Timothy Sumer

For our FinTech spotlight segment this month, we are featuring M1 Finance, the Finance Super App. Listen to my conversation with the CMO of M1 Finance, Bob Armour, to see how M1 stacks up against Vanguard for investors. AFFILIATE LINK HERE: CHAPTERS 0:00 Intro 0:52 How is M1 Finance unique from other investing apps? 1:55 What are some of the features that make M1 stand out? 5:20 How does M1 finance help beginners or the younger generation? 6:40 What is auto rebalancing? 9:50 How are index mutual funds different from index ETFs? 11:55 Do you have any tax advantaged accounts? #Affiliate #M1FinanceVsVanguard #M1Finance #InvestingApps #PassiveIncome #Investing #PersonalFinance OTHER VIDEOS TO WATCH 5 Best Investing Apps: How to Start Investing in 10 Simple Steps: Roth IRA Investing in 10 Simple Steps: MARRIAGE KIDS AND MONEY: This award-winning blog, podcast and YouTube channel are dedicated to helping young families build wealth and thrive. Each week, Andy Hill

어제 영상에 이어서 오늘은 M1 Finance 를 통해 Roth IRA 만드는 과정과 제가 어떠한 펀드들로 구성을 했는지에 대한 영상입니다. Roth IRA 에 대한 전반적인 설명은 바로 전 영상을 참고해주시면 됩니다. 딱 세가지 펀드를 통해서 전세계 기업들이 나를 위해 일해주는 시스템, 수수료도 엄청 저렴하기에 Roth IRA를 통해서 복리효과를 최대한 누릴 수 있지 않을까 기대하고 있습니다. 00:19 M1 Finance 로 Roth IRA 만드는 방법 01:05 제가 Roth IRA 에 넣은 세가지 종목들 02:24 M1 Finance 안에서 은퇴계좌에 투자하기 03:54 앞서 세가지 종목들 TOP 10 Holdings & 브리핑 05:56 앞으로 계획/목표 Roth IRA 가입이 필요하시면 밑에 링크를 통해 가입하셔도 됩니다. [M1 Finance] - When you sign up and fund your M1 account, you'll get $10 to invest! #RothIRA #로스IRA #미국은퇴 #은퇴계좌 #세금혜택 #M1Finance... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Creating a Roth IRA through M1 Finance: A Step-by-Step Guide and Stock Recommendations! Investing for retirement has never been easier with the advent of online investment platforms. One such platform that has gained popularity among in

Financial Planning 101 for 20 year olds: Financial Planning by Age: ETSY SHOP: Visit to join the FREE 5-day Salesforce Challenge or to enroll in the program to start working toward your new career! Salesforce Consulting Career Update: Why I Transitioned Careers: How I Got into the Tech Industry with No Experience: Financial Coaching: #financialindependence #budget #emergencyfund Get on my Money Monday List: Money Blog: Follow me on Twitter: 💵 Support me: 💰 Venmo: @DebtOverIt ________________________________________________________________________ *ACCOUNT BONUSES* 💻 Marcus by Goldman Sachs HYS Account: Earn 1.0% higher than the stated APY for 3 months (currently will be 5.15%) 💳 Chase Checking ($200 bonus): 💳 Capital One 360 Checking: Open an account, set up and receive direct deposit and earn $50 💳 CapitalOne VentureX: 75,000 bonus miles after spending $4,000 in first 3 months Unlimited 2X miles 💳 Discover: Earn $100 after making a

Is M1 Finance costing you money every time you buy stock? Let's look into the issue and figure out what it could mean for the long-term investor with M1 finance. Start Investing at M1 Finance: OTHER VIDEOS TO WATCH: ✅ Market Order vs Limit Order - What's the Difference? ✅ Watch This Before You Invest at M1 Finance - ✅ Which Free Brokerage Should You Be Using? ✅ The Ultimate Dividend ETF Portfolio - Manage Your Finances and Investments with Personal Capital: Support My Channel! YouTube Membership - Patreon - Music In My Videos From Epidemic Sound: - - Connect with Me On My Socials - Instagram: Facebook: Twitter: #m1finance #pfof #stockmarket A bit about my credentials...I have a B.S. degree in Finance, I've spent my entire career working in various corporate finance roles, and have been an active stock market investor for over 20 years. While all of this means I know what I'm talking about (most of the time!), it does not mean you sh

