When we hear about sudden, massive gains in speculative stocks like Tesla and GameStop or Bitcoin—the temptation is to feel like you somehow “missed out”. But most investors of retirement age are not ready to put all their money into one or two stocks to try to make a killing. As an investor, you need to decide what your priorities are, what your realistic goals are, and how much risk you’re willing to take to achieve those goals. If you’ve already accumulated five hundred thousand to a million dollars or more, it’s likely that you’re not ready to lay it ALL down on one stock in hopes that it doubles within ninety days. You’re more likely to place an emphasis on PRESERVING what you’ve already made before you take big chances– with big chunks of your money. In fact, the real reason you’ve accumulated money is that you’ve mostly avoided silly risks along the way. Instead, you kept your eyes on the prize: a comfortable retirement funded by diversified, solid investments that make sense. Today, we’ll review a smart strategy for doing just that. Then medicare and health insurance specialist Shelley Grandidge joins us. This is a show you DON’T want to miss…MASTERING MONEY is on the air!!!
Mastering Money 5/14/21
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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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