Have you heard about the Mardi Gras, Carnival Cruise Lines’s largest “Fun Ship”–EVER? It will hold up to 6,500 passengers, has dozens of theme restaurants including one by celebrity chef Emeril Legassi, and get this–features a very large first class ROLLER COASTER on top of the ship. It’s not a pipe dream–the Mardi Gras is ready to set sail as soon as the CDC allows it to bring on passengers and leave the dock, which is why Carnival is considered a “recovery” stock, completely reliant on the vaccines. The $950 million dollar, 180,000-ton vessel—which is 1.5 times the size of Carnival’s next-largest ship—has two theaters, five waterslides, a zipline, and a 1972 Fiat parked strategically for Instagram-posing purposes in an indoor “piazza.” It will also be the first cruise ship in North America to run on liquified natural gas, which reliminates up to 20% of carbon emissions. We’ll tell you all about the Mardi Gras, whether or not to buy the stock, and how to invest for 2021 right now. A fun and potentially profitable show you don’t want to miss…MASTERING MONEY is on the air!!! Let’s get cruising!!!
Mastering Money 1/21/21
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.