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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: 2017

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Feb 23, 2017

If you've seen the movie or read the book, THE BIG SHORT…you know it was about the 2008 mortgage-backed securities collapse. Most people lost money. Gobs of it. But some big shorts made money.  According to a major hedge fund in the Wall Street Journal, the next big short opportunity is in the debt of dying shopping malls! Steve and Sinclair have the special Wall Street Journal report. Then CPA and business consultant Nick Stefaniak is in the house to discuss the most overlooked business tax deductions. You don't want to miss it!

Feb 22, 2017

Kathleen Wolf never dreamed of spending her retirement in Iowa.
The 68-year-old Californian had a change of heart after filing for Chapter 13 bankruptcy. Ms. Wolf was a millionaire whose fortune, built on buying and selling homes, collapsed in the financial crisis. Her bank balance fell to $15. She is not alone. The Journal points out that Americans age 65 to 74 hold more than five times the borrowed obligations Americans the same age held two decades ago! Steve and Sinclair have her story and plenty more on a power packed show!

Feb 21, 2017

Is Snapchat the New TV?  Snap Inc. wants to be the next Facebook—but it's messaging app gives millennials a ‘lean back’ experience that is more like watching television, says Christopher Mims writing for the Wall Street Journal. Meanwhile, Snap the company lost $515 million dollars last year!  At a valuation of $19 billion dollars, Snap stock would trade at 47 times sales! Could the upcoming IPO still be the buy of the year? Steve and Sinclair have insights from the Wall Street Journal and Fortune.com

Feb 17, 2017

Americans are charitable--a recent Wall Street Journal survey confirmed that over 96% of the readers surveyed had given either money or time to a charity in the past 12 months. But which is better? Money, or time? Is it better to give 200 bucks to a cause or run a half marathon? Behavioral economists asked the question and did the research. Steve and Sinclair have the Journal's findings.

Feb 16, 2017

The term "penalty for early withdrawal" was once considered a negative, but recent studies show that investors and savers overwhelmingly prefer owning some accounts that DO have restrictions on liquidity. In fact, one UCLA study revealed that some families increased their savings by 337% when more of their money was restricted. Steve and Sinclair have the Wall Street Journal Report. Then CPA Nick Stefaniak is here for the Q & A. 

Feb 15, 2017

The Warren Buffett method for investing in stocks has outperformed the S & P 500 by a great margin, and although you couldn't recreate his success without a time machine, his disciplined methods can still help you select exceptional stocks. Steve and Sinclair review his methods and compare to the Black Diamond Dividend portfolio. Then Doris Milton with H & R Block reviews important tax reminders.

Feb 13, 2017

What investment mistakes cause most investors to lose money or fall short of their goals? Part of it has to do with choosing a top-down strategy rather than a bottom-up strategy. Steve and Sinclair have the details. Then experienced mortgage expert and loan officer Joe Capitano is here for the Q & A Session

Feb 9, 2017

Experts say it could be a challenging year for two segments of the real estate market in 2017. Across the U.S., 27% of online home searches in the fourth quarter were for starter homes, but only 21% of listings were in that price range, according to Trulia.

Meanwhile, just 44% of searches were for luxury listings, while 55% of home listings were priced at the high end. On the Commercial side, many large real estate investors like Blackstone are cashing out and taking profits, softening that market. Steve and Sinclair have a complete update plus the story of the Enchanted Florist just in time for Valentines Day!

You can read the article from Trulia at https://www.trulia.com/blog/trends/market-mismatch-q12017/

Feb 8, 2017

The investment world runs on research, and once upon a time researchers counted cars in parking lots and tallied foot traffic in malls to predict earnings for the next quarter in retail stocks--a major leg up for traders. Today, a burgeoning business has developed in selling credit and debit card data revealing card transaction volume to trading and investment firms. Find out the remarkable effect it has had on retail and related stocks! Steve and Sinclair have the Wall Street Journal report and investment insights for 2017.

Feb 7, 2017

The men and women who unload shipping containers at Wal-Mart warehouses are provided by trucking company Schneider National’s logistics operation, which in turn subcontracts with temporary-staffing agencies. Pfizer used temporary contractors to perform the majority of its clinical drug trials last year. For companies, it saves money. For workers, the trend lowers pay and makes it hard to answer the question “Where do you work?” Steve and Sinclair have the Wall Street Journal report on this major trend that may lead to smaller and smaller 401ks for millennials and could impact the entire social security system.

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