Info

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.
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2018
August
July
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: October, 2016

Oct 31, 2016

It's time to talk real estate--Chris Leffler, CEO of Caliber Real Estate development joins Steve and Sinclair to talk about new and existing opportunities to invest in Arizona with cash flowing commercial real estate.

Oct 28, 2016

The Coors brand is not just a beer, it's an empire which has grown over four decades to 60-plus brands sold in more than 50 countries-- from two brands sold in 11 states. Did you know that Pabst is owned by Coors? The Wall Street Journal says they have two more familiar names in their sights. Then Steve reviews 3 key consumer tips for comparing annuities while remaining completely sober.

Oct 27, 2016

Nontraded REITs have been criticized for high fees, thin disclosures and sometimes poor returns, not to mention complete illiquidity. New types of real estate offerings are hitting the streets including one by
Blackstone. Steve and Sinclair have the Wall Street Journal report. Then estate planning attorney Richard Dwornik is in the house to talk about asset protection and your estate.

Oct 26, 2016

It's that time again... time to start thinking about year-end tax moves. IRS enrolled agent Doris Milton with H & R Block has some ideas that can save you some dollars. 

Oct 25, 2016

Steve and Sinclair review a study on money and couples and what happens when one spouse is a spender and the other is a saver...then Gary Kaltbaum joins Steve and Sinclair for the Q & A to talk about the markets, earnings surprises,  and how the elections could affect your money.

Oct 24, 2016

Some investors are frustrated with the stock market and real estate and are buying franchises instead. See why some are moving to elder care franchises. Steve and Sinclair have the Wall Street Journal report.

Oct 21, 2016

How secure is your automobile--from hackers?  Interviews with automakers, suppliers and security advisers reveal a major problem with the new wave of "connected" cars: They say the inside of your car has "ancient technology" that can be hacked from a laptop. The Wall Street Journal reports that car makers are hiring top hackers and even attending the Black Hat hacker convention this year to get up to speed.  Steve and Sinclair have the report from Wired magazine and the DefCon convention.

Oct 20, 2016

Bass Pro Shops recently struck a deal to acquire Cabela’s Inc. for about $4.5 billion in cash, uniting two of the biggest sellers of outdoor sports gear. The companies are pioneers of the concept of combining a shopping center, entertainment destination, and store all in one. Find out how the CEO really got started and how they intend to compete in the age of Amazon. Then Steve answers debate questions from the moderator on how annuity bonuses really work, and what to be on the look out for!

Oct 19, 2016

Investors retiring and rolling over their 401ks to IRAs are faced with some of the poorest choices in a decade. Steve and Sinclair have the report on one rollover asset that is breaking records this year.

Oct 18, 2016

Harvard and Yale are at it again, and the competition is fierce. In the most recent battle, the score was Yale: 3.4%, Harvard minus 2%! Contrary to popular impression, universities earn their living not just by teaching and charging tuition, but by investing their endowments—in other words, the donations they receive. Once considered a great way to invest, endowment strategies have tanked, according to the Wall Street Journal. Steve and Sinclair have the report. Then Steve reviews when to avoid, accept, reduce, or transfer risk in your portfolio.

1 2 3 Next »