Older adults manage an increasing share of national wealth in the United States and other graying nations. Risky decisions by aging investors may have effects on financial markets in general but certainly those decisions can seriously hurt couples and individuals in later life. FINRA, the Financial Industry Regulatory Association, performed an in-depth study recently to assess whether older Americans—those over 58 with far less time to recover from a market shock than younger investors– were taking on TOO MUCH risk. And if they are taking on too much risk, they wanted to know WHY. Well today, we’ll reveal the surprising outcome of the large study, and why you need to know about it. Then Medicare expert Shelley Grandidge joins us for the Q & A. A fact filled show you don’t want to miss….MASTERING MONEY is on the air!!
Mastering Money 9/23/20
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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