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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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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 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 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.

 

Mar 17, 2015

Do you feel lucky? Happy St. Pat's day!   Sinclair and Steve review the slide in worldwide steel prices due to possible dumping by China. China is now the world's leading steel exporter. In the Q & A segment, Hedge fund manager Jim Gentrup, CFA Charter holder, joins the A-Team or insights into stock selection.

Mar 16, 2015

Steve and Sinclair discuss the global oil surplus created by shale drillers. Will it lead to $30 oil? In the Q & A segment, Steve reviews the risks in bond funds with interest rates at all time lows.

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