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Mastering Money 10/22/20

by | Oct 22, 2020 | Podcast

Well, it is Debate Night in America again, provided both candidates pass the COVID test today. The Biden campaign has successfully made the election about one issue: COVID 19. In point of fact, the election is really about the funding of the Green New Deal, higher...

Mastering Money 10/21/20

by | Oct 21, 2020 | Podcast

We often hear debate moderators ask why The United States has only four percent of the world’s population but twenty percent of the identified cases.  The question is meant to sound like a super intelligent one, putting someone like President Trump or Mike...

Mastering Money 10/20/20

by | Oct 20, 2020 | Podcast

On January 31st, before even one person died, President Trump shut down travel from China. On February 4th, at the State of the Union address, he committed to taking on COVID 19 with the full might of the U.S. government. Nancy Pelosi tore up that speech and...

Mastering Money 10/19/20

by | Oct 19, 2020 | Podcast

Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America, featuring timely insights from top market experts and heard by millions of listeners coast to...

Mastering Money 10/16/20

by | Oct 16, 2020 | Podcast

Presidential hopeful Joe Biden had a rough night at the office last night at his solo Town Hall. He struggled mightily to answer questions and it was the first time a moderator asked, “what are your plans if you lose?”  Whereupon Joe said he...

Mastering Money 10/15/20

by | Oct 15, 2020 | Podcast

  It’s a funny thing about real science and hard, irrefutable data.  It becomes very hard to argue with!  So, when it comes to science and the idea of locking down the economy all over again to try to beat the corona virus (at a...

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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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