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!!!
Mastering Money 2/4/20
[podcast src=”https://html5-player.libsyn.com/embed/episode/id/13015883/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/0a4436/” width=”100%” height=”90″ scrolling=”no” class=”podcast-class” frameborder=”0″ placement=”top” use_download_link=”use_download_link” download_link_text=”” primary_content_url=”https://traffic.libsyn.com/masteringmoney/009520551.mp3″ theme=”custom” custom_color=”0a4436″ libsyn_item_id=”13015883″ /]
Our Services
401k & IRA Rollover
We help you turn your 401k, 403b, 457, ESOP, TSP, or IRA into a true retirement plan.
Retirement Annuities
We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
Investment Portfolios
Explore the IQ Wealth® Growth Portfolios: Fee-only, rules-based, disciplined, visionary. See how our investment approach works to grow wealth and complement a rock solid retirement plan.
Bucket Planning
Rather than a tired and old-fashioned “pie chart” approach to retirement planning, we enlist the use of Bucket Planning to better secure our clients’ future.
Listen to Mastering Money™ on Money Radio
Guests Have Included:
Listen To Mastering Money™ Wherever You Go!
Download the free MASTERING MONEY™ app - Get it from the App Store or on Google Play, search for "Mastering Money" or tap the link below.
About IQ Wealth®
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.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!
Schedule a Meeting
Use this form to begin scheduling your office meeting or 15 minute phone call.
Retirement
Review
Step 1
Fill out the form.
Step 2
We'll contact you to schedule.
