As Americans go to the polls, especially undecided and independent voters, there are two issues coming to the forefront: DEBT, and TAXES. In other words, how HIGH can we allow this already massive debt to grow, and how MUCH damage would be done by RAISING taxes in a recession in 2021? Neither of these candidates would win a personality contest right now, so make sure your vote is based on mathematics instead. While one candidate wants to create an entire NEW economy based on renewable energy, promising ten million jobs in an industry that barely exists today, the other candidate wants to simply get back to where we were–pre-virus– as fast as possible, without reinventing the wheel. …One wants to keep taxes low. The other candidate GUARANTEES taxes will go UP substantially for all U.S. job-creators. We’ll examine and compare the plans in detail, and then have a look at the US DEBT Clock that shows our national debt has reached a shocking figure you may not even believe. We’ll then have a special feature report by journalist John Stossel. A very big show coming your way today…MASTERING MONEY is on the air!!!
Mastering Money 10/13/20
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.
Listen to Mastering Money™ on Money Radio
Guests Have Included:
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.