This is my first update to my $1,000/Month Passive Income Dividend Portfolio. Since it's taken me 6 months to make the first update, I decided just to give everyone a high-level overview of where the portfolio is at, and what it's yielding. In future episodes, I plan on giving a quick portfolio update, followed by all the interesting things going on in the market and within my portfolio. Please follow the playlist that I created for this series, as it will evolve and get better over time. My FREE M1 Finance Training Video! ► WBF UNIVERSITY - JOIN MY SCHOOL HERE ► LIMITED TIME - Get 1 FREE STOCK ON ROBINHOOD ► FUNDRISE - INVEST IN REAL ESTATE FOR ONLY $500 ► M1 FINANCE - INVEST FOR FREE (Yes, Really) ► My FREE M1 Finance Training Video ► My FREE Stock Market For Beginners Guide ► GET MY HOME AFFORDABILITY SPREADSHEET HERE ► SCHEDULE A COACHING CALL WITH ME ► HOW TO BUY & STORE BITCOIN ► THE BEST CREDIT CARDS TO USE RIGHT NOW ► CHECK OUT MY

Most people understand that Investing with a Roth IRA is important, but a lot of people are unsure of what to invest in with their Roth IRA. Understanding your investing time horizon and the appreciation of asset classes is a great way to start when planning out your investments with a Roth IRA. In this video, I talk about the appreciation of different portfolio models as well as some of my favorite investments for a passive approach to investing with a Roth IRA for the long-term. 2:43 Historical performance of portfolio allocation models 5:17 Back test portfolio asset allocation 10:55 How I invest with my Roth IRA with a 25 year time horizon My Roth IRA Allocation Back test portfolio asset allocation ▸ Try M1 Finance: ▸ Seeking Alpha Premium (get 58% off): ▸ Net Worth Tracker (Personal Capital): How to transfer to M1 Finance: My dividend growth portfolio: I'm not a financial advisor and the content discussed today is merely my opinion and intended only f

M1 Finance Roth IRA Review After 2 Years. In this video, I go over my experience using M1 Finance as one of my primary Roth IRA accounts for over 2 years with an account value of over $75,000. I cover the pros and cons of using M1 Finance as a Roth IRA brokerage platform. Sign up for M1 Finance today - We both get a reward! 💲💲💲 MY REFERRAL LINK Join the Wolves Of Investing Discord! 🚀🚀🚀 Request an invite link! #m1financereview #m1finance #wolvesofinvesting CHAPTERS 00:00 INTRO 01:29 M1 FRACTIONAL SHARE INVESTING 02:39 HOW TO INVEST ON M1 FINANCE 02:58 M1 DYNAMIC REBALANCING 03:48 DIRECTLY INVEST IN INDIVIDUAL STOCKS 04:05 M1 TRADE WINDOWS 04:31 M1 PLUS MEMBERSHIP 05:28 M1 PIES AND SUB-PIES 06:21 M1 AUTO-INVEST 06:55 RECURRING DEPOSITS 07:45 M1 REBALANCE 07:56 PORTFOLIO VIEW 08:35 ACTIVITY PAGE 08:46 APEX CLEARING 09:07 HOLDINGS PAGE 10:39 RESEARCH STOCKS AND ETFS 11:29 WHY NO LIMIT ORDERS? 12:25 TREATMENT OF CASH 14:07 TREATMENT OF THE REFERRAL BONUS 15:03 SUMMARY

ROTH IRA CHANGES IN 2023! Contribution limits have gone up, meaning you can have a lot more money at retirement. Like & Subscribe! TWITTER: TIKTOK: Referral Links: M1 Finance: Coinbase: Webull: ... ( 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 The Roth IRA is a popular investment vehicle that allows individuals to potentially grow their retirement savings tax-free. In 2023, there are some changes that will take place regarding Roth IRAs that investors should be aware of. One major change is the increase in contribution limits. Currently, individuals can contribute up to $6,000 per year ($7,000 if over the age of 50) to a Roth IRA. Starting in 2023, these limits will increase to $6,500 per year ($8,000 if over the age of 50). Another change is that Roth IRA income limits will be adjusted for inflation. Currently, individuals who ear

