In this special brief broadcast, Steve delves into the most popular and common questions asked about annuities. If you’ve been invited to a steak dinner financial workshop (who hasn’t?), then you know that all you get is about 30 minutes of information, with some canned jokes. Mastering Money is a DAILY podcast from Kiplinger Contributor and Accredited Investment Fiduciary Steve Jurich (pronounced Jur-itch)– that actually takes the time to help you learn financial topics. Today, we’ll cover how annuities work today in easy to understand terms–including bonuses, fees (or lack thereof) and much more… MASTERING MONEY is on the air!!!
SPECIAL PODCAST: Annuity Education Series, Part 1
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We compare up to 1200+ annuities to determine the right fit for our clients’ income, preservation, and diversification goals.
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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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