How well have you done with your investments over your lifetime? You’ve had some good years where you got twenty percent or so perhaps. But, like the rest of us, you’ve had some STINKERS! Statistics show that most investors lose money an average of three years out ten. That’s why averaging ten percent is so hard. Most investors also buy stocks or mutual funds haphazardly–without a clear strategy. That’s another proven way to hurt your overall returns. Today, we’ll review the real secrets of raising your average rate of return and how to get a guaranteed bonus of ten percent on a safe fixed income vehicle, with a GUARANTEED growth rate of 7 percent COMPOUNDED! You don’t want to miss that! Then health insurance and Medicare expert Shelley Grandidge joins us. This is a very timely show as we head into the weekend…MASTERING MONEY is on the air!!!
Mastering Money 4/2/21
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.
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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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