The smart way to build retirement wealth is with a smarter financial bucketing plan to segment and sequester your capital into clear and distinct financial buckets–each with its own specific task and time deadline. Each dollar should have a job to do, and be good at doing it. Traditionally, bonds were the tool of choice for protecting a portfolio from market loss while providing competitive income. That is no longer the case. Interest rates on bonds no longer support a secure retirement. In the Market Intel segment, Steve lays out a common sense planning solution that can help you retire and stay retired. Then, Medicare expert Shelley Grandidge joins us for the Q & A. An important show you can’t afford to miss… MASTERING MONEY is on the air!!
Mastering Money 7/27/22
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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