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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Dec 10, 2018

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you to an exclusive broadcast of the Motley Fool Money Show--plus a whole lot more you SURELY won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Dec 7, 2018

Really, really GOOD investors are always thinking ahead. When times are good-- and there is no recession in sight--what do you suppose is on their mind?  Well…the next recession of course!    That's because if all you focus on are the obvious and current trends, you will never position yourself ahead of the crowd—which is the secret to doing really well with your investments!  Dividend growth stocks are often classified as recession-resistant. Because they keep paying investors to own them, wealth can still be built during recessions if you own stocks that keep INCREASING their dividends. Today, Steve will demonstrate just how to do that with the IQ Wealth Black Diamond Dividend Strategy. You don't want to miss today's show  MASTERING MONEY is on the air!!  

Dec 6, 2018

A growing number of Millennials with six-figure incomes are trying to retire by the age of forty. Its called the FIRE movement, Financial Independence, Retire Early. Suze Orman says they're crazy and estimates they will need at least 5 MILLION dollars set aside to retire for the next fifty to fifty-five years. Which brings us to the question: what's YOUR number? How much do you need to retire comfortably? The conventional wisdom is that you should aim to have a nest egg of $1 million to $1.5 million dollars Or about 10 to 12 times your current income, but new research has come out pointing to the fact that with proper planning you may be able to retire on less. Steve will have some details for you on that. A fact-filled show you don't miss today MASTERING MONEY is on the air!!

Dec 5, 2018

Women face a variety of unique challenges in retirement planning. Compared with men, they tend to live longer, CONTRIBUTE less to tax-qualified accounts and DRAW less from Social Security. They also face higher healthcare and long-term care costs BECAUSE of longevity. And with their longevity comes a longe period of time during which inflation, disability, and tax hikes can reduce their savings. Here’s another grim statistic: eighty percent of men die married. Eighty percent of WOMEN die single or widowed! Today on Mastering Money, we'll outline the unique challenges that women face in retirement plus some solutions. Then health insurance expert Shelley Grandidge joins us for the Q & A. Don't miss TODAY's important show...MASTERING MONEY is on the air!!

Dec 4, 2018

Every time interest rates are low, investors begin to make mistakes. Their desire for safety, yield, and liquidity—all in one asset—almost ALWAYS winds up in disaster, or at the very least, disappointment. With bond rates low, the fear of further rising rates has bond investors wanting to avoid losses there. Bond investors have been losing money for six years. For example, the Vanguard Total Bond fund is below its 2012 level. Bond funds are not safe, and they don’t pay very much income. Which brings us to a breed of cat known as “floating rate senior bank loan funds.” Be very careful here! Floating rate bank loan funds are made up of loans BY banks to smaller, poor-credit corporations. Here is a warning: If an advisor is recommending a product known as floating rate funds or your money is already in one, you don't want to miss today's show. We'll expose the risks, and it may shock you. MASTERING MONEY is on the air!!

Dec 3, 2018

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you to an exclusive broadcast of the Motley Fool Money Show--plus a whole lot more you SURELY won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Nov 30, 2018

How Do You Know When You’re TRULY Ready to Retire?  There’s no MAGIC AGE of course, but there ARE things you need to be prepared for.  The real question is “what do you want your retirement to look like, and feel like?"  You may want to do some serious traveling or RV’ing. Maybe you finally travel to Paris or Switzerland and take that river cruise in Europe. Or maybe you want to golf more, or even gamble more!   You may even want to back to school!  All of the above are good, but there are five key questions to ask yourself--and answer YES to--- to know if you are truly ready for retirement! Today, we'll review all five to make sure YOU are on the right track. You don't want to miss today's show...MASTERING MONEY is on the air!!  

Nov 29, 2018

Today there is a 23% chance that at least one member of a 65-year-old couple will live to age 95. And with improving health care, even more, people will live to 95 and beyond in the future, according to the Society of Actuaries. Indeed, a recent analysis of data from more than 30 developed countries reveals that death rates among people older than 80 are still falling. An Ernst & Young study stated: “Households approaching retirement to face an environment where the possibility of living to age 90 or 100 and the volatility of inflation and investment returns put them at HIGH risk of outliving their assets. Today, we'll reveal more of the findings of Ernst & Young and Wharton School and how it may affect your retirement. Don't miss it MASTERING MONEY is on the air!!

Nov 28, 2018

Most people would love to find one investment that took care of all of their financial needs. In today’s turbulent world, that’s a tall order! There is no single investment today—anywhere—that will give you everything you want all in one asset—high returns, high liquidity, with no or low risk.

This is why diversification is so important. Time is also important. Time is that overlooked aspect of investing that gets in the way of clear judgment when making our investment choices. What if you could put TIME on your SIDE with your investments? What if you could lower your risk, increase your income, and grow your money more predictably? A growing number of retirees are doing just that, and today Steve will lay out the strategy. MASTERING MONEY is on the air!!

Nov 27, 2018

When markets are flying high, investors don't think about SAFETY for their IRA and 401k rollovers. Being human, they're ready to let the good times roll! After all, what could go wrong? ….Then suddenly, the markets get shaky. That’s when retirees and near-retirees get nervous! For most of the twentieth century, American workers enjoyed defined benefit pension plans rather than 401ks. There wasn’t really a focus on the rate of return they were making, but rather on the income they would receive in retirement. They had a clear, bottom-line goal to shoot for-- that was guaranteed. Today, many smart retirees are choosing newer forms of retirement annuities for their IRA rollovers that can act like both a pension AND an investment! You don't want to miss today's fact-filled show. MASTERING MONEY is on the air!!

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