The hosts of the iWealth Podcast delve into the topic of what money
means for couples, whether it means security or freedom. They explore
the importance of understanding your partner's financial priorities,
especially as you approach retirement age. They also discuss the common
dynamic between couples where one is a spender and one is a saver, and
how to balance both financial perspectives in a healthy way.
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smart decisions when it comes to money. You know how to make money, but
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will help you achieve your biggest goals and enjoy an unparalleled
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Business Mission Statement
· iWealth was created to help you manage risk while you invest wisely
and live well.
· We believe in the “golden rule” of treating others how we would want
to be treated. We believe in helping our clients not run out of money,
manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses that are looking for clarity
when it comes to their personal financial situations. People who need
to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater
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family’s wealth.
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help them understand exactly where they are, where they are headed and
how to get there. This will be done by following our unique process
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