Mastering Money 2/4/20

by | Feb 4, 2020 | Podcast

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The investment community and the financial media tend to obsess over interest rates—which represent the cost that consumers and corporations PAY for the use of someone else’s money. Why is it such a big deal?  Well, if you understand how interest rate changes ripple through the economy and cause major, trillion dollar mutual fund companies to buy or sell things, you will be more clear on what is making the market tick.   You or I can’t possibly keep up with robotic, computer-driven models used by the major mutual fund managers. They have responsibility for more than fifteen trillion dollars in the market . …And .their jobs DEPEND on staying a step ahead of YOU! Today we’ll show you how to get that step back!!   Then, Estate and Probate Attorney Libby Banks joins us to reveal  how to choose beneficiaries under the new Secure Act. Don’t miss it!  …MASTERING MONEY  is on the air!!!

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At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.

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