Timothy Sumer

My wife had an old 401k from a previous employer. It was pretty small, but it was another account to keep track of. I called Fidelity and their customer service was great. They made the rollover a piece of cake. Want to get $10 free with M1 Finance ? The gear I use in my videos Canon Camcorder Vivitar Wide Angle lens USB Microphone Shotgun Microphone Green Screen Ring Light LED Video lights *these are affiliate links*... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Fidelity Made My 401k Rollover So Easy If you're like me, the thought of dealing with financial matters can be overwhelming. Between figuring out your retirement savings and navigating the complexities of investment options, it's easy to feel bogged down. However, when it came to rolling over my 401k, Fidelity made the process incredibly easy and hass...

In this video, I discuss the differences between Investing and Saving. It's important to understand the differences in order to make the right financial investment decisions. Investing is basically putting your money to work in order to generate a positive return with the expectation of generating income, profits or gains. One can invest in many ways either directly or indirectly such as using money to start a business, buying real estate or into the stock market. Investing is different from saving because investing means that there is some risk involved because the project could fail, you have market risk also.. so investing involves speculation. The speculation that your investment could grow but also that it could also fail. The core principal of investing is to outpace the rate of inflation. Inflation is the gradual rise in prices and the slow decline in purchasing power of your dollars over time. The goal is to make enough off your investments to exceed the dec...

Are you wondering which investment to make for the future? In this video, we're comparing two popular investment options: market index funds and inflation-adjusted 500 stocks. Market index funds are a good option if you want to have a balanced investment portfolio that will protect you from volatility and market fluctuations. However, inflation-adjusted 500 stocks are a better option if you're worried about the future stock market crash.@yulandadavis2255 ✅Listen to music to Relax -Motiva Melodies: ✅Free E-book: ---------------------------------------------------- ✅DONT FORGET TO SUBSCRIBE FOR MORE CONTENT➜ ✅Additional learning: www.youtube.com/@irsvideos,www.youtube.com/@irsmultilingual ✅Follow me on LinkedTree: ✅Amazon Author Page: ✅Purchase Merch at Financial Odyssey Store: ✅TikTok: ✅YouTube Children Channel: ---------------------------------------------------- OTHER Affiliate Resources: ...

BONDS 101 // One way to protect yourself from a market crash is by holding some bonds in your portfolio. Find out why bonds are considered a "safe haven" asset, and for a beginner-friendly tutorial if you know nothing about bonds. I'll talk about what a bond is, how to choose bonds to invest in, and finally, I'll go over some specific ways you can invest in bonds for your own portfolio. With zero jargon or financial gibberish! ***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. __________ ***FREE DOWNLOAD: FIDELITY INDEX FUNDS CHEATSHEET A simple cheat sheet to help you pick the best stock and bond index funds. __________ ***BOOKS I RECOMMEND 📚*** I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials) The Little Book of Common ...

In this video, I talk about 3 ways you can cash out your money from your Roth IRA by retirement. 1. Dividend collection 2. 4% Rule 3. Sell covered calls I hope this video helps! If you want to learn more about Roth IRAs and getting started as a beginner, come ask me questions next Tuesday at 5:30PM: Also, let me know your questions or video recommendations in the comments below! -Steve :) #financialfreedom​​ #finance​​ #trading​​ #millionairemindset​​ #millionaire​​ #wealth​​ #coveredcalls​​ #optionstrading​​ #investing​​ #stockmarket​​ #stocks​​ #beginner​​ #realestate​​ #finances​​ #home​​​​ #makemoney​​ #retire​​ #entrepreneur​​ #selfmade​​ #financialliteracy​​ #daytrade​​ #motivation​​ #financialeducation​​ #money... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA $40,000 Passive Roth IRA Income: A Path to Financial Freedom re...

What is the UK inflation rate and why is it so high? I explain what inflation is and how its affected by various factors, how interest rates play a role in this and when we can expect the UK inflation to normalise again. Check out my links below💻🖥️. It really helps me out if you use these ♥️ 📈 Start investing with InvestEngine. Receive a £25 welcome bonus when you sign up and top up £100 (terms & conditions apply). InvestEngine® is a trading name of InvestEngine (UK) Limited, a company incorporated in the UK with company number 10438231. InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority (FRN: 801128). Capital at risk. Get a free share with Trading212 📈: Join Trading 212 Invest with my link, and we will both get free shares: Instagram(s):📷📸 I respond to all messages on here My Camera Gear 📷🎥 If you buy from here, I get a sma...

John C. Bogle, the founder of Vanguard, now the largest mutual fund company in the world and the creator of index funds, which account for 28% of all stock mutual funds. We have a special treat for you this week- an extended interview with one of a kind investment legend, John Bogle. Jack, as he is known to many of us, is the founder of Vanguard, the low-cost investment giant famous for the index funds which he created there in 1976. His first index mutual fund, now named the Vanguard 500 Index Fund because it is modeled on the S&P 500 market index, now has over $100 billion in assets, as does its equivalent fund for institutional investors. It’s growing rapidly because of its low cost, largely passive investment model. Called a mutual company, Vanguard is the only mutual fund company owned by its fund investors, not private or public stockholders. Bogle set it up that way as he puts it to insure it would act as a pure “fiduciary”, putting the interests of its invest...

