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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, 2018

Jan 17, 2018

..What do you know about claiming your social security benefits?  And how do you know … what’s fact-- or fiction?

Should you delay taking your benefits as long as possible?  Or are you better off claiming your benefits sooner, than later?

...Or does it even matter … because YOU believe the system is on the verge of going bankrupt anyway? Today on Mastering Money you'll get the facts right from the source that could save you thousands in lost benefits and taxes!!

Jan 16, 2018
"...What Rate of Return Should You Expect To Earn On Your Retirement Investments over the next ten years? The higher this market goes, the lower the following ten year period will be according to historical and mathematical statistics. Every calendar quarter BlackRock publishes capital market assumptions about a wide range of asset classes. In its most recent forecast, BlackRock expects annualized gains for the next ten years of …are you ready? ….5.9% for U.S. stocks and 3.1% for U.S. bonds. Vanguard expects six percent and three percent respectively. Is your financial plan prepared?"

 

Jan 12, 2018

...It may surprise you to learn that EVERY year, Americans acquire more than  $200 billion dollars in new annuities-- And--even more surprising, over half of those annuities are being used for 401(k), 403(b)  and IRA rollovers! Why?  Studies show there are three key reasons, and we'll review them all plus Steve will have five tips you won't want to miss!

Jan 11, 2018
You did some research, you studied hard,  and you picked several top rated mutual funds for your IRA, or 401K …You even picked several of last year’s number one funds in their category! And you thought you were good to go!  But in reality … you just made two of the biggest investing mistakes on Wall Street according to Dow Jones researchers. Today, we’ll reveal what to do now to avoid those mistakes, and to finally make the most out of your money!!
Jan 10, 2018
Fox News Contributor Gary Kaltbaum, host of the Investors Edge on Money Radio--joins Steve and I today live, but first do you have any mutual funds in your IRA, 401K, or investment portfolio?  You may think you’re invested in some of the highest rated funds by Morningstar  …But in reality … they could be underperforming dogs! Today we’ll review some startling findings by the Wall Street Journal you won't want to miss if you own mutual funds!
 
Jan 9, 2018

...The market rolls on and experts say it still has gas in the tank, mainly because of the new Tax Bill!  What investments are best when the market is reaching new highs? One investment you may consider is the IQ Wealth Blue Diamond Income and Growth Portfolio which features both an offensive and defensive stance, seeking to benefit from ongoing growth as well as ongoing increasing dividends.Today we will take an in depth look at the Blue Diamond. Tune in to learn more about a very unique investment strategy! The IQ Wealth Blue Diamond Income & Growth Portfolio!!

Jan 8, 2018

It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist and syndicated talk show host is up next with special guests and unique insights on money, politics, Donald Trump, Congress, Muller, Russia, North Korea, the new tax bill, and MORE! You won't want to miss Larry today!

Jan 5, 2018

Most Americans say they would love to have long term care insurance--but they have only one little problem--they hate paying for it!! No surprise there--no one likes paying for something they might not ever use. What they want is an old fashion money-back guarantee. Well good news! Insurance companies have responded to the growing demand with what some are calling hybrid living benefit life policies. They can pay up to a six-to-one benefit if you need the care, but if you don't need it, you get every penny back, no questions asked!  Then Steve reviews the John Bogle rule for allocating money in retirement.

Jan 4, 2018

...Whether you want to lose weight, save more, learn something new or just be a better version of yourself, the start of a new calendar year seems to always get us thinking about what we want to do different in the year ahead.  Yet, as many of us know –  many resolutions never amount to more than something we think-- or say-- we want to do. 2017 is in the books. Will this be the year you finally take control of your money and investments?  Steve and I will review 5 easy to follow investing strategies that could help you retire far sooner than you ever thought possible, or if you are already retired, keep you on track, even if the market falls!!

Jan 3, 2018

Studies show that over 68% of retiring Americans have the same unanswered questions on Social Security:

 
  1. When am I eligible to receive my benefits?
  2. How is eligibility determined?
  3. Will Social Security go broke and leave me with nothing? 
  4. What changes are in store for 2018?
  5. Should I claim my social security benefits early?
  6. Should I delay claiming my benefits?
  7. How much will I pay in taxes on my benefits?
  8. Will I get the same amount of money out of the system that I put in?
Today, we'll explore the evidence on whether or not Social Security will go bankrupt and if so, when.
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