How well have you done with your investments over your lifetime? Most likely, you’ve had some good years where you got perhaps twenty percent or so. But, like the rest of us, you have had some STINKERS. Years you would like to forget–like 2022! Nobody bats a thousand on investments, in fact, most investors lose money an average of three years out ten. That’s why averaging ten percent is so hard. The problem is that investors tend to buy mutual funds haphazardly–without a clear strategy, and no plan to double your money over time. How long does it take to DOUBLE your money? Using the Rule of 72, money doubles every eighteen years at four percent compounded, it doubles every twelve years at six percent compounded, and every nine years at eight percent compounded. Clients of IQ Wealth can double their income benefits in 9 years, guaranteed. We’ll talk about it today, then health insurance expert Shelley Grandidge joins us. A very timely show you don’t want to miss…MASTERING MONEY is on the air!!!
Mastering Money 9/21/22
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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