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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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Oct 11, 2019

Question: do the rich GET rich at the expense of the poor? Many people believe that the rich ONLY become rich at the expense of OTHERS. This world view is called “zero-sum thinking” because its adherents regard economic life as a zero-sum game, just like tennis, where one player has to lose for the other to win. Dr. Rainer Zitelman, writing in Forbes pointed out the flaw of zero-sum thinking. Zitelman was awarded his first doctorate in 1986 and his second Ph.D. in 2016-- and has written 22 books. In Forbes, Zitelman recalled the German poem: “Said the poor man with a twitch: Were I not poor, YOU wouldn’t be rich.” Today, we'll explore how Zitelman blows up that myth in a special evidence-based report you don't want to miss. Then Steve reveals cutting edge tips for building retirement wealth the SMART way. ...MASTERING MONEY is on the air!

Oct 10, 2019

As an investor, are you looking for ways to beat the market? If so, you might want to take a look at medical device stocks. According to our friends at the Motley Fool,  the Dow Jones U.S. Select Medical Equipment Index, which tracks the performance of U.S. medical device stocks, has delivered a total return more than 60% greater than the total returns of the Dow Jones Industrial Average and S&P 500 indexes over the last 10 years.  Analysts forecast a 29% average annual growth rate in sales and revenues over the next ten years. But you need to know what you are doing before investing a penny. We'll review those pointers today, and then we'll talk with an Arizona real estate developer whose projects have averaged double digit returns, secured by real estate.  This is a show you don't want to miss, MASTERING MONEY is on the air!!!

Oct 9, 2019

As you get closer to the day when your salary goes away… and everything you’ve accumulated up to this point has to be the source of ALL your future paydays… your decisions need to become more accurate. You can’t afford the mistakes you made thirty years ago.  On an increasing basis, the news literature in the financial world states that you will need more than a million dollars to retire and to make sure you don't go broke.   A million is a nice sum of money, but unless you properly diversify, allocate, and conserve it, you run the risk of seeing it get cut in half by a combination of market declines, income withdrawals, RMDs, taxes, politics, fees, inflation, and poor timing when it comes to retirement. Today, we''ll tell you the story of Doug and Diane, who found out the hard way. Then Medicare Specialist Shelley Grandidge joins us for the Q & A. Don't miss today's show  MASTERING MONEY is on the air!!

Oct 8, 2019

Medicaid is a health care program designed for the poor. That said, it is well known that poor health and long term care needs later in life by one or both spouses can lead to a couple actually BECOMING poor! This is why certain forms of planning are legally allowed to potentially help keep a family from financial devastation while receiving Medicaid long term care benefits. Today, we'll review key details of Arizona's Medicaid System, how it differs from MediCARE, and how to properly plan for it if you have parents faced with the issue. To help us, Phoenix Elder Law attorney Caleb Linn joins us for the Q & A. This is a fact filled show ou don't want to miss. MASTERING MONEY is on the air!!!

Oct 7, 2019

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 top market experts and heard by millions of listeners coast to coast—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  timely financial update from Steve you won't want to miss!

Oct 4, 2019

The terms ‘recession’ and ‘stock market crash’ are often used interchangeably in spooky headlines about what might be ahead for the economy. The reality is that while the stock market may dip due to the PSYCHOLOGICAL effects of a recession, the statistics show there isn't really a clearly traceable cause-effect relationship between the two.  That doesn't stop scary headlines about BOTH from pushing nervous investors to sabotage themselves, doing the exact wrong things based on temporary dips in the market. The key lies in having a strategy in place that actually BENEFITS from dips in the market AND protects against market crashes with the bulk of your money. We'll review that strategy today, and then Travel Agent Ruby Kelly joins us for the Q & A and tells us where to go!  Don't miss it...MASTERING MONEY is on the air!!!

Oct 3, 2019

The terms ‘recession’ and ‘stock market crash’ are often used interchangeably in spooky headlines about what might be ahead for the economy. The reality is that while the stock market may dip due to the PSYCHOLOGICAL effects of a recession, the statistics show there isn't really a clearly traceable cause-effect relationship between the two.  That doesn't stop scary headlines about BOTH from pushing nervous investors to sabotage themselves, doing the exact wrong things based on temporary dips in the market. The key lies in having a strategy in place that actually BENEFITS from dips in the market AND protects against market crashes with the bulk of your money. We'll review that strategy today, and then Travel Agent Ruby Kelly joins us for the Q & A and tells us where to go!  Don't miss it...MASTERING MONEY is on the air!!!

Oct 2, 2019

So, what happens if you retire at or near a Market Peak? Have you thought about that? Statistically, people are more inclined to retire during the top end of a bull market. It only makes sense. That's when confidence and peace of mind are higher. The trouble, as we all know, is that "what goes up also comes down" and if it comes down soon after we retire, that's a problem. Also, statistically, the ten year periods following really strong ten year periods are not so hot. Withdrawing steady income from a declining balance can run a retirement off the road. Today, we'll tell the story of Donna, whose great grandparents, grandparents, and parents ALL retired during market peaks going back to 1928, 1973, and 1999, and what Donna has decided to do with her retirement. Then Medicare specialist Shelley Grandidge joins us.
Don't miss today's show MASTERING MONEY is on the air!!!

Oct 1, 2019

Have you heard about the new Bill that passed in the House of Representatives that would raise the age for taking RMD withdrawals from the current age of 70 ½ to age 72? Well, it still has to pass the Senate, but attorneys and accountants warn that required minimum distribution planning is only a small part of the bill. The IRS will miss almost a billion dollars a year in revenue from moving to age 72. But don't worry, they still have several ways to take it out of your hide! You need to be aware of how what is known as the SECURE Act will likely affect your estate and tax planning decisions going forward. One casualty is the “Stretch IRA”. it will be done away with. Steve and I will have the details for you today and then former probate litigator and now estate planning attorney LIBBY BANKS joins us for the Q & A. Don't miss today's show--MASTERING MONEY is on the air!!!

Sep 27, 2019

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 top market experts and heard by millions of listeners coast to coast—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 financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

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