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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

Oct 6, 2016

Forget nuclear bombs! Hackers from Russia and North Korea appear to be going after the email accounts of high profile celebrities, corporations, and those who work at major corporations. Meanwhile, the  Twitter accounts of everyone from Mark Zuckerberg to deceased Beatle George Harrison got hacked this summer--and it could happen to anyone who has had a Linked-in or MySpace account plus 76 cents-- according to experts. Steve and Sinclair have the Wall Street Journal report. Then Reverse Mortgage Specialist Wendy Hartzler with First Bank is here to discuss reverse mortgages. 

Oct 5, 2016

So, are you thinking about buying a "RFID" Safe Wallet? You might not know it, but you could have a credit or debit card that uses a tiny computer chip and a radio antenna to transmit account information from your card—even when you’re not shopping. Visa, Mastercard, Discover, and American Express report over 100 million RFID cards in circulation and RFID-safe wallets are selling like hotcakes. But do you really need one? Find out what Consumer Reports has to say. Then Steve previews several topics he'll be discussing at the IQ Wealth Financial and Estate Planning Workshop, Thursday, October 13.

Oct 4, 2016

Many people buy leveraged index mutual funds hoping to make two or three times the return of the S & P, only to find that losses are lurking on a daily basis in these risky funds--losses that may never be gotten back. Steve and Sinclair have the report. Then-Attorney Richard Dwornik weighs in on some topics he will be discussing at the upcoming IQ Wealth Financial and Estate Planning Workshop, coming up Thursday, October 13 in Tempe.

Oct 3, 2016

When will interest rates start going up to give you a break on your investments? When rates do start rising, will the real estate market suffer due to higher mortgage rates? Steve and Sinclair review a Wall Street Journal report with some key insights, then go over the most frequently asked questions on annuities, including caps and spreads.

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.

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