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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: November, 2018

Nov 30, 2018

How Do You Know When You’re TRULY Ready to Retire?  There’s no MAGIC AGE of course, but there ARE things you need to be prepared for.  The real question is “what do you want your retirement to look like, and feel like?"  You may want to do some serious traveling or RV’ing. Maybe you finally travel to Paris or Switzerland and take that river cruise in Europe. Or maybe you want to golf more, or even gamble more!   You may even want to back to school!  All of the above are good, but there are five key questions to ask yourself--and answer YES to--- to know if you are truly ready for retirement! Today, we'll review all five to make sure YOU are on the right track. You don't want to miss today's show...MASTERING MONEY is on the air!!  

Nov 29, 2018

Today there is a 23% chance that at least one member of a 65-year-old couple will live to age 95. And with improving health care, even more, people will live to 95 and beyond in the future, according to the Society of Actuaries. Indeed, a recent analysis of data from more than 30 developed countries reveals that death rates among people older than 80 are still falling. An Ernst & Young study stated: “Households approaching retirement to face an environment where the possibility of living to age 90 or 100 and the volatility of inflation and investment returns put them at HIGH risk of outliving their assets. Today, we'll reveal more of the findings of Ernst & Young and Wharton School and how it may affect your retirement. Don't miss it MASTERING MONEY is on the air!!

Nov 28, 2018

Most people would love to find one investment that took care of all of their financial needs. In today’s turbulent world, that’s a tall order! There is no single investment today—anywhere—that will give you everything you want all in one asset—high returns, high liquidity, with no or low risk.

This is why diversification is so important. Time is also important. Time is that overlooked aspect of investing that gets in the way of clear judgment when making our investment choices. What if you could put TIME on your SIDE with your investments? What if you could lower your risk, increase your income, and grow your money more predictably? A growing number of retirees are doing just that, and today Steve will lay out the strategy. MASTERING MONEY is on the air!!

Nov 27, 2018

When markets are flying high, investors don't think about SAFETY for their IRA and 401k rollovers. Being human, they're ready to let the good times roll! After all, what could go wrong? ….Then suddenly, the markets get shaky. That’s when retirees and near-retirees get nervous! For most of the twentieth century, American workers enjoyed defined benefit pension plans rather than 401ks. There wasn’t really a focus on the rate of return they were making, but rather on the income they would receive in retirement. They had a clear, bottom-line goal to shoot for-- that was guaranteed. Today, many smart retirees are choosing newer forms of retirement annuities for their IRA rollovers that can act like both a pension AND an investment! You don't want to miss today's fact-filled show. MASTERING MONEY is on the air!!

Nov 26, 2018

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you to an exclusive broadcast of the Motley Fool Money Show--plus a whole lot more you SURELY won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Nov 23, 2018

There is a huge difference between the way amateur dividend investors and professional dividend investors select stocks. Amateurs look for the highest dividend they can find. Professionals know that to be a serious money trap.  One specialized area of dividend investing is known as Dividend GROWTH investing, where you select only stocks that GROW their dividends every year, resulting in a much higher dividend yield on cost over time. Steve will explain that in detail. Then health insurance and Medicare expert Shelley Grandidge joins us for the Q & A. You don't want to miss today's show...MASTERING MONEY is on the air!

Nov 22, 2018

Happy Thanksgiving! We have a special edition of Mastering Money for you today that we hope you enjoy, including an extended edition of This Day In History! On today's Market Intel segment, we'll be talking about some Turkeys in Europe named Merkel, Macron, and a few others!! President Donald Trump has put the pressure on NATO nations to stop freeloading and get their checkbooks out. He wants them to spend more of their OWN money on the military to protect themselves as per the original NATO agreement. Is he right? Does he have his facts straight? Is the USA being taken advantage of? Well, today we'll get to the bottom of it--We have a scorecard for you of which nations are the biggest NATO freeloaders, and it may SHOCK you. Then, one of our favorite interviews from the vault with radio host Gary Kaltbaum-- who joins us for the Q & A session! MASTERING MONEY is on the air!!

Nov 21, 2018

If you have significant money in stocks, and are in or near retirement,  it can be emotionally gut-wrenching to watch the market lose over a trillion dollars worth of value in a matter of weeks—which is exactly what happened in the weeks following the U.S. mid-term elections.  It became clear that big institutional investment managers responsible for trillions of dollars of investor money,  voted “NO” on the outcome of the mid-terms. Institutional money managers don’t have time for political fights. Rather than taking a stand politically, they will simply TAKE PROFITS --especially if they fear pro-business policies could be reversed! Today, learn the relationship between politics and Wall Street sentiment, and how to adjust your portfolio for success.  You don't want to miss today's show...MASTERING MONEY is on the air!!    

Nov 20, 2018

In general, unless an exception applies, IRA owners must wait until they are exactly age 59 1/2 to withdraw IRA funds without penalty. This IRS levy is often referred to as the 10% early distribution penalty and The Age 59 1/2 Rule. Is it based on the IRA owner's actual age, or the year in which a client turns 59 1/2? And, are there some cases where you may make withdrawals at any point in the year in which you TURN fifty five? Steve will clue you in on those answers.  And, do you know how to take money out of your 401k or rollover IRA prior to age 59 ½.... PENALTY FREE?  It is actually quite a simple and legal maneuver known as a 72(t) Early Withdrawal Plan. Today, Steve will show you how easy it is! That and much more -- no matter HOW old you are!  MASTERING MONEY is on the air!!

Nov 19, 2018

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you to an exclusive broadcast of the Motley Fool Money Show--plus a whole lot more you SURELY won't want to miss! -- MASTERING MONEY IS ON THE AIR!

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