Retirement is supposed to be easy. This is the time in your life when you want to start relaxing and enjoying your life. You have put in your time…you want to reap the rewards. Twenty years ago, the secret to retirement was to move half of your money to bonds paying five to seven percent…. You got the SAFETY you needed– and typically enough interest to keep you from worrying about your money. But twenty years ago, you were likely PERTURBED because the rate on a ten year treasury was dropping all the way “down” to five or six percent! Today, a ten year treasury bond is paying less than one point seven percent! Yet the advice you get from a big-box-brokerage like Vanguard, Fidelity, or Edward Jones, is to keep buying those bonds paying the lowest interest in one hundred years. Today, Steve and I will break down what a huge risk you may be taking, and how to fix it. Then CPA Nick Stefaniak joins us for the Q &A to talk taxes. Don’t miss today’s show MASTERING MONEY is on the air!
Mastering Money 2/13/20
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.
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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!
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