The Link to the Full Video: The financial world is still reeling from the collapse of Silicon Valley Bank. While U.S. regulators have stepped in to contain the crisis, shockwaves are still echoing through the economy, with many nursing concerns about the health of the financial system. Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones: Your Next Five Moves: Master the Art of Business Strategy: Would You Benefit from an Extra $500 Each Month? MintBuilder: Trusted Forex Signals, Forex signals with unbeatable performance: TRB BLACK CHECK - Golden Patriots Future: The Links are affiliate Links. #Recessions #BankFailures #FinancialCrises #EconomicCollapse #MarketCrash #CreditCrunch #FinancialStability #DebtCrisis #MonetaryPolicy #economicrecovery #FinancialRegulation #BankingCrisis #MarketVolatility #GlobalEconomy #EconomicIndicators #CreditRisk #AssetBubbles #FinancialPlanning #InvestmentStrategy #BusinessCycle DISCLAIMER: The ...

#investing in a #rothira in a no brainer especially for #investingforbeginners. 🚍Get on BUS: 💰Become a Swing Trader: BestofUsInvestors.com 📚 Get Your First Book Free From Audible: 🐤 Twitter: 📸 Instagram: 👩‍👩‍👧‍👦 LinkedIn: 👨‍⚖️ LIMITED TIME OFFER | SEEKING ALPHA | PREMIUM PLAN ON SALE! | $99 for the First YEAR! | 7 Day Free Trail | Click to Learn More! ___________________________________________________________________________ Charting: 😊TradingView: Searching For The Right Stock Protect Your Computer Data: Get👮‍♂️ Surfshark VPN at and enter promo code INVESTORS for 83% off and 3 extra months for free! _______________________________________________________________________________ 🎬 30 Day Amazon Prime Movie Free Trial Link: _________________________________________________________________...

In this video, we'll be discussing the top 10 recession proof stocks in the Dow Jones & NASDAQ 2023. These are the best stocks to ride out a recession in our opinion, based on their business model, low to no debt, high piles of cash, and sound management that is responsible towards shareholders. We believe that these stocks will continue to grow in value during times of recession, as they are stocks that are growth oriented and have a solid balance sheet. By following these stocks, you'll be able to ride out the rough market conditions and still enjoy healthy stock returns! Top 10 Recession Proof Stocks in Dow Jones & NASDAQ 2023 || Top 10 Recession Proof Stocks... ( read more ) BREAKING: Recession News LEARN MORE ABOUT: Bank Failures REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing In times of economic instability, investors are always on the lookout for recession-proof stocks that can weathe...

What is the best investing account? A retirement account like an IRA or a simple taxable brokerage account? We are recommended retirement accounts SO often and for SO many people that they seem like the obvious choice for everyone. But the restrictions, rules, and limitations that come along with them actually make them a bad choice for some people. Speaking of bad choices...how bad is a taxable brokerage account really? It must be bad for taxes since its literally named a "taxable" brokerage. Lets do a little more digging and discover just how bad it is when we compare it to the competition! ⏱Handy Timeline: 0:00 Preview 0:10 Everyone recommends retirement accounts 0:33 Why we use retirement accounts 2:01 Personal confession 3:18 4 Reasons to avoid the simplest account 5:37 Using the money we invest 6:15 Using Roth IRA money 6:39 Using Traditional IRA money 7:06 Using 401k money 8:17 The problem with retirement accounts 9:00 The truth about taxable brokerag...

In this video, I delve into the newly introduced Roth SEP IRA in 2023 and compare it with other retirement plans like the solo 401K. If you're considering the Roth SEP IRA, you'll want to understand the limitations, potential tax consequences, and why it might not be the best option for you. Join me as I break down the complexities and offer insights that could save you time and money in planning your retirement. Feel free to drop your questions in the comments below, and don't forget to subscribe for more financial guidance! ///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: Chat on discord: Join Link Support on Patreon: Get IRS FORM W4 TAX WITHHOLDING HELP HERE STARTING AT $39. bit.ly/3FJ6w8U ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to you...

🔋 the power of 401k contributions ✅ CLICK HERE TO SUBSCRIBE: Thanks for watching Kelly Questions! 🌴... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing The Power of 401k Contributions: Securing a Strong Financial Future When it comes to planning for our future, one of the most critical steps we can take is to contribute to a 401k retirement plan . A 401k is a retirement savings account offered by many employers, allowing employees to save a portion of their income for the long term. The power of 401k contributions cannot be underestimated – it can make a significant difference in securing a strong financial future. So, what makes 401k contributions so powerful? Here are a few important factors to consider: 1. Tax Advantages: One of the most attractive aspects of a 401k plan is the tax benefits it offe...