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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: July, 2017

Jul 17, 2017

...it’s a Larry Kudlow Monday!! The former Ronald Reagan economist, CNBC contributor, and syndicated radio host weighs in on money, politics, tax reform-- and more!  Hear from Larry's guests who are truly movers and shakers in Washington. Lots to cover!  You won't want to miss today's show!!

Jul 14, 2017

it’s a JOE FRIDAY! Joe Capitano will be here to bring us up to speed on the mortgage market, but first we’ll review and analyze more stocks on the Black Diamond Dividend Watch List—stocks with everything going for them except their current price. That means they are future targets. Join us, it will be a power packed show today

Jul 13, 2017

We ‘re going to pick up where we left off-- reviewing a number of high quality stocks  on the Black Diamond Dividend Portfolio Watch List—high value companies that IQ Wealth expects to buy on market pullbacks. Some interesting names and stories, including two stocks currently up by more 350%!

Jul 12, 2017

We have a very special guest, the president of a 50 billion dollar life insurance company—one of the leading index annuity companies in the USA to discuss how they keep your money safe and secure, but first we’re going to start reviewing the Black Diamond Dividend Portfolio Watch List—these are excellent companies, currently overpriced that IQ Wealth is looking to potentially buy on pullbacks. Lots to cover today 

Jul 11, 2017
IT’S A TATRO TUESDAY!!  Bill Tatro will be joining us for his take on the economy and the markets, but first we’re going to continue with our series on strong dividend payers that got rejected during the recent Black Diamond Dividend portfolio rebalancing. Find out why these companies with higher dividends and a history of paying them--didn’t make the grade. Find out how dividend stock selection is refined to help avoid paying too much for your dividends. 
 

 

Jul 10, 2017
It’s a Larry Kudlow Monday! The one and only Larry Kudlow and his guests give their timely take on money, politics, the market, and the economy! 

 

Jul 7, 2017
Cracker Barrel Restaurants and Duke Energy are two companies paying pretty strong dividends and have grown their dividends for more than then years? Did they make it into the Black Diamond Dividend portfolio this time around? No, they did not and the reasons why may be a surprise.  We'll analyze and review these stocks and see why they didn't quite make the grade. Then Steve reviews 401k options and how to maximize your 401k rollover.

 

Jul 6, 2017

Attorney and MBA Richard Dwornik will be joining us to discuss the most common estate planning and living trust mistakes,  but first, we’ll review some stocks that almost made into the Black Diamond Dividend Portfolio, but not quite. You may be surprised by the names, and surprised to learn why they didn't make the cut! Then Steve reviews the Safer Buckets retirement strategy.

Jul 5, 2017

It’s a Health and Wealth Wednesday! The Tax Nurse, Doris Milton of H & R Block--a Master Tax advisor who also who holds a Doctorate in nursing-- will be here with us and we’ll continue reviewing the portfolio of Warren Buffett, including a very surprising new real estate investment he made just last week.

Jul 3, 2017

It’s a Larry Kudlow Monday-- The one and only Larry Kudlow, former economic advisor to Ronald Reagan, shares his views on money, politics, health care reform, and taxes—with guests that are movers and shakers in Washington and on Wall Street.

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