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
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: September, 2016

Sep 29, 2016

Experienced estate planning attorney and MBA Richard Dwornik returns to Mastering Money to review today's most important estate planning topics.

Sep 28, 2016

Enrolled agent and master tax specialist , Doris Milton with H & R Block returns to Mastering Money to review today's most important tax topics.

Sep 27, 2016

Low bond rates have pushed many investors to try new things, but at a cost and with some extra risk--The Wall Street Journal reports that preferred stocks have seen rising demand at almost precisely the wrong time, with investors apparently forgetting that preferred stocks lost 9% in 2007, 38% in 2008, and lost 7% in 2011. Some analysts say preferreds are at their riskiest point in history. Steve and Sinclair have the Wall Street Journal report, then Steve does a consumer review on an annuity article found on CNN Money!

Sep 26, 2016

Steve and Sinclair review several topics they will cover at the upcoming IQ Wealth Financial &Estate Planning Workshop. For more information visit www.IQWealthManagement.com. Steve also reviews the Vanguard variable annuity.

Sep 23, 2016

There are now over 10 million millionaires in the United States, but over 72% do not feel "rich" or permanently well off. Find out why most U.S. millionaires worry about running out of money, and Jason Zweig of the Wall Street Journal makes the case for indexing.

Sep 22, 2016

It turns out that when many people eat beef, they want to know if the cow ate grass!! Grass-fed beef, once a niche luxury, is now sold at ballgames, convention centers and nearly every Wal-Mart in the U.S.A.  Steve and Sinclair have the Wall Street Journal report on why people are willing to pay more for grass fed,  a trend showing a 40% increase in the past two years alone.

Sep 21, 2016

CPA Nick Stefaniak, part of the IQ Wealth independent team of professionals, is here to discuss his special mentoring project at Arizona State University, and to talk about everyone's favorite subject--TAXES!

Sep 20, 2016

What's the difference between a new generation, a hybrid, and a NextGen annuity? And how do you  make sure the insurance company gives full value to your beneficiaries when you die? And where can you find a 20% bonus?  Steve and Sinclair have the details and preview highlights of the upcoming IQ Wealth Financial &  Estate Planning Workshop.

Sep 19, 2016

The Chinese have been quietly overtaking the world of trading commodities in several overlooked sectors, using mathematical models. Steve and Sinclair have the report. Then Steve reviews several items he will discuss at the upcoming IQ Wealth Financial &  Estate Planning Workshop Thursday, October 13.

1 2 3 Next »