Financial Freedom video will give you the building blocks of an estate plan. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) r

Full retirement age, also called normal retirement age, was 65 for many years. In 1983, Congress passed a law to gradually raise the age because people are living longer and are generally healthier in older age. These changes have led to many people being confused about what their full retirement age is to receive 100% of their social security benefits In this Retirement Tuesday Tip video we will help you know what your Full Retirement Social Security Benefit age is based on the year you were born. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) rollover mistakes?

Stress and anxiety are common experiences for many people. In fact, millions of adults in the United States say they feel stress or anxiety daily. Many people deal with stress every day. Work, family issues, health concerns, and financial obligations are parts of everyday life that commonly contribute to heightened stress levels. Part 2 of this Retirement Concept video series will give you insight on how to either live rich or live free to enhance your personal lifestyle. 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirement Income MasterClass ➡️ Want to learn how to avoid 401(k) rollover mistakes? Click to download our Fre

Many people would like to know how to increase their income to fight inflation, reach their money goals quicker, or just get some more room in the budget each month. Increasing your income can offer several benefits, including: Reducing stress, pressure you may feel regarding your ability to manage your money, stabilizing your income, make it easier to pay off debt, and save money for future purchases or establish a retirement account . This Retirement Concept video will give you five ways you can increase your income to give you more stability and peace of mind in retirement . 🔴 SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝BECOME ONE OF OUR HIGH VALUED CLIENTS: It only takes 2 steps 1. Complete an application. ➡️ 2. Once application is complete, take our Color of Money Risk Analysis to help us assess your overall risk tolerance. ➡️ Wish to Schedule an Appointment with the Retirement Education Center ➡️ Want to learn more? Watch our 1 hour Retirem

Saving for retirement can be complex. There are a variety of tools available for pre-retirees to set money aside for retirement. Knowing what the differences and benefits are for each vehicle can help you decide what is best for you. In this video, we'll explore the differences Between Self-Directed IRAs and Traditional IRAs. In our 25 years’ experience, Freedom of Choice is the common theme throughout everyone’s dream retirement. And, just as no one’s dream is the same, there’s no one strategy that works for all our clients. You have been diligent about investing in your well-deserved retirement, and we take that seriously! To explore if a Self-Directed IRA or Traditional IRA is best for you, schedule a quick 15-minute call here: Investment advisory services offered through Outlook Wealth Advisors, LLC, an SEC registered investment adviser. Insurance products offered separately through Outlook Wealth Insurance Services, LLC. We are not permitted to offer, an