IQ Wealth Management

IQ Wealth Management IQ Wealth Management is a Retirement Planning firm located in Scottsdale Arizona. Our clients are all unique. Everybody has different issues.

We take pride in our professional approach to financial planning, but we are a family business at heart. We have a passion for helping families succeed in realizing their most important dreams, while alleviating their concerns about whether or not they are making the right decisions with their precious life savings. Everybody has something on their mind that is causing them worry, or joy. We want

to move our clients from worry over to joy. Our clients come to us looking for the voice of reason, reliability, and a solid relationship that comes from mutual respect. We respect our clients, they respect us. We care about their outcomes, they appreciate the effort we put forth. Many of our clients are professionals in the engineering, medical, high tech, legal, or accounting fields. Many of them own their business. Suddenly, they are faced with retirement and need to finance the rest of their lives without a paycheck from work. All of them want to feel secure and want an approach to money that is clear, simple, and understandable. Our job is to help them create financial independence with a combination of investments and insurance products allocated in such a way that life's most important milestones are not just pipe dreams--they are guaranteed outcomes. We have two federally registered trademarks, both of which summarize our approach to helping our clients plan their retirements: "Insure your income, insure your outcomes, invest the REST with purpose", and "Don't just manage your money, MASTER your money. Our daily radio show on Money Radio in Phoenix focuses on retirement planning, IRA and 401k rollovers, retirement income planning, investments, the stock market, taxes, and estate planning. We all need a financial security plan for retirement and the people we love. At IQ Wealth Management, it is a job we love and take seriously every day. It's easy to make financial planning complicated. We work HARD at keeping it simple. We want to raise awareness for our company and be in front of our future friends where they spend more and more of their time--on social media. We have never done it and I believe it is a big missing link in our outreach to the Phoenix metro audience. I was raised by old fashioned God loving parents who worked for every dime they ever had. They put food on the table and gave us kids the feeling and belief we could do anything--just go do it and don't wait for a handout. I carry that belief to work with me every day, as does my wife Barb.

“The journey of a thousand miles begins with one step.”– Lao Tau
08/25/2025

“The journey of a thousand miles begins with one step.”

– Lao Tau

When one spouse dies, typically the Mrs, there are some serious tax disadvantages that may be avoided with some advanced...
08/21/2025

When one spouse dies, typically the Mrs, there are some serious tax disadvantages that may be avoided with some advanced planning. One of them is known as the “Widow’s Tax”— We’ll review one widow’s story in the Market Intel Segment and how to avoid the pitfalls, then we’ll delve into strategies for allocating retirement money in the new administration. MASTERING MONEY is on the air!!!

Check out this episode!

https://loom.ly/QRpzfLA

“Die with good memories, not with unfulfilled dreams.”– Invajy
08/18/2025

“Die with good memories, not with unfulfilled dreams.”

– Invajy

“Doubt kills more dreams than failure ever will.”– Suzy Kassem
08/14/2025

“Doubt kills more dreams than failure ever will.”

– Suzy Kassem

Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market ...
08/12/2025

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 today, featuring timely insights from top analysts. “MOTLEY FOOL MONEY” is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we’ll update breaking financial news and get a read on all the indexes, THEN, we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL ! … MASTERING MONEY IS ON THE AIR!!!

Check out this episode!

https://loom.ly/LtTktAQ

“If you can dream it, you can do it.”– Walt Disney
08/10/2025

“If you can dream it, you can do it.”

– Walt Disney

Would you like to retire on a safe, secure six figure income paying you every month for life, guaranteed, without market...
08/08/2025

Would you like to retire on a safe, secure six figure income paying you every month for life, guaranteed, without market risk? Many people think they need $2 million dollars to retire, but it can be done for half of that or less while still growing your nest egg. That’s key because many people perceive they will spend less in retirement than pre-retirement. But studies from Duke University show that many retirees spend MORE in retirement than before. Learn why—MASTERING MONEY is on the air!!!

Check out this episode!

https://loom.ly/pOvHW6I

“Keep your face to the sunshine and you cannot see a shadow.”– Helen Keller
07/31/2025

“Keep your face to the sunshine and you cannot see a shadow.”

– Helen Keller

Congratulations on your retirement! …Now, get to work!! Nearly double the number of retirees are returning to work full ...
07/31/2025

Congratulations on your retirement! …Now, get to work!! Nearly double the number of retirees are returning to work full time or part time reports the Wall Street Journal. We’ll review that report in the Market Intel segment and tell you why—then health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A on health insurance and Medicare. A timely show–MASTERING MONEY is on the air!!!

Check out this episode!

https://loom.ly/NkgDEqc

“Simplicity is the ultimate sophistication.”– Leonardo da Vinci
07/28/2025

“Simplicity is the ultimate sophistication.”

– Leonardo da Vinci

The threat of robots taking over a big chunk of American jobs is alive and well. In fact, metal fabrication and automobi...
07/26/2025

The threat of robots taking over a big chunk of American jobs is alive and well. In fact, metal fabrication and automobile manufacturing are key areas where it’s already begun. We’ll review another industry where its happening today –reported on by Bloomberg– that may surprise you. Quite interesting. Then Medicare and Health Insurance expert Shelley Grandidge joins us. A power packed show today—MASTERING MONEY is on the air!!!

Check out this episode!

https://loom.ly/9AQ558c

Would you like to retire on a safe, secure six figure income paying you every month for life, guaranteed, without market...
07/25/2025

Would you like to retire on a safe, secure six figure income paying you every month for life, guaranteed, without market risk? Many people think they need $2 million dollars to retire, but it can be done for half of that or less while still growing your nest egg. That’s key because many people perceive they will spend less in retirement than pre-retirement. But studies from Duke University show that many retirees spend MORE in retirement than before. Learn why—MASTERING MONEY is on the air!!!

Check out this episode!

https://loom.ly/7KvQkyw

Address

8777 N Gainey Center Drive Suite 200
Scottsdale, AZ
85258

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14806133275

Website

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