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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: December, 2016

Dec 5, 2016

Bond rates have ticked up slightly of late, but the rates may not last, and over $13 trillion dollars worth of government bonds worldwide are now paying negative interest rates to investors.  Japan had plenty of buyers for a fifty-year bond paying exactly zero percent! Steve and Sinclair review a Wall Street Journal report on why bond rates so low, and why bond fund investors are at risk.

Dec 2, 2016

How do churches invest their money? :  The Church of England has a portfolio valued at around $8.7 billion dollars, invested in assets including timber and hedge funds, and the Vatican has billions of assets tied up in real estate and private equity. Learn how a nunnery in Germany invests--Steve and Sinclair have the heavenly Wall Street Journal report.

Dec 1, 2016

Experts increasingly believe that a big part of the estimated $2.5 trillion dollars in profits held overseas by companies such as Apple, Microsoft, GE, and Pfizer  could be heading back to the U.S. soon, a move analysts say could further fuel the U.S. dollar’s powerful rally and jump start Trumponomics. Steve and Sinclair have the breakdown from a Wall Street Journal report. Then, estate planning attorney Richard Dwornik is in the house to review several case studies.

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