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.
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.
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.