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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: March, 2018

Mar 30, 2018

Will this go down in history as a good time,  or a bad time to retire?  Only time will tell, but polls show that retirees are not feeling confident about this market and are not sure about how to replace the income they've enjoyed from work all these years.. Today we'll reveal what retiring  engineers, teachers, doctors, attorneys, and business owners are doing to safely double their income with less risk and lower fees, while growing a larger nest egg for the future. These are strategies that work in both bull AND bear markets!!  MASTERING MONEY IS ON THE AIR!

Mar 29, 2018

With five hundred point swings on the Dow suddenly becoming normal, many retiring investors with 401k rollovers are moving to a specific type of annuity that protects principal, has no annual management or advisory fees, can grow without a cap, AND can pay a lifetime income for two people WITHOUT annuitizing. Steve will reveal the THREE THINGS you cannot afford to get wrong when selecting an annuity. The, reverse mortgage specialist Rob Kanyur from Fairway Mortgage joins us for the Q & A. You don't want to miss today's show-- MASTERING MONEY is on the air! 

Mar 28, 2018

Do you know the five secrets to happiness in retirement?  Five major factors were repeated most often in a  recent study of 1,400 retirees in 46 states.  This study, combined with the University of Michigan Health and Retirement Study found that money DOES buy happiness up to a certain point, but once that dollar number is hit, more money does not make you any happier! Here's a hint: the number is less than a million dollars but more than half a million. We'll reveal it plus the number one FACTOR leading to happiness, which is NOT money,  cited by eighty-one percent of all those surveyed. 

 MASTERING MONEY is on the air! 

 

 

Mar 27, 2018

Government spending is out of control once again! Sometimes we hear the phrase that China is going to “call” our  Debt “due and payable” and cause a recession here in the U.S.  Is there any basis to that claim? Is China the biggest holder of our U.S. Treasury bonds? Are they really in the drivers seat as our national debt skyrockets toward twenty two trillion dollars. Today we have the facts on exactly what compromises--and Who Owns-- the U.S. National Debt?!! You don't want to miss today's show! MASTERING MONEY is on the air!

Mar 26, 2018

..It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist and future Donald Trump advisor joins Mastering Money today with high powered guests and insights on the economy, the markets, politics, Donald Trump, Muller, the new tax law,  and much more!—that’s ALL coming up NEXT—and you definitely don't want to miss it!!  MASTERING MONEY is on the air!!

Mar 23, 2018

Once upon a time, it seemed that more people retired WITH a pension-- than withoutone. Today the opposite is true. Retirees are suddenly on their own to derive thirty years of paydays from their 401ks, 403bs and TSP's. In polls and surveys, however, baby boomers have overwhelmingly said that they envy the worry-free pensions their parents had!   Now, a growing number of retiring engineers, teachers, and others are finding a way to create a combination pension and savings plan within their IRA rollovers. Today, we'll reveal just how they're doing it!! MASTERING MONEY is on the air!

Mar 22, 2018

Alzheimer's disease is the sixth-leading cause of death across all ages in the United States. For those 65 and older, it is the fifth-leading cause of death.
Between 2000 until recently, deaths attributed to Alzheimer's disease increased 89%, while those attributed to the number one cause of death--heart disease--decreased 14%. It is estimated that one to four family members act as caregivers for each individual with Alzheimer’s disease and that care lasts four to eight YEARS on average. In 2016, 15.9 million family and friends provided 18.2 billion hours of unpaid assistance to those with Alzheimer’s disease and other forms of dementia in the U.S., a contribution to the nation valued at $230.1 billion dollars. Sadly, a large majority of them report seeing their own health suffer. Today we'll explore the problem, and several solutions. MASTERING MONEY is on the air!

Mar 21, 2018

Diversification is one of the fundamentals of investing. We all try to do it. When you diversify, you could lose less, but you could also make less! In fact, its almost guaranteed you will make less because those two dollar bets on the five horses that finish out-of-the-money could sink your gains on those that come in one, two, or three.  Sure, the long shot may come in first once in a blue moon, but your investment portfolio is not a one-time horse race or even a day at the track. It is a thirty year war in the trenches. Over time, healthier winning horses--and winning stocks--will emerge and continue to win. Today, we'll show you how to diversify your holdings to increase income, lower risk, and grow your money over time. MASTERING MONEY is on the air!

Mar 20, 2018

..Do you know what a Q-LAC is? It is a Qualified Longevity Annuity Contract and it is an option that some 401(k), 403(b), and IRA owners are opting for these days. One reason is that a Q-LAC annuity inside a tax qualified account is not subject to RMDs--required minimum distributions. But do you know the other IRS rules regarding Q-LAC's? For example, how much money you can put into a Q-LAC, how much income you can take out (it can be substantial), and if there is a way to protect your beneficiaries? We will be answering those questions and much, much more on today's show. 

 
Mar 19, 2018

.It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist and future Donald Trump advisor joins Mastering Money today with high powered guests and insights on the economy, the markets, politics, Donald Trump, Muller, the new tax law,  and much more!—that’s ALL coming up NEXT—and you definitely don't want to miss it!!  MASTERING MONEY is on the air!!

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