Many retired investors today are hoping, waiting, and praying for interest rates on bonds to go up so they can retire in safety. According to economic analysis by a growing number of economists, they may be hoping, praying, and waiting a very long time. Deflationary trends have gripped the world forcing interest rates to near zero, and even below zero. Low rates help borrowers but hurt savers. One would think with all the money being printed that IN-flation would be the problem, not DEE-flation. But that’s not the case. Retirees are facing the hardest investment decisions of their lives right now. Imagine: a million dollars in a ten year treasury bond will only pay you around SEVEN thousand dollars a year! You heard right, and you simly can’t retire on that! Today we’ll analyze the problem, and define the most viable solutions. Then health insurance and Medicare expert Shelley Grandidge joins us. …You don’t want to miss TODAY’S show….. MASTERING MONEY is on the air!!
Mastering Money 6/26/20
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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