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

The contribution limit for the Roth IRA is lower than the 401K, but your Roth IRA can help you supplement your retirement income. 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 ➡️ 📖 My YouTube Studio & Equipment 📖 ➡️ 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 - Become a TSP Millionaire - Financial Independence Calculator - ⏰ Table of Contents ⏰ 0:00 Roth IRA Calculator 2:53 Roth IRA at Age 30 3:30 Roth IRA at

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

In order to retire comfortably you need to understand these financial goals to master before you turn 50. retirement planning is tough but this list will help. Social Security, HSA, Retirement Withdrawal, Cash Flowing Assets and more. The most important things to know for financial independence and to set you up for life! Social Security, HSA, Retirement Withdrawal, Cash Flowing Assets and more. #retirementplanning #etfinvesting #financialgoals 3 Fund Portfolio BY AGE: Join the Patreon Group for EXCLUSIVE content: Live stock purchases, live Q&A exclusive ZOOM for members only, and a very strong investing community to network with so we can all reach FINANCIAL FREEDOM FASTER! Other Videos You'll Enjoy! 💰Own THIS MANY Stocks and ETFs: Perfect Portfolio: 💰3 ETFS THAT MAKE YOU RIDICULOUSLY RICH: 💰 Best Order to Invest Your Money in 2023: 💰If I Started Investing Today (From $0), THIS IS WHAT I'D DO: 💰SCHD - BEST DIVIDEND ETF: 💰 SAVE MORE MONEY (bet

401k rollover strategy to retire at 55 #financialfreedom #retirement #retirementplanning **Free Retirement Download: The Checklist to Retirement:** 📊 **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: ☎️ **Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: ** 🖥️ 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 retirement investment and retirement income plan for individuals and families who are

📈 Can I retire at 61 with $550,000 after being laid off? Key Steps for a Secure Retirement! 📉 As a financial advisor, I often encounter individuals facing unexpected career transitions, like being laid off, leading to questions about their retirement plans. Today, I want to address a common scenario and provide actionable steps for those considering retirement at 61 with $550,000 in savings. Assess Your Financial Situation: Begin by thoroughly evaluating your current financial & retirement standing. Take stock of your savings, investments, debts, and any potential sources of income during retirement. Understanding your financial landscape is crucial before making any retirement decisions. Set Clear Retirement Goals: Define your retirement lifestyle and financial goals. Consider factors like your desired standard of living, travel plans, healthcare needs, and other retirement expenses. This clarity will help you determine if your retirement savings align with your ret

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?

🤳 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 - Become a TSP Millionaire - Financial Independence Calculator - #FIREPsyChat #FinancialIndependence #ChatGPT 🎵 Music and Sound Effects Provided by Epidemic Sound 🎵 Disclaimer: I am not a financial advisor. I am solely sharing my personal experience and opinions. All Strategies, tips, suggest

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

People do Roth IRA conversions because they want to save on taxes or create a larger legacy for the next generation. It’s not easy to know if Roth IRA conversions are right for you. The answer to these questions will help you narrow in on this important decision. 🔥 What Issues Should I Consider Before I Retire? Get started today: Subscribe to be notified of future videos: 🔑 Key Topics : 0:00 - Intro 0:57 - Roth Conversions 5:00 - Planning Software 8:06 - Is It Good for Us While We’re Alive? 8:58 - Is It Good for My Heirs? 10:49 - Am I Willing to Let It Defer for Several Years? 11:31 - Outro ___________________________ We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process. ___________________________ CONNECT 🤝 Nick's Newsletter: Facebook: Instagram: Linkedin: YouTube: ___________________________ CONTA

How much do you need to invest every year to have $1 million in tax-free money in your Roth IRA? How can your Roth IRA supplement your pension income? Did you know that you can use the Roth IRA for your early 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 - Ho