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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 2, 2018

.Bonds are supposed to be the "plain vanilla", easy to understand, rock solid part of a person’s portfolio. As a person enters retirement, bonds have tended to play a bigger role.John Bogle, founder of Vanguard, always gave the advice to put “your age in bonds.” If you're 60, sixty percent in bonds, forty percent in stocks. 

What Mr. Bogle had in mind was a solid,  high quality collection of bonds, and bonds only.

Today, many bond funds are adding derivatives, junk bonds, and futures contracts  in what are known as “un-constrained” or non-traditional bond mutual funds  The risk is HIGH, the rewards... not so much. And worse yet you may own one and not even know it!! Then estate attorney Richard Dwornik joins us for the Q & A.  MASTERING MONEY IS ON THE AIR.

Mar 1, 2018
These volatile markets are still near all time highs and companies are increasing earnings at a strong clip-- So, that means its a great time to retire, right? Not so fast! Polls show that retirees are not feeling confident about this market and not sure how to replace all the income they had from work. Rather than taking on more risk to try to double their money, smart retirees are seeking ways to double their income--while LOWERING their risk. Find out what professional  engineers, teachers, doctors, attorneys, and business owners are doing to turn their retirements into more income than they can spend alongside investments that can work in both up and down markets. MASTERING MONEY IS ON THE AIR!
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