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Mastering Money

Mastering Money is hosted by Certified Income Specialist™ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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Feb 16, 2018

Long-term-care insurance was supposed to help pay for nursing homes, assisted living and personal aides for tens of millions of Americans when they became unable to take care of themselves.
Now, however, the industry is in financial turmoil, causing misery for many of the 7.3 million people who own a long-term-care policy, equal to about a fifth of the U.S. population at least 65 years old. Rates are rising, and benefits are being cut. What can you do and...more important-- what SHOULD you do? We’ll explore the GROWING problem and reveal several smart solutions being used right now!  MASTERING MONEY is on the air!
  

Feb 15, 2018

Have you ever wondered how much profit airlines make with each flight you take? ... And--- which airlines make more profit--those that charge fees for bags or those that don't?  Today we have the facts and details from a Wall Street Journal Report that may really surprise you. Then New York Times Best Selling author and star of ABC television David Bach joins us for the Q & A session! A great show lined up for you today--MASTERING MONEY is on the air!

Feb 14, 2018
This is Valentine's Day, so its a good day to ask the question: who is smarter when it comes to investing--men or women? Multiple studies have been done to determine the answer. And today on Mastering Money we will reveal the findings. We have the data from a Merrill Lynch study of 11,500 personality assessments, tests at the University of California, and statistics  from Vanguard comparing the trading habits of men and women. Today, you will finally learn who is smarter, women or men?!!  Then,  PhD Doris Milton joins us with a special guest for the Health and Wealth Q & A session. You don't want to miss today's show! MASTERING MONEY is on the air!!
Feb 13, 2018

MM CLIP

It’s only natural--most investors try to accumulate as much money as possible to alleviate the worry of running out of it one day. And why not? The more assets you have, the less you should worry, right? If only that were true! It turns out that most retirees worry about the possibility of running out of money on a regular basis. Even a good portion of the nation’s eleven million millionaire households worry about money frequently.

According to a 2015 study by TIAA-CREFF, “Fifty percent of investors with at least $250,000 in investable assets say their most important investment goal is to generate income in retirement, and only 41 percent say their top goal is to accumulate savings for retirement. After two fifty percent market crashes and government debt out of control,  smart retirees know they can't rely completely on Wall Street to save them! There is simply too much risk! Today we'll explore why even bonds and real estate are at high risk as interest rates rise. You don't want to miss it! MASTERING MONEY is on the air!!

 
Feb 12, 2018

After an in-depth review of today's breaking news and market trends in segment one,  we'll turn it over to  former Ronald Reagan economist and syndicated talk show host LARRY KUDLOW  in segments two and three! Today, Larry weighs in with high powered guests and unique insights on the the markets, politics, Donald Trump, Congress, the FBI and more!—MASTERING MONEY is on ON THE AIR!! 

Feb 9, 2018

..When markets correct, it gets easier to remember that what goes up DOES come down one day... and that in the long run, the averages play out! ...So, what rate of return should you expect to make on your investments over the next ten years? History reveals that the higher a market goes in one ten year period, the lower the following ten year period will likely go. The experts at BlackRock--the largest mutual fund company in the world has published its projection of returns for the next ten years at a chilling 5.9% for U.S. stocks and only 3.1% for U.S. bonds. Vanguard, the largest brokerage in the world,  expects six percent and three percent respectively. If it happens, is your financial plan prepared for lower returns for the next decade?"  Today, you'll get the real facts and learn about real solutions! MASTERING MONEY is on the air!

 
Feb 8, 2018

…Planning a financial portfolio for retirement is much like building a custom home. To build a home, you start with a blueprint that details not only what your house will look like, but how the individual components will come together--starting with the Foundation.. To do it right, you must first know what your objectives are. You, and your designer work together to draw a plan that includes every room and every detail of each room until you have a full set of construction plans, plus a list of materials and resources needed to build the house in a timely manner. Today, we'll discuss how to build a financial plan for retirement that can weather all storms--and then CPA Nick Stefaniak joins us with Tax Tips on the New Tax Law. Mastering Money is on the air!!

Feb 7, 2018

Have you ever wondered how life insurance companies remain profitable when markets crumble? Many companies have been in business over 100 years through every type of calamity! The simple answer is that life insurance companies do not invest their audited reserves in the stock market, or REITS or other risky assets! By statutory law,  they invest conservatively and sequester important capital from the big risks being taken by mutual fund companies.  There are multiple layers of regulation, auditing of financials, and consequences for not doing things properly. Some industries are regulated, but  Life insurance companies are HYPER-regulated!  Today, we'll investigate just how safe life insurance companies are and why more people are choosing to insure their retirement incomes. MASTERING MONEY is on the air!!

 
Feb 6, 2018

In retirement, you really can't afford major market crashes-- have you wondered why more than two hundred billion dollars a year in new annuities are being acquired—many  for 401k and IRA rollovers by professional  engineers, teachers, doctors, accountants, business owners, and attorneys?  Today we’ll explore which types of annuities pay the most, cost the least,  protect your heirs, and protect your principal! Learn how to preserve what you've worked hard to accumulate, while staying in position to grow your principal and enjoy exceptional income for life!

Feb 5, 2018

After an in-depth review of today's breaking news and market trends in segment one,  we'll turn it over to  former Ronald Reagan economist and syndicated talk show hostLARRY KUDLOW  in segments two and three! Today, Larry weighs in with high powered guests and unique insights on the the markets, politics, Donald Trump, Congress, the FBI and more!—MASTERING MONEY is on ON THE AIR!! 

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