Mastering Money 8/26/21

by | Aug 26, 2021 | Podcast

Statistically, most of the serious accidents– and even the deaths–that occur on mountain climbing expeditions, happen NOT on the way UP, but on the way back down! Ask any mountain climbing expert, and they’ll tell you: Coming down is much more treacherous than going up. … And the higher the mountain the more dangerous the descent.   When it comes to your investments and the four phases of your financial life, it’s similar. You’ve been on a long ascent UP the mountain, financially speaking. It is known as your ACCUMULATION phase. But the higher the market goes, and the longer it lasts, the more dangerous it will be on the way down. Today, we’ll expose the problem in clear terms, then help you avoid the agony of defeat!  Don’t miss today’s show…MASTERING MONEY is on the air!!

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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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