How well are you planning for the future? Do we even know what the future looks like? For example, WAYMO driverless cars. Did you know what they were 10 years ago? Did you think there would be this many? Ten years from now, with A.I. accelerating the process, the world, the markets, and the economy could look very different. Or not. Which future do you want to be prepared for? Sunshine and lollipops, or a rough gravel road. Today, we review the Waymo phenomenon as a gateway to the next decade, and then exactly how to take on inflation the SCIENTIFIC way, NOT with inflation bonds issued by the government. Learn how bad an investment they can be…THINK Retirement NOW is on the air!!!
THINK Retirement NOW 12/4/25
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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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