Hey Youtube Family! In this video, I will be talking about Vanguard and M1 Finance Roth IRA Updates from the last two months. If you haven't already make sure to LIKE, SUBSCRIBE, and HIT that notification bell to show support and make sure that you NEVER miss out on another video. Also, comment down below if this video was helpful to you and share this video with someone who can benefit from this information. Until next time, thank you and God bless! Equipment used in this video: Naohiro 51” Phone and Camera Tripod link: Neewer 700W Professional Photography Lighting Set link: Rode Video Micro Compact On-Camera Microphone link: Panasonic Lumix G7 Dave Ramsey Investing Calculator: If you would like to support the channel please like, comment, subscribe, and hit that notification bell. God bless! If you would like to open a brokerage account with Webull and earn 2 free stocks with a deposit of $100 here is a link for that: Save the planet, one swipe at a

How to open a Roth IRA on M1 Finance and retire a millionaire the easy way. M1 finance Roth IRA tutorial. Learn the easiest way to retire a millionaire and start your Roth IRA with M1 Finance today! ►►► Get $20 when you sign up for M1 with my referral link: ►►► Check out my Public Portfolio: 00:00 - Introduction 00:31 - What's an IRA 01:57 - Why you should start a Roth IRA ASAP 05:00 - Why use M1 Finance for your Roth IRA 06:21 - Creating a Roth IRA on M1 Finance 07:29 - Choosing investments for your Roth IRA 12:55 - Setting up Auto Deposit 14:20 - Things to Remember ★☆★ ABOUT ME ★☆★ Hey I'm Gil, I could tell you my whole life story… but you probably don’t care and that’s okay. This channel is a way for me to be an example of the unlimited possibilities that life offers when you live it the smart way, while sharing ideas that can make a real difference in your lifestyle. ★☆★ SPREAD THE WORD ★☆★ If you found value in this video, give it a like. If you know

M1 Finance Roth IRA: Are you ready to open and fund a Roth IRA? In this video, I will be outlining the exact process to follow to get started with opening a Roth IRA. If you are not familiar with the Roth IRA, check out this video to learn more. M1 Finance Free Training: 00:00:00 Introduction 00:02:03 What Is A Roth IRA? 00:02:48 Roth IRA Rules 00:04:10 Withdrawing Money From A Roth IRA 00:05:25 Opening A Roth IRA Account ___ DISCLAIMER: Ryan Scribner, including but not limited to any guests appearing in his videos, are not financial/investment advisors, brokers, or dealers. They are solely sharing their personal experience and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Ryan Scribner’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlink

In this video I reveal how much I have in my Roth IRA portfolio and I go cover my 3 keys to building my portfolio. I look back when I made my first purchase of index funds in my Vanguard account and go over my transactions for the past 11 years. In 2020, I switched over to M1 Finance and show you my portfolio. If you are interested in my Roth IRA portfolio or investing with M1 Finance, you can check it out in the link below. When you sign up and fund your M1 account, we’ll both get cash to invest! ➥M1 Referral link: ➥Use this pie:https: ➡ SUBSCRIBE for more cryptocurrency videos to help you make money: 🔥 DEFI - MAKE PASSIVE INCOME WITH CRYTOS ➡ BlockFi - Earn daily crypto interest on crypto: ➡ Celsius - Another platform to make passive income (It’s good to diversify and keep your crypto on multiple places): ➡ CakeDeFi - Get $20 worth of DFI when you sign up and make a deposit of $50 or more. Use referral code 861449 to get an extra $10 🔥 EARN MONEY ➡ Coinbas

Today on Your Money, Your Wealth® podcast #286 with Joe Anderson, CFP® and Big Al Clopine, CPA: Investing strategies for dividend-paying stocks and how the pro-rata rule for Roth conversions work with dividends. Plus, Wealthfront, M1, Paul Merriman? Should young investors use a robo-advisor or pay for financial advice? Also, thoughts on a Vanguard retirement portfolio and ideas for self-employed small business owners to save money in retirement plans like SEP IRA, SIMPLE IRA, and Solo 401(k). Send in money questions and access the episode transcript and free financial resources: 00:51 - How Does the Pro-Rata Roth Conversion Rule Apply to Dividends? 07:03 - Do I Lose the Dividends if I Sell Dividend-Paying Stocks Before the Dividends are Distributed? 17:48 - Investing Advice for Under Age 30: Should I Switch from My Robo-Advisor and Pay a Fee for a Financial Advisor? 27:41 - What Do You Think About This Vanguard Portfolio for Retirement? 34:42 - SEP-IRA, SIMPLE IRA, Solo 401