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 iTunes Android App iOS App
2017
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, 2016

May 31, 2016

Five years ago, the first baby boomers started hitting age 65. Fast forward to today: 10,000 baby boomers a day start turning 70 this year. This could mean that a lot of the money that has been holding up and supporting the markets for three decades will be coming out for income due to Required Minimum Distributions (RMDs).  Will they put the money in the bank or put it back into the market? How will it affect stock prices over time?  Steve and Sinclair review RMD rules outlined in the Wall Street Journal by an attorney who specializes in RMDs. Then, in the Q & A,  Steve gives a consumer alert on annuity bonuses, death benefits, and income benefits--and what to look for and be careful about.

May 27, 2016

Have you ever wondered why a leveraged index fund offering two or three times the S & P 500 very rarely if ever pans out? There are three important reasons--all mathematical. Steve and Sinclair have the analysis from the experts you won't want to miss. Then, in the Q & A,  Steve explains how to avoid losing control of your principal while securing the most income from an annuity. If you're considering an annuity you will want to know the key points to be looking out for.

May 26, 2016

According to the Wall Street Journal, Nigeria is taking over the world!!!----in the game of Scrabble, that is.  What does that have to do with Money and investing? Several risk management Strategies used in one of the oldest and most popular board games in America may help you become a better investor. We review a Wall Street Journal report. Steve and Sinclair will let you know which length of words result in world championships for top players! Then estate planning attorney Richard Dwornik joins the A-Team to discuss when you might want to use a Disclaimer Trust. 

May 25, 2016

One of the labor market’s early-warning signs may be flashing trouble, says  the Wall Street Journal. Hiring by temporary staffing agencies has ground to a halt so far in 2016 to levels not seen since prior to the 2008 crisis. Peak temp hiring occurred in 2015. A slowdown in temp hiring has preceded major recessions in 2000 and 2008.  Steve and Sinclair have the details. Then CFP and Certified Investment Management Analyst Murray Titterington delves into the reinvestment of dividends in the IQ Wealth Black Diamond Dividend Portfolio.  

May 24, 2016

Consumers are spending on credit again, in a big way. U.S. credit-card balances are on track to hit $1 trillion dollars this year, according to the Wall Street Journal.  Hitting the trillion mark would edge up to the all-time peak of $1.02 trillion dollars set in July 2008, just before the financial crisis. Meanwhile S & P reports that corporate debt is now reaching pre-2008 levels. Steve and Sinclair have the alarming details. In the Q & A, Steve answers questions on annuities. 

May 23, 2016

Not long ago, the Canadian dollar was killing the U.S. dollar and our friends from the North were buying up Arizona real estate. We look at a Wall Street Journal report on how the tables have turned. The economy of Calgary, especially, has been hit by the oil bust, and the dollar is now killing the Looney (Canadian dollar.)  Alert U.S. investors are finding bargains in untouchable areas like Banff National Park. Then, we review what experts are calling an "earnings recession" among key big cap corporations. Rather than being helped, they are being HURT by the strong dollar overseas.

May 20, 2016

Make sure you have the right health insurance when traveling overseas. Many Americans are shocked at what is not covered in an emergency such as food poisoning. And if you get ill or have an accident, will your coverage extend to air evac to get you to a real hospital?Then Steve sets the record straight on how annuity income riders work, and what to be required at a minimum before you choose!  

May 19, 2016
A CHEESE Glut Is Overtaking America! YES, it’s true—could it be that Packer fans are simply not eating enough? Or is the strong U.S. dollar and other factors causing a drop in sales? Steve and Sinclair have the Wall Street Journal inside story. Then Enrolled Agent and Master Tax Advisor with H & R Block , Doris Milton is here with ideas on how to avoid an audit!

 

May 18, 2016

Are leveraged index ETFs nothing more than a double-or-nothing bet with your investment money? Many floor traders and experienced money managers say that is exactly what they are. Leveraging means two things:  The borrowing of money and the buying of futures. They only work when the direction you pick is going in a straight line.  Industry stats show the odds of success are very poor. Steve and Sinclair break down just how these ETFs work. Then Certified Financial Planner, Certified Investment Management Analyst Murray Titterington with IQ Wealth is here to review the IQ Wealth Black Diamond Dividend Portfolio, and how screening for debt to equity ratio plays a role.

May 17, 2016

Gary Kaltbaum is here  to break down the markets after Steve and Sinclair examine why generic drugs are rising in price SIX TIMES FASTER THAN THE U.S. ECONOMY. Some prescription drugs now cost from $30,000 to $50,000 a year!! Many Americans who would otherwise buy a home, are paying for prescriptions instead. The bad news: new  generics--known as "biosimilars",  will be nearly as expensive. Are health care costs one of the factors keeping the U.S. economy from growing?  Hear what experts in that field have to say.

1 2 3 Next »