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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: March, 2015

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.

Mar 13, 2015

The A-Team reviews a Forbes-featured start-up company,  Rebellion Photonics, which holds patents in a new technology that uncovers methane gas leaks for the oil industry. Jim Gentrup, CFA with Val Vista Capital Management joins the guys talk about Micro Cap and Small Cap opportunities.

Mar 12, 2015

The A-Team analyzes investments in timber and timberland--is it viable  in a deflationary world that is lowering interest rates just to keep the economies moving? A close look at Plum Creek Timber and others.  Steve reviews effective income and wealth creation strategies in spite of the lowest interest rates since 1946.

Mar 11, 2015

Sinclair reviews the Wall Street Journal's report on the trouble and pitfalls in the world of bonds and bond funds now facing investors in 2015. Call risk and reinvestment risk are at a high point due to Fed's interest rate hike on the horizon. Steve reviews the surprise winners and losers in 2014 and which categories experts say have the most potential for 2015.

 

Mar 10, 2015

Sinclair reviews FINRA's 2015 letter to broker dealers regarding increased scrutiny on improper marketing of variable annuities, bond funds, alt funds, and floating rate bank notes. Dan Shaffer, a regular on Fox Business, joins the A-Team for the Mastering Money Q & A session.

Mar 9, 2015

Steve and Sinclair delve into dividend paying stocks and how wealth is created by reinvesting and compounding dividends. Sinclair points out the danger of what is known as a dividend value trap. In the Q & A segment, Steve reveals how to avoid income failure in retirement, while creating wealth with dividend stocks.

Mar 6, 2015

Morningstar points out that the last fifteen years for stocks have been anything but stellar:  Bond funds have outperformed stock funds. Bond funds averaged 5.7% before fees over the past 15, while the S & P 500 fund averaged only 4.28%. With stocks now at all time high's and interest rates at all time lows, how secure should retired investors feel with the tradional 50-50 portflio. Jim Gentrup, CFA, joins Steve and Sinclair for the Q and A

Mar 5, 2015

Sinclair and Steve review the 15 year track records of the S&P, bonds, and the NASDAQ (less than 5% over those years) and comments from Chuck Jaffe of MarketWatch.com. In the Q & A, Steve reviews wealth building strategies based on the research of Mass Mutual. 

Mar 4, 2015

The A Team broadcasts live from the Income Property Management Expo at Westworld!  SInclair reviews the 5 rules for getting rich by Warren Buffet and how it led to the company that is now Berkadia, a nationally renowned commercial lending and servicing company. Berkshire Hathaway joined with Leucadia to form the company. In the Q & A segment, senior loan officers from Berkadia, Tom Sigrist and Aaron Cardwell answer questions on how much more viable commercial lending now is for apartments, hospitals, and assisted living facilities.using HUD, Fannie, and Freddie lending from $1million to $30million plus... a fact filled fast paced interview

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