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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, 2016

Mar 31, 2016

Master Tax Advisor with H & R Block Doris Milton, an IRS Enrolled Agent, joins Sinclair for a final tax tip review in segment 2. In the Q & A, real estate developer Charles Boyd,  CEO of the Costa Rica Team reviews opportunities in one of the high demand developments in Costa Rica.

Mar 31, 2016

Miami is facing a condo bust—again, according to the Wall Street Journal. Developers have started canceling projects, slashing prices and offering incentives such as private-jet access to encourage sales--is it an ominous echo of the housing crash that pounded South Florida last time?  It is spreading to Southern California as well. Steve & Sinclair review the Journal's report. Then CFP and Certified Investment Management Analyst Murray Titterington is here for the Q & A session to talk about the IQ Wealth Black Diamond Dividend Portfolio, and Steve reviews a report about hackers-- and the U.S.  electrical grid. Interesting.

Mar 29, 2016

Are you planning to travel or retire overseas? Before packing your bags, it’s important to know just how portable your health insurance is—including your Medicare insurance. Newer forms of short term medical insurance are available that can give you medical evacuation benefits that aren't covered by many plans when you are out of the country.   Some forms of flight insurance will cover medical-evacuation coverage and others don't. Some cover a heart attack, but not the flue or a case of food poisoning. Steve and Sinclair review options from several sources. In the Q & A segment,  Steve answers some key questions on annuities--which are falling in demand and which are rising in demand, and which annuities pay the most income per dollar, while protecting principal.

Mar 28, 2016

Today on Mastering Money, the one and only Steve Forbes, CEO of Forbes Media, joins the A-Team for the Q & A session. In the Getting Smart segment, Steve and Sinclair examine the differences between the Flat Tax and the Fair Tax-- and the revelation that Ted Cruz's plan is not as simple as it sounds. His plan is built around a VAT tax (Value Added Tax) and is far more complicated than Mr. Cruz is making it sound. Is it similar to Europe??  Get the details on the Flat Tax, The Fair Tax, and the VAT tax, and hear what Steve Forbes has to say.

Mar 25, 2016

Today on Mastering Money, with the markets closed Steve and Sinclair update breaking news and then welcome Charles Boyd of the Costa Rica Team to talk about investment opportunities in their 88 acre ocean view master planned community. The Costa Rica Team and Mr. Boyd are presenting an educational investment workshop coming up Thursday April 7th in Scottsdale. Steve will be a guest speaker. Listen in as Steve, Sinclair and Charles review the upscale ocean view master-planned community complete with golf course, residential, hospital, and assisted living facility overlooking the ocean in the prime area of Costa Rica.   (Steve is not an affiliate of the Costa Rica Team. IQ Wealth and Steve do not promote or endorse any investments or securities. We provided guidance and financial advice to help our clients determine suitability and keep their portfolios well diversified)  Looking forward to seeing you at the event!

Mar 24, 2016

Have you noticed that soon after a new prescription drug comes out, there are lawyer ads promoting law suits for those harmed by it.  It turns out that people can respond to prescription drugs very differently depending on their genes..  A medication that brings relief for some patients might show no benefit at all in others, or even cause harmful side effects that lead to other complications.. Its leading more and more doctors to recommend gene testing before prescribing all forms of drugs, but will insurance pay for it? How about Medicare?  We review a Wall Street Journal report on the subject. Then estate planning attorney Richard Dwornik is here for the Q & A session, followed by a mini course in negotiation skills.

Mar 24, 2016

Today on Mastering Money--the terror group ISIL’s assets are estimated at between $300 million and $700 million dollars! The Wall Street Journal says efforts to shut them down have been neutralized by a system of currency exchange houses that are on the take, passing several million dollars per day to keep the money "flowing like water". The Journal says the Central Bank of Iraq has an account at the Fed, and often withdraws large shipments of new $100 bills from a Fed facility in Rutherford, N.J.  Many of these bills make their way into the hands of ISIS. Steve and Sinclair review this surprising report which will shock you,  and then CFP/ Certified Investment Management Analyst Murray Titterington with IQ Wealth digs into dividend investing in the Q & A.

Mar 22, 2016

Today on Mastering Money-- commuting can be a drag--(unless you're listening to Money Radio of course)-- but how much extra do you have to be paid  to commute for more than an hour? Steve and Sinclair review a fascinating study on how commute times can affect personal health, divorce rates and income. The study was done by researchers at Columbia Business School and the University of Michigan, and found that a growing number of people in certain categories actually enjoy their commute and look forward to it. Then in the Q & A segment, Zach Fuller with Caliber Wealth Development company joins the A Team to talk real estate.

Mar 19, 2016

Driverless Cars! Look ma, no hands!...Today on Mastering Money,  Google driverless go under the microscope. Steve and Sinclair review a recent Barrons article.  In the Q & A we're joined by Caliber Wealth Development to talk about their upcoming event Wednesday March 23 where Steve will be a speaker. Free Event:  Wednesday March 23 in Phoenix. RSVP 480.902.3333.

Mar 19, 2016

On St. Pat's Day, its a good time to examine corporate tax inversions. Steve AND Sinclair take a look at inversions from the Irish point of view in a report appearing in the Irish Times. Then in the  Q & A,  Charles Boyd of the Costa Rica Team reveals and discusses real estate money-making opportunities.

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