Info

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!
RSS Feed Subscribe in iTunes Android App iOS App
2017
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: March, 2015

Mar 31, 2015

The A-Team explores research by Wall Street Journal columnist Jason Zweig. Mr. Zweig uses calculations provided by Yale Professor Robert Shiller, whose research shows the probable return for the S & P 500 over the next 10 years is only 2.5% annually. Dan Shaffer of Shaffer Asset Management joins Steve and Sinclair for the Q & A, to further analyze.

Mar 30, 2015

Steve and Sinclair review the impact of share buybacks and how it has affected this bull market. Goldman Sachs says the the good ship "buyback" could run ashore soon. One day the market will have to stand on its own two feet, but for now stock buybacks total more than all the new purchases of mutual funds and ETFs combined, according to Goldman.  Matt Griffin joins the A-Team for Q & A on Oil and Gas, and the potential for terrorist strikes on the Strait of Hormuz.

Mar 27, 2015

The A-Team reviews a Wall Street Journal article covering "Zombie"  REITs-- large REITs, like Inland,  that have gone into a mode of illiquidity and zero dividends, and have fallen in share value by up to fifty percent. Find out what to look for in a good REIT. In the Q & A, financial analyst and fund manager Jim Gentrup, CFA, joins Steve and Sinclair.

Mar 26, 2015

To get the right answers, you need to be asking the right questions. Steve and Sinclair review the question:  "Do I need an annuity?" and "what about the annuities now being used in some 401k plans?" Estate planning attorney Julie LaBenz joins the A-Team for the Q & A session.

Mar 25, 2015

CFP Harold Evensky is considered by many the "Father of Financial Planning" and the originator of bucket planning back in the early 1980s. For years, his buckets did not include annuities. At a recent advisor conference he announced he has changed his views, and that annuities are the "most important investment of the next ten years."  Steve and Sinclair review his points for success. In the Q & A segment, Tom Sigrist, Senior Vice President and commercial loan officer with Berkadia, joins the A-Team.

Mar 24, 2015

Steve and Sinclair review the "famous last words" of highly touted talking heads just before market crashes, predicting the Dow to reach 35,000. They review Larry Swedroe's assessment of Harry Dent, whose bold predictions (both up and down) failed to materialize. Randy Swan of Swan Global Investments joins the A Team in the Q & A segment.

Mar 23, 2015

Steve and Sinclair examine the potential opportunities for investment created by lower oil prices. A look at Whiting Petroleum, Exxon, and Chevron. In the Q & A, experienced oil driller Matt Griffin, CEO of Payson Petroleum joins the A-Team to discuss expansion plans in Texas.

Mar 20, 2015

Steve and Sinclair give a seminar on stock splits in the Getting Smart Segment, then in Segment 3, Neil MacNeal, one of the top stock split guru's in the country, who has doubled the return of the Wilshire 5000 over the past 14 years, joins the A Team to reveal his secrets to success

Mar 19, 2015

Steve and Sinclair cover the markets and the Fed, then delve into the story behind the comeback and rise of  Domino's Pizza. The stock was selling at $13 in 2010, and is now over $100. In the Q & A segment, the one and only John Bogle joins the A-Team for a classic interview.

Mar 18, 2015
Steve and Sinclair dig deep into the rise of robotics and automation and the impact on jobs. Are robots taking over. The Scientific American and researchers at MIT say yes, at least for the next ten to twenty years. The A-Team then interviews author Martin Ford, a Silicon Valley computer engineer and writer on the subject. He advances evidence of the alarming trend that is gaining momentum.

 

1 2 3 Next »