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 Apple Podcasts Android App iOS App
2017
November
October
September
August
July
June
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: May, 2015

May 11, 2015

Road trip! Are more Americans planning to drive more miles this summer, or is the economy still too darn slow to take advantage of lower gas prices? And why have gas prices risen faster than the price of oil. Steven and Sinclair review a Wall Street Journal report on gas prices. In the Q & A, fund manager and market analyst Dan Shaffer, MBA, joins the A Team to break down what's happening with the U.S. dollar, the Euro, Gold, and interest rates.

May 7, 2015

Dr. Laurence Kotlikoff is the noted authority on Social Security. Sinclair and Steve review some of Dr. Kotlikoff's "34 Things You Need To Know", including spousal benefits and special rules for divorcees. Which method of claiming S.S. is best for you? What can you do if you have already started claiming? We dig in for answers. In the Q & A segment, CFP® Murray Titterington with IQ Wealth Advisory, LLC joins the A- Team to talk Social Security.

May 6, 2015

Got Milk?  Steve and Sinclair explore what's happening in one of the key agricultural industries in the U.S., the fluid milk business. People are drinking less milk and kids are drinking half as much as the previous generations. Coca Cola is trying to make milk cool again. Will it work? Let's talk about it. In the Q & A, Jerry Brown (no, not the governor) the Public Relations director for St. Mary's Food Bank joins the A-Team. Some of the statistics for their accomplishments will blow you away. Giving a little helps a lot, even if it is one kid that gets some milk to drink or peanut butter to eat tonight. It's cool to give and help! And Jerry is a fun interview!

May 5, 2015
Should you use your trust as the beneficiary of an IRA?  Only if it is worded properly. Recent court cases point to more accuracy being needed in the wording of your trust. Steve and Sinclair review the basic rules for trusts being used as IRA beneficiaries, then Attorney Ian Hasegowa with the Gorman & Jones law firm, joins the A-Team to answer critical questions on this timely topic.

 

May 4, 2015

Steve and Sinclair review the remarkable growth of nuclear submarines around the world. Suddenly, China now has the capability of hitting Hawaii from a sub near the Chinese shore, and the west coast from a sub in the mid-Pacific. Earlier this year, Sweden spotted a Russian sub in its waters. The production and acquisition of modern day, strike-capable nuclear subs will double over the next 9 years according to Naval intelligence and private tracking firms. In the Q & A segment, Tom Sigrist and Aaron Cardwell join the A-Team to discuss low interest rate, non recourse commercial financing for commercial projects in the $2 million to $50 million range, from HUD, Fannie Mae, and Freddie Mac. If you're a real estate investor, don't miss this interview.

« Previous 1 2