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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: September, 2016

Sep 16, 2016

Steve and Sinclair review several topics to be discussed at the upcoming IQ Wealth Financial And Estate Planning Workshop, Thursday, October 13 at 6pm, and Enrolled Agent Doris Milton is here with some very timely tax tips.

Sep 15, 2016

Estate planning attorney and MBA Richard Dwornik is here to discuss mistakes that can be easily made with powers of attorney and reviews topics he will discuss at the upcoming IQ Wealth Financial And Estate Planning Workshop October 13.

Sep 14, 2016

'The Fed' has a system for figuring out where interest rates should be... really! Not kidding! Steve and Sinclair have a Wall Street Journal report on a little known secret gauge they use. Then Steve explains how annuity income riders work.

Sep 13, 2016

The business of taking care of Americans as they get older is one of the most popular and profitable franchising opportunities in the country,  according to a Wall Street journal report. Steve and Sinclair have the details. Then Steve reviews the real story on an annuity with a twenty percent income bonus--and how to avoid disinheriting your heirs!

Sep 9, 2016

The Dow finished down 394 points on this day--Steve and Sinclair break down one of the fundamental factors holding up the markets--low interest rates. Find out the anatomy of what causes rates to stay low and how it is affecting the portfolios of pension companies and retiring investors. Then Steve breaks down 2 key annuity fundamentals.

Sep 8, 2016

Steve reviews two of the most common annuity mistakes investors make and estate planning attorney Richard Dwornik reviews four documents that are almost always out of date in most estate plans that are more than five years old.

Sep 7, 2016

The chase for yield continues with interest rates near zero--The Wall Street Journal reports that some investors have jumped into preferred stocks at almost precisely the wrong time, 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 6, 2016

Did you know that there are now over ten million millionaires in the U.S. and that 72% of them don't feel rich or wealthy? Find out the magic number to feel rich according to the Wall Street Journal. And the Vanguard 500 index fund just turned 40 years old. Find out what John Bogle, Vanguard's founder, said when they barely raised enough money to keep the lights on.

Sep 2, 2016

The break up of Met Life was a surprise to many investors and annuity holders. The Wall Street Journal has some background in a special report and some comparisons to AIG. Steve reviews 3 important points for consumers comparing annuities with a key mistake to avoid.

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