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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: 2018

Mar 12, 2018

It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist is on deck with high powered guests and unique insights on the economy, the markets, politics, Donald Trump, Congress, the FBI, the second amendment,  and much more!—coming up NEXT--you definitely don't want to miss it!!

Mar 9, 2018

During the past 100 years, over thirteen thousand banks have closed due to insolvency, the stock market has fallen by more than fifty percent on multiple occasions, there have been two world wars, assassinations, real estate recessions, 9-11 and 2008. Which industry has been through it all, and emerged as the most consistently secure in the financial world? That would be life insurance companies. What's behind the remarkable consistency of this multi-trillion dollar industry? Life insurers adhere to a system of reserve requirements, auditing, and regulation like no other financial industry! Today, we'll explore the myths about life insurance companies, and what to look for when choosing annuities for your 401k, 403b, or IRA Rollover! MASTERING MONEY is on the air!!

Mar 8, 2018

It looks like Market Volatility Is Back...Is your investment portfolio  Ready? As stocks have rebounded from a scary February slide, the up and down movement may be foreshadowing a new, more-volatile period for markets according to analysis in the Wall Street Journal....Is your investment portfolio ready? Today, we'll review what you can do now to prepare and how to benefit from both up and down markets. MASTERING MONEY IS ON THE AIR

Mar 7, 2018

These are some long-held rules that most retirement scholars and financial advisers seem to lean on, or play like a broken record. One of those, according to the Wall Street Journal, is the four percent withdrawal rule. But “Retiring now is pretty dangerous,” says David Blanchett, head of retirement research at Morningstar Inc., and as the Wall Street Journal reports, experts now believe a fifty percent failure rate awaits those investors who choose to rely on the four percent rule, or those who haphazardly withdraw from their investments for their retirement due to high current markets and low interest rates. We'll review problems and solutions. Then CPA Nick Stefaniak is here for the Q & A session to review the new tax law. MASTERING MONEY is on the air!

Mar 6, 2018

…There are five ways investors can lose money in bond funds-- and rising interest rates is only one of them! Find out why billions of dollars could be lost in bond funds in the next twelve months... Is your money at risk?  Then, commodity expert Terry Shveda, founder of Decadian is here for the Q & A  MASTERING MONEY IS ON THE AIR!

Mar 5, 2018

It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist is on deck with high powered guests and unique insights on the economy, the markets, politics, Donald Trump, Congress, the FBI, the second amendment,  and much more!—coming up NEXT--you definitely don't want to miss it!!

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!
Feb 28, 2018

Today, claiming your social security benefits is complicated and confusing.
There are seemingly an infinite number of options as to how and when to claim your benefits.
And if you don’t claim your benefits at the exact right time …
Or if you don’t consider how this decision could impact your investments, taxes, or even your Medicare premiums … It could needlessly cost you a small fortune!!   And by the time you figure it out, it could be too late to do anything about it. Today we’ll cover some key strategy points for claiming your social security IN 2018--including whether or not Social Security will be here when you need it most! MASTERING MONEY IS ON THE AIR!

Feb 27, 2018
Why have over two hundred billion dollars a year of annuities been bought for the past ten years and which annuity makes for the best IRA rollover from a 401k. We’ll reveal that and more in today’s market intel segment 
MASTERING MONEY is on the air! 
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