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Mastering Money 7/2/24

by | Jul 2, 2024 | Podcast

So, who really pays the taxes in America, and who really doesn’t pay any at all?? Is the upper 1% paying their fair share? Some startling, verified facts from the bipartisan Congressional Budget Office in the Market Intel Segment that may shock you!! Plus a new take on 401(k) rollover strategies.  MASTERING MONEY  is on the air!!

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Gary Kaltbaum
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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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