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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: June, 2016

Jun 30, 2016

Estate planning attorney and MBA, Richard Dwornik is here to reveal why many A-B living trusts are now seriously out of date. Find out if your trust has this common flaw! Then Steve and Sinclair review Barron's Top 50 Annuities.

Jun 30, 2016

Today on Mastering Money, CFP®, MBA, and Certified Investment Management Analyst® Murray Titterington with the IQ Wealth Investment Management Team is here to review the IQ Wealth Black Diamond Dividend Portfolio, a focused dividend portfolio with strict rules, higher dividends, lower fees, and lower turnover. In the Q & A, Steve explains key income rider fundamentals you must understand before choosing an annuity. Then, we take a look at the poor performance record of market timing newsletters. Mark Hulbert of MarketWatch reports that the average market timing newsletter only stays in business 4.3 years. One of the most consistently wrong timers, according to CNN Money and Barron's: Harry Dent.

Jun 28, 2016

Today on Mastering Money,
The Wall Street Journal is reporting that restaurants--especially fast food restaurants--are seeing a statistical decline in visits. Fast food prices are rising, and consumers are suddenly cutting back--Steve and Sinclair have the story. Then Steve does a fact check on the Barrons Top 50 Annuity report for 2016  ...Mastering Money coming up next, Right after Business For Breakfast, right after the news, right here on Money Radio!!

Jun 27, 2016

The Brexit shock continues as currency traders who bet wrong before the vote, scramble to get back on their feet after the vote. Gold is on the rise, showing that it has not lost its luster as a hedge against the fears of a monetary crisis.  Today, hear from gold experts at one of the nation's leading firms, American Federal Rare Coin, and Bullion, founded by its president Nick Grovich.

Jun 24, 2016

The Wall Street Journal reports that hiring by temporary staffing agencies has suddenly fallen to levels not seen since prior to the 2008 crisis. Find out what it means... then CFP, MBA, and Certified Investment Management Analyst Murray Titterington with IQ Wealth is here to discuss the Black Diamond Dividend Portfolio

Jun 23, 2016

Learn why Warren Buffett considers himself a dividend investor and how the Black Diamond Dividend portfolio uses the Buffett Rules to pick Dividend champions, dividend achievers, and dividend aristocrats!!

Jun 22, 2016

See the remarkable power of compounding dividends in action, and then learn how an A-Plus rated proprietary annuity backed by a 130-year-old company saves both the insurance company and the consumer thousands of dollars annually!

Jun 21, 2016

Today on Mastering Money, Gary Kaltbaum joins the A-Team to talk about the Brexit vote and what it means to investors, no matter which way the vote goes. Meanwhile, the Swiss Franc has gotten so strong that investors are lining up for ten year bonds paying negative interest rates of minus a half percent a year! Swiss banks and the government see the franc strength as a real problem and even recessionary in their own economy. Steve and Sinclair review a Wall Street Journal report.

Jun 20, 2016

Is there another Tech Bubble Crash around the corner? The Wall Street Journal reports that many angel investors are backing away fast from big-name, non-profit Tech companies. In the last high-tech crash in 2000, the problem was that internet companies were making no profit at all, but their share prices kept going up turning into the biggest bubble since 1929. Today, companies like Uber and Zenefits and others in San Francisco are starting to show signs of similar riskiness. Uber has never made a profit nor has it paid any taxes in the U.S. Competitors are entering the scene and municipal laws could hamper Uber's ability to operate. Shareholders could take the hit. Steve and Sinclair have the timely story. Later, Steve talks about the IQ Wealth Black Diamond Dividend Portfolio.

Jun 17, 2016

Mastering Money 6/17/16

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