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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: July, 2015

Jul 31, 2015

Many people are utilizing the "backdoor Roth IRA" as a viable tax strategy. Because the IRS income limits forbid many taxpayers from contributing directly to a Roth. the back door Roth is a way to accomplish the task and build a tax free nest egg--if you meet certain requirements! There are also some tripwires to avoid. Steve and Sinclair discuss and review. In the Q & A, CFP® Murray Titterington with IQ Wealth answers questions on Social Security claiming and the rules with regard to ex-spouses.

 

Jul 30, 2015

The Wall Street Journal reports that Cybercriminals are getting good. More advanced and skilled hackers are exploiting publicly available information--and weaknesses in email systems--to trick small businesses into transferring large sums of money. The fraudulent requests often have a legitimate-sounding purpose involving big name bank accounts like Northern Trust and Comerica.  Not small change--Companies across the globe lost more than $1 billion dollars—with a B-- from October 2013 through June 2015, according to the Federal Bureau of Investigation. A local Phoenix metals company recently lost $100,000 with no chance of recovery. Steve and Sinclair review. In the Q & A, Steve discusses a new dynamic approach to target dating your portfolio.

Jul 29, 2015

Biotech and Pharma are tearing up the market this year, and according to Ron Winslow writing in the Wall Street Journal, a powerful new class of drugs promises hope  for high-risk patients with cholesterol issues—a group that numbers in the millions. Companies like Regeneron may be in the right place at the right time, up over 25% for the year. Is there room to run? Sinclair and Steve review what's happening. In the Q & A segment,  CFP® Murray Titterington with IQ Wealth joins the A-Team to discuss Social Security taxation issues.

Jul 29, 2015

Former Money Magazine Editor and America's Money Answers man, Jordan Goodman recently requested to interview Money Radio's Steve Jurich on national radio.  Here is the entire interview, with a discussion of points in Steve's best selling book, Smart Is The New Rich.

Jul 28, 2015

According to the Wall Street Journal’s Dan Strumpf, interest-rate jitters are taking their toll on one of the stock market’s big success stories in recent years: high-dividend stocks. Double digit losses have now replaced double-digit gains of recent years. Investors plowed $48.4 billion into mutual and exchange-traded funds tracking utilities and REITs from 2010 through 2014, according to Morningstar Inc., but now, many large institutions are moving away. Learn the risks. In the Q & A segment, Neil MacNeal, whose stock split strategy has been recognized by Mark Hulbert at MarketWatch, and has doubled the Wilshire 5000 since 2000, returns to Mastering Money to talk splits with the A-Team. 

Jul 27, 2015

A video has gone viral that is scaring consumers into believing that the Chinese yuan will become the new reserve currency by October of 2015, this fall. Meanwhile, today, the Chinese market is down another 8.5% for the DAY. The top hedge funds are closing their long positions in China, and many say China's markets are due for the type of reversal seen in 2008. So, where are investors running for cover? You guessed it. The U.S. Treasury, where demand is back up for the 10 year treasury, sending rates back toward 2%. Nick Grovich, our guest sponsor on Mondays talks with Sinclair Noe in segments 2 and 3 on what you should be aware of in the precious metals market, especially platinum. Steve and Sinclair review markets and trends in Segment 4.

Jul 23, 2015

If you’re a parent, especially a parent of a daughter, you know that weddings cost money.  And the walk down the aisle continues to get more expensive. Couples spent an average of $31,213 on their big day last year, according to latest study from The Knot.com, up more than 4% from $29,858 in 2013. This one day expense is more than many Americans make in a year. Steve and Sinclair discuss the realities and the pricing, since Steve's son is getting married this summer. In the Q & A, CFA Jim Gentrup joins the A Team to discuss strategies with small cap stocks. 

Jul 22, 2015

From oil and gold to copper,  currencies, dairy, cotton and sugar--commodity prices have tumbled over the past several years as a global deflation digs in its heels.  Investors pulled roughly $1.1 billion from commodities-sector funds during the second quarter of 2015, according to fund-data provider EPFR Global. Just a few years ago, many investors thought we were heading for runaway inflation. What happened? Where are we headed?  Steve and Sinclair review a timely report from the Wall Street Journal. In the Q & A segment, Matt Griffin, CEO of Payson Petroleum joins the A Team to discuss why gas prices are high, although oil prices are low.

Jul 21, 2015

Exchange-traded funds that use leverage to boost returns have an appeal that can be hard to resist. If your timing is right, you can collect gains two or even three times that of the daily return of a given stock or bond index. But Jonathan Burton of Marketwatch and experts from Morningstar say  "watch out: Leverage cuts both ways, and if you're on the wrong side of a bet, your losses will be magnified."  

...And leveraged ETFs -- which use derivatives and other financial instruments to amplify the market's daily moves -- have wrinkles that can lead to unwelcome surprises for some investors. Steve and Sinclair review. In the Q & A, hear answers about the legalities involved with certain types of agents and advisors, and how it can result in your getting short-changed on thorough information.

Jul 20, 2015

The Wall Street Journal reports on the speech made by Iran's Ayatollah Khameni over the weekend (after the Vienna signing), that "Our policy regarding the arrogant U.S. Government will not change." Iran will continue to support the Syrian regime, Hezbollah in Lebanon, and Shiite militias in Iraq, the leader said. The hard line clerics' views are being watched because he has the final say in most matters of state and could still rescind the agreement at any time. How does this affect retired investors? It adds to the types of risks known as "event risk" and  "geo-political risk". If events are truly shocking enough, it  trigger market declines and interest rate spikes.  Nick Grovich talks about the advantages of owning some gold in your portfolio. Steve discusses some allocation ideas. The objective: to help you ensure your income, insure your outcomes, and invest the rest with purpose. A proper portfolio in 2015 and beyond must be ready for anything. Things are changing. Power is shifting. Your money should be protected.  

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