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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: 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.

Nov 30, 2016

Why are more people working longer?  Workers age 50 or older now comprise 33.4% of the U.S. labor force, up from 25% in 2002. And more than 60% of workers age 65 or older now hold full-time positions, up from 44% in 1995. Is it by choice or necessity.  Learn the surprising  answer as Steve and Sinclair review the new Wall Street Journal report.

Nov 29, 2016

Have you heard about the biotech stock that is poised to triple in the next 90 days? Biotech stocks have taken a beating for quite some time but investors still keep looking for that one stock that will cure dementia or arthritis. Find out what a prominent Certified Financial Analyst has to say about the difference between biotech investing and pharmaceutical investing. Then Steve reviews the difference between a buffered variable annuity offering partial downside protection,  and an uncapped fixed index with a bonus and 100% downside protection.

Nov 28, 2016

Will you end up receiving as much money from Social Security as you paid in? Find out why many Money Radio listeners probably will not, according to the Wall Street Journal. Then, attorney Richard Dwornik discusses spendthrift provisions on living trusts.

Nov 23, 2016

Most states hit residents with annual income tax. Alaska pays its residents an annual income, based upon oil drilling on state land. Find out how they're paying more this year than last year, even though the price of oil is flat. Then real estate attorney Laura Bramnick is here to bring us up to date on vital statistics in the Arizona real estate market, along with timely legal tips.

Nov 22, 2016

Gary Kaltbaum is here to talk about the markets, the economy, and Trump, but first, the story of how four iconic franchises began: KFC, Nathan's Famous, Dunkin Donuts, and McDonald's--and what they all had in common! 

Nov 21, 2016

As we head into the Christmas shopping season, some mall owners are allocating about 5% of their leasable space to transient tenants as big tenants like Macy's and the Gap fly the coop.

Meanwhile, the Wall Street Journal reports there is trouble brewing in multi-family and Commercial Real Estate as a quirky provision of the Dodd-Frank bill kicks in during December.

Then Steve points out how to increase your income and lower your fees with a new type of annuity benefit rider. 

Nov 18, 2016

The data needed to calculate one of the most REVERED stock picking metrics is usually found on a company's cash flow statement. Learn what it is and why Warren Buffett and other legendary stock pickers rely on this number! Then estate planning attorney Richard Dwornik explains how to know if your living trust is out of date.

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