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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 16, 2016

You may remember the best selling book Liar's Poker by Michael Lewis (he also wrote The Big Short).  Liar's Poker was a close look at the inside dealings  of Salomon Brothers, and its  legendary boss John Gutfreund. Salomon had cornered the U.S. treasury market in the early 90s and was brought down by regulators. The 86 year old Gutfreund passed away last week, marking the official end of an era.   Steve and Sinclair review a new Wall Street Journal piece on Salomon and Gutfreund that is revealing and instructive, especially since Warren Buffett and Charlie Munger were involved in the bailout. Interesting piece.  In today's Q & A segment,  CFP Murray Titterington with IQ Wealth Management talks about Warren Buffett's annual letter to shareholders and dividend investing fundamentals.

Mar 15, 2016

Today on Mastering Money,  Steve and Sinclair review a Fortune magazine review of the renaissance happening at Penny--better known as JC Penney, under new CEO Marvin Ellison. The President of Caliber Wealth Development joins the A-Team for the Q & A segment, to talk about the exceptional growth happening at Caliber Wealth Development, and the upcoming event with Caliber and IQ Wealth. The Steve reviews "what ever happened" to Montgomery Wards, another American icon. Wards is an interesting story, especially since Amazon has taken over the buy from home market that Wards started, even before Sears. Find out what helped them succeed, and what caused them to fail.

Mar 14, 2016

H & R Block Enrolled Agent Doris Milton joins Steve and Sinclair to talk about taxes and what is deductible if you own a part time business.  Steve reviews the alarming rise in corporate debt and increasing bond durations. The bottom line?  Risks are growing for retirees holding onto bonds, bond funds, and bond ETFs. Corporate debt has doubled since 2009 and the average duration is up over 147% to an average duration of over twenty one years! How old will YOU be in twenty one years?   Are bonds suddenly the most risky investment on Wall Street? Find out more in this episode of Mastering Money.

Mar 11, 2016
Today on Mastering Money, the A-Team heads to the Beach...the beaches of Costa Rica!  Real estate developer Charles Boyd with the Costa Rica Team comes on for an extended segment to talk about the climate, safety, economy and opportunity in sunny Costa Rica.
In segment 4, Steve talks about dividend investing.
Mar 10, 2016

Gary Kaltbaum joins the A-Team to examine the markets and talk about his methods.

The goal of investing is to sell something at a price that's higher than what the investor paid to buy it. The problem investors face is determining when prices are low enough to indicate a buy and high enough to decide that selling is the best choice. Relative strength addresses this problem by quantifying how a stock is performing compared to other stocks.  Today Steve and Sinclair explore and define relative strength investing, and how it made fortunes for the likes of Jesse Livermore, who shorted the 1929 stock market,netting a cool $100 million ($1.3 billion in today's dollars.)
 
It can also be a very consistent way to find opportunity--William B. O'Neill of Investors Business Daily built his investing method around it. Gary Kaltbaum also uses Relative Strength and joins us for the Q & A.
Mar 9, 2016

Today, March 9th, marks the seventh anniversary of the current bull market--making it 84 months old. That's the third longest in history with the average being 44 months. Are we due?  The Wall Street Journal points out that those retiring in 2016 and 2017 have the highest risk of retiring into a bear market since 1999. The Journal's article interviewed renowned retirement expert Dr. Wade Pfau. Wade D. Pfau, PhD, CFA, is a Professor of Retirement Income in the new PhD program for Financial and Retirement Planning at The American College in Bryn Mawr, PA.

 
Making a special appearance for the Mastering Money Q & A segment, Dr. Pfau joins Steve and Sinclair to expand on his interview in the Journal.
Mar 8, 2016

Today on Mastering Money, Steve and Sinclair examine "style drift" among mutual fund managers, using research from former Morningstar analyst John Courmarianos. Courmarianos  studied 106 funds that drifted from their original style box on Morningstar, and found a mutual fund that has more than doubled the S & P 500 since 2000. In the Q & A Steve answers questions and clarifies how it is possible to average an 8.43% return over 20 years, withdrawing only 5%, and still run out of money in a traditonal equity portfolio by the 21st year. Learn how the math works.

Mar 7, 2016

Today on Mastering Money, national gold expert Nick Grovich joins Steve and Sinclair to talk about the 20% rise in gold--why its happening, what's causing it, and what is the smartest asset to buy.  He also discusses the gold to silver ratio, the gold to platinum ratio, and the silver to platinum ratio--and what they are telling the savvy investor right now.  Then Steve reviews a Wall Street Journal piece on why the U.S. will need 1.5 million more mathematicians in the next four years to handle the data explosion, IBM reports that 90% of the data in the world today has been created in the last two years alone!! 

Mar 4, 2016

Today on Mastering Money, Steve and Sinclair review the many warnings by Finra and other agencies regarding Target Date mutual funds, often found in 401ks and by individual investors as a shortcut to planning for retirement. Just as Warren Buffett says bonds "should come with a warning label", Target Dates also come with heavy market risk and interest rate risk. Then, Mr. Chuck Carnevale, renowned dividend expert and editor of FastGraphs.com joins The A-Team for deep insights into dividend stocks.

Mar 4, 2016
Today on Mastering Money, its tax time and its a good time to hear from an expert...Enrolled Agent Doris Milton with H & R Block joins is a special guest followed by real estate developer Charles Boyd CEO of the Costa Rican Team development company.
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