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Genesis Amaris Kemp에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Genesis Amaris Kemp 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Ep. 550 - Planning For Retirement At Any Age with Summer A. Roberts

34:31
 
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Manage episode 330577155 series 2996625
Genesis Amaris Kemp에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Genesis Amaris Kemp 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

How to stay ahead of the financial curve in a volatile market - How to convert tax-free money in a down market.

In this segment, Summer A. Roberts shares more info about planning for retirement at any age by giving us practical tips and strategies.

See video here - https://youtu.be/7EdTQRa-_Ps

WHO IS SUMMER?

Summer A. Roberts is the CEO of Impact! Partners Financial. Her desire to help others led her to join the family business and her career took off as CEO of Roberts Wealth Management. She has a rich family history of financial advisors. It’s in her DNA! Summer continues to advance in her field by always striving to demonstrate excellence and impact her clients.

Summer is highly involved in the community she serves, donating her time to numerous non-profit organizations like Make A Wish Foundation. She believes what sets her apart from other financial advisors is her innate, burning desire to leave the world better than how she found it!

Impact! Partners Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Impact! Partners Financial are not affiliated companies. 1244102 – 3/22.

SUMMER'S CALL TO ACTION

Grab a FREE report to assess where you are financially.

Business Website: https://impactpartnersfinancial.com/

LinkedIn: https://www.linkedin.com/in/summerroberts/

GENESIS'S INFO

https://genesisamariskemp.net/

CALL TO ACTION

Subscribe to GEMS with Genesis Amaris Kemp Channel, Hit the notifications bell so you don't miss any content, and share with family/friends.

**REMEMBER - You do not have to let limitations or barriers keep you from achieving your success. Mind over Matter...It's time to shift and unleash your greatest potential.

If you would like to be a SPONSOR or have any of your merchandise mentioned, please reach out via email at [email protected]

  continue reading

837 에피소드

Artwork
icon공유
 
Manage episode 330577155 series 2996625
Genesis Amaris Kemp에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Genesis Amaris Kemp 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

How to stay ahead of the financial curve in a volatile market - How to convert tax-free money in a down market.

In this segment, Summer A. Roberts shares more info about planning for retirement at any age by giving us practical tips and strategies.

See video here - https://youtu.be/7EdTQRa-_Ps

WHO IS SUMMER?

Summer A. Roberts is the CEO of Impact! Partners Financial. Her desire to help others led her to join the family business and her career took off as CEO of Roberts Wealth Management. She has a rich family history of financial advisors. It’s in her DNA! Summer continues to advance in her field by always striving to demonstrate excellence and impact her clients.

Summer is highly involved in the community she serves, donating her time to numerous non-profit organizations like Make A Wish Foundation. She believes what sets her apart from other financial advisors is her innate, burning desire to leave the world better than how she found it!

Impact! Partners Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Impact! Partners Financial are not affiliated companies. 1244102 – 3/22.

SUMMER'S CALL TO ACTION

Grab a FREE report to assess where you are financially.

Business Website: https://impactpartnersfinancial.com/

LinkedIn: https://www.linkedin.com/in/summerroberts/

GENESIS'S INFO

https://genesisamariskemp.net/

CALL TO ACTION

Subscribe to GEMS with Genesis Amaris Kemp Channel, Hit the notifications bell so you don't miss any content, and share with family/friends.

**REMEMBER - You do not have to let limitations or barriers keep you from achieving your success. Mind over Matter...It's time to shift and unleash your greatest potential.

If you would like to be a SPONSOR or have any of your merchandise mentioned, please reach out via email at [email protected]

  continue reading

837 에피소드

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