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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: January, 2017

Jan 17, 2017

Gary Kaltbaum is in the house, but first, 

Lenovo thought It knew how to fix fallen brands—but then it bought Motorola. The Wall Street Journal says that its success with buying IBM's PC division led the Chinese firm to underestimate the difficulty of reviving Motorola, once a major smartphone player. 

Find out what went wrong and if things can get better at Motorola in 2017 with the new Moto Z.
Jan 13, 2017

Famous billionaire George Soros lost a billion dollars betting against the Trump rally in a matter of a few months. Find out which of his former employees made out like a bandit. Then Steve reviews reliable asset allocation rules to help you lower risk, increase income, and potentially build more overall net worth.

Jan 12, 2017

Even with the early-October recall of its premium Galaxy Note 7 smartphone that cost it at least $5 billion dollars, Samsung projected fourth-quarter earnings that would be the highest in more than three years. The reason: competitors’ growing demand for Samsung components. Steve and Sinclair have the Wall Street Journal report on how Samsung turned a lemon into lemonade. Then Steve reviews some fine print in several popular annuities that most people MISS!

Jan 11, 2017

Online reviews can make or break a business in today's world--in scientific polls, over 80% of Millennial respondents say they trust online reviews as much or more than a personal recommendation, yet nearly two-thirds do not trust five-star reviews as much as four stars! Steve and Sinclair have the surprising details on this statistic and more from the Wall Street Journal.

Jan 10, 2017

Why did McDonald's hire 200 digital experts to start tracking what people are saying about it online? And why have only one in five Millenials ever had a Big Mac? McDonald's may be losing the burger war to Smash Burger and Shake Shack. Find out what they're doing to fight back according to the Wall Street Journal. Then, commercial real estate attorney Christopher McNichols joins Steve and Sinclair for the Q & A session.

Jan 9, 2017

Baby boomers may be the last generation to do as well or better than their parents when it comes to salary and earning power. The trend is heading south. In 1970, 92% of American 30-year-olds earned more than their parents did at a similar age, according to a study at Stanford. By 2014,  that number fell to 51% and is still falling economists say. While some millennials are doing very well, most are falling far short of previous generations in terms of earning power. Steve and Sinclair have the Wall Street Journal report.

Jan 6, 2017

Until now, the science of futurism has been practiced mostly by large organizations making decisions that might not become policy or products for many years to come. Big companies like Ford and IBM as well as government agencies and especially the Department of Defense--all employ futurists. What do futurists do? According to Christopher Mims of the Wall Street Journal, they do everything BUT make predictions. They make calculations. Steve and Sinclair have the intriguing Wall Street Journal story you don't want to miss.

Jan 5, 2017

Investment researchers in retail stocks used to count cars in parking lots with aerial photos, track foot traffic in malls and look for discounts on the racks. Today, they skip all that and buy data on credit- and debit-card transactions to gain an edge ahead of earnings news. Find out the remarkable effect it's having on retail stocks right now. Steve and Sinclair have the Wall Street Journal report. Then estate planning attorney and MBA Richard Dwornik is in the house for the Q & A.

Jan 4, 2017

Biotech stocks can be huge winners but have taken a beating for quite some time. Is that about to change in 2017 with reduced regulations coming in health care?  Learn what a prominent Certified Financial Analyst has to say, and learn about the difference between biotech investing and pharmaceutical investing!

Jan 3, 2017

Happy New Year!  ...Now let's go to work and take a close look at stocks that may perform well under a Trump presidency. Steve and Sinclair will review 9 stocks being touted by analysts at Fortune.com and The Street.com.  Then Steve and Sinclair review the IQ Wealth Blue Diamond Tax Deferred selection of funds, including entries from Black Rock, Fidelity, ClearBridge, Ivy, and Oppenheimer.

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