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Daily IQ Retirement Brief 5/23/23

by Mastering Money | May 23, 2023 | Podcast

Daily IQ Retirement Brief 5/23/23

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Catch Steve on His Daily Hit Radio Show—Mastering Money!

With a dose of humor and a lot of common sense--Steve tackles the topics of Social Security, Medicare, 401(k) rollovers, retirement income, dividend investments, taxes, and more! Supercharge your financial plan with Accredited Investment Fiduciary® Steve Jurich, founder of IQ Wealth® Management.

Catch the show Monday through Friday at 8am & 11am on Money Radio AM1510. Podcasts 24/7/365 at RetirementRadioUSA.com, i Tunes, and Google Play.

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- “Changed My Thinking”

“Smart Is The New Rich” is a great overview of the many facets of retirement planning. It has changed my thinking about how much capital I have versus how much income I will have in retirement. The book provides easy to understand, side by side comparisons of risks and growth of hypothetical investments in Hybrid Fixed Indexed Annuities and the securities market. A good read and great reference for retirement planning for all age groups!

William T.

- “Must Read”

I’m a Certified Financial Adviser and if I didn’t run my own company I would join this guys’. Seriously, it’s a must read in today’s new financial reality in fact….I’m handing these books out to many of my clients for free, it’s THAT important! Thanks Steve, I hope to meet you in person one of these days.

Yuerg E.

- “Take Notes!”

After looking into annuities, and getting very confused by all the sales lingo, this book was a refreshing change. I appreciated its clear definitions of the different kinds of annuities, their pluses and downsides, and under which circumstances one may work well while another would flop. No hard-sells, no marketing jargon, just good information. Wish the rest of the annuity industry would take notes.

Anglophile

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The first step is to fill out this form so we can contact you to find a good time to meet (by phone, zoom, or in-office) and get to know each other.

Your meeting will be with Steve directly, you won't be passed off. Your Retirement will be taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your goals for retirement.

Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist®, and a member in good standing of the Financial Planning Association® (FPA). You’ll have an unbiased educational series of conversations that will be free of sales pressure and bound to fiduciary duty (only recommending in your best interest and never for his own benefit).

Couple Making Plans - BG

Couple Making Plans - BG

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Begin the Conversation

You’ll meet directly with Steve, who will do a lot of listening to make sure he understands what your dream retirement looks like.

Barb Jurich

Barb Jurich

Barb will call you to Confirm Scheduling.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of IQ Wealth Management and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by IQ Wealth Management, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through IQ Retirement Planning, Inc. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All references to locations outside of Arizona relate to our insurance services division only. Steve Jurich is a licensed life and annuity agent authorized in multiple states including California. (License 0b85609). Because our portfolios often allocate a combination of securities and insurance based products, we believe it is important for the consumer to understand the difference. Securities can and do lose money. Fixed index annuities should be viewed as long term income vehicles. Guaranteed Withdrawal Benefits are optional rider benefits for premium avaialble on some annuities, not available in all states. All guarantees are contractual guarantees provided by the claims paying ability of the insurer. Early surrenders beyond penalty free withdrawal privileges may incure surrender charges. Withdrawals prior to age 59 1/2 may incur tax penalties. Income rider values are are designed to generate contractually guaranteed income streams based on pooled reserves, and are separate from accumulated values. No specific investment, tax, or legal advice is being given and no offer is made to sell or buy any security, nor any specific insurance product. Always consult your tax preparer for tax advice. Past performance of all financial vehicles and indexes should not be relied upon to predict future results.Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Income withdrawal benefits are drawn from accumulation values. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. See your annuity documents for details.

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