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 Apple Podcasts Android App iOS App
2018
June
May
April
March
February
January


2017
December
November
October
September
August
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: July, 2016

Jul 15, 2016

Two-fifths of US employees are in occupations where at least half their time is spent doing activities that could be automated by adapting technology already available, according to research from the McKinsey Global Institute. Experts, including Bill Gates, say forty percent of today's jobs won't exist in 20 years.

Jul 14, 2016

Would you pay $10 to $15 a month for a guaranteed cut to the front of some crowded airport security lines, even ahead of PreCheck members and first-class passengers? One company is using biometrics at 12 airports now with 24 expected by the end of the year. Steve and Sinclair have the Wall Street Journal report-- then CPA Nick Stefaniak is here to talk about how your investments are reported to the IRS!

Jul 13, 2016

The focus is on DIVIDENDS, get a mini-course on six key factors not to be overlooked when choosing dividend-paying stocks! CFP®, MBA, and Certified Investment Management Analyst® , Murray Titterington.

Jul 12, 2016

The Securities and Exchange Commission is investigating whether Tesla Motors breached securities laws by failing to disclose to investors a fatal crash in May involving an electric car that was driving itself! Steve and Sinclair have the Wall Street Journal report, then IRS Enrolled agent Doris Milton is here to talk about taxes!

Jul 11, 2016

Gold and silver are two of the bright spots for investors this year. Its a good time to get an update from precious metals expert Nick Grovich who joins Steve and Sinclair to talk about what investors are buying, what they're selling, and what could be the biggest gold buying mistake you can make.

Jul 8, 2016

Steve and Sinclair review a revealing report on the real risks of popular leveraged ETFs and why so many investors end up losing money with them, plus four ways to lower your fees when choosing an annuity for your IRA rollover!

Jul 7, 2016

Which stock has doubled since 2012 and has increased its dividend by nearly six percent for the past sixty years? And does the Stock qualify for the IQ Wealth Black Diamond Dividend Portfolio? Steve and Sinclair have the answers, then Estate Planning attorney Richard Dwornik is here to discuss issues with the A-B provision in your living trust!

Jul 6, 2016

Learn some of the inside secrets involved in selecting high value, high dividend stocks!  CFP®, MBA and Certified Investment Management Analyst® Murray Titterington explains how he filters stocks from the more than 7,000 names on the Big Board.

Jul 5, 2016

Today on Mastering Money, has Elon Musk finally bit off more than he can chew with the acquisition of Solar City? Wall Street analysts are questioning the move since neither company has ever made a profit, and Musk's cousin is running Solar City. Steve and Sinclair have a Wall Street Journal report. Then Steve talks about an annuity with a twenty percent bonus.

Jul 1, 2016

Today on Mastering Money, Steve and Sinclair review what's new and then reveal the three presidents who died on the fourth of July.  Then hear the Wall Street Journal report on the winners and losers from the Brexit trade where most hedge funds got it wrong, but a certain type of software got it right. It turns out that humans are far more susceptible to "market noise" and what is known as "projection bias."  Machines can't hear the noise, and stay with the strategy. Then CFP and Certified Investment Management Analyst Murray Titterington is here to review how market noise is filtered out in the management of the IQ Wealth Black Diamond Dividend Portfolio.

« Previous 1 2