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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: 2017

Jun 30, 2017

It’s a JOE FRIDAY! Loan officer and mortgage expert Joe Capitano will join Steve and I for today's Q & A but first, will check into the timber industry and the NAFTA dispute with Canada, and see which stocks may be winners and losers

Jun 29, 2017
We’ve been looking at the stock portolios of Bill Gates and Warren Buffett, today we’ll go deeper into Warren Buffet’s key portfolio changes in 2016 and 2017, then see what Barron’s is saying about annuities 
 
 

 

Jun 28, 2017

we’ve been focusing on the stock portfolio of Bill Gates, today we’ll take a deep dive into Warren Buffett’s portfolio and the big changes he has made of late. Some may surprise you!  Then estate planning attorney and MBA Richard Dwornik is here to educate on how to handle new estate planning rules and why your trust may be out of date if it contains the old AB provision!

Jun 27, 2017

It’s a Tatro Tuesday—Bill Tatro will here in a few, but first we’re going to continue looking at the stock portfolio of Bill Gates who focuses on companies that pay dividends and have a key market cornered

Jun 26, 2017

It’s a Larry Kudlow Monday! The well connected and Nationally syndicated economist Larry Kudlow shares his views on money and politics    (add to it if you wish :)

Jun 23, 2017

Today, we're going to continue our investment series by taking a look at the stock portfolio of Bill Gates, managed by Mike Larson. Gates owns shares of companies that have the market cornered in their specific business, and rarely sells his positions. One of his favorites owns over 40,000 microwave towers and 16,500 miles of fiber supporting small cell networks. Find out some of his other major holdings.

Jun 22, 2017

Our educational series on dividend paying stocks continues. We'll examine a company you might have never heard of, that has increased its dividend for 44 consecutive years!  Thanks to its dominant position in the medical devices industry, this Dividend Aristocrat benefits from several factors including a growing and aging world population. It is a wide moat company providing necessary services outside the high tech world of Silicon Valley that makes money year after year. Then Steve reviews the various types of annuities and defines terms like  margin, spread, cap, and participation rate.

Jun 21, 2017
With the acquisition of Whole Foods, the battle between Amazon and Wal-Mart is truly ON!!  While Amazon is a category-killing  disruptor, it may be a mistake to count out Wal-Mart. Wal-Mart is by far the world’s largest retailer with 2.3 million employees serving 260 million consumers per week in 28 nations. Ninety percent of all Americans livewithin fifteen minutes of one of its stores. For Wal-Mart, the transition has begun to digital. For Amazon, the opposite. They want storefront, and local warehouse space. Today, we'll examine Wal-Mart's new business model--it may surprise you! Then Steve answers some tough questions on annuities that most people have, but can't seem to get a clear answer to! You don't want to miss it.
 

 

Jun 20, 2017

It's a TATRO Tuesday!  Bill Tatro will join us for his unique take on the markets, interest rates, and the economy. But first we'll take a look at the stock of GE. With Jeff Immelt stepping down in August as CEO of General Electric, many investors wonder if GE will make a comeback. The stock has fallen thirty percent under Immelt, but jumped on the announcement he was stepping down. Will GE cut its dividend? And is GE a bargain, or a dud?  Let's find out! 

Jun 19, 2017
It’s a Larry Kudlow Monday! The one and only Larry Kudlow shares his views on money, politics, health care reform, and taxes—THAT’s coming up NEXT

 

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