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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Now displaying: June, 2016

Jun 2, 2016

Twenty years ago, a retired investor could retire on treasury bonds paying 7.5%. Today those same bonds are paying 1.8%. The Wall Street Journal points out that pension fund managers are being forced to take on more risk--at just the wrong time.  In the past, the 7.5% bond rate was their fall back, but no longer. Bonds and bond funds are increasingly risky--if rates were to rise, losses can result.. Finra warns of the risk and Warren Buffett says bond funds should come with "a warning label". Meanwhile, pension plans have dumped bonds as a major holding and are taking on more risk. Steve and Sinclair have the Wall Street Journal review. In the Q & A, learn the basics of the new retirement income strategy referenced by researchers at MIT, Wharton, and the University of Toronto.

Jun 1, 2016

Some like it hot...Really Hot! Peppers have become big business for spice vendors, restaurant chains, and drug companies. Drug companies use capsaicin--the heat element in peppers causing a 500% increase in pepper sales. Each type of pepper has its own level of "heat."  Steve and Sinclair have a Wall Street Journal report on who is profiting and who's tongues are burning. Then in the Q & A segment,  CFP and Certified Investment Management Analyst Murray Titterington is here to talk about the IQ Wealth Black Diamond Dividend Strategy. Today we analyze Abbott Labs to see if it is a candidate for the portfolio, based on 7 important criteria.

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