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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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Now displaying: February, 2015

Feb 12, 2015

Can you make money with stock splits? Sinclair and Steve review strategies buying shares of companies before the stock splits. In the Q & A segment, stock split specialist and publisher of the 2 for 1 Stock Split Newlsetter, Neil Macneil joins the A team with his insights.

Feb 11, 2015

Sinclair reviews insights from Vanguard's John Ameriks and AARPs Jean Setzfand who both promote the idea of separating income money from investment money in a retirement portfolio (bucketing). Steve and Sinclair welcome ASU real estate researcher Michael Orr for Q & A.

Feb 10, 2015

Steve and Sinclair discuss the fact that the age groups of 90 and 100 plus are growing at twice the pace of U.S. population growth as a whole. MBA and elder law attorney Ian Kasegowa of Gormand and Jones Law Firm joins Mastering Money to discuss medicaid planning trusts.

Feb 9, 2015

Sinclair reviews the risks of unconstrained bond funds being offered by Double Line, Loomis Sayles, Janus and others  which the Wall Street Journal reports are laced with derivatives and junk bonds. Q & A today: Matt Griffin Payson Petroleum

Feb 6, 2015

Steve and Sinclair were joined by the one and only Steve Forbes, CEO of Forbes Media. Calling in from New York, Forbes discusses oil prices, jobs, the dollar, and the Fed. In segment two, Sinclair also reviews an article appearing in Time Magazine regarding the growing use of annuities in IRAs by a new wave of retirees. 

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