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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: 2018

Apr 4, 2018

Is it possible to withdraw only five percent from your investments in retirement, while averaging an 8.43% return and still run out of money in your eighties--even if you start with a million dollars? The surprising answer is yes, and we’ll show you exactly how it could happen--and most importantly, how to avoid it. Steve will also point out the mistakes that can be made so easily with online retirement calculators —mistakes that could cost you thousands of dollars annually. MASTERING MONEY is on the air!!

Apr 3, 2018

How much income can you expect to withdraw in retirement from a million dollar nest egg—without running out of money? Can you withdraw four percent or perhaps five percent, and will it last thirty, thirty-five, or even forty years if your spouse is in her fifties? We’ll explore some real numbers on the safe withdrawal rate. Then, agricultural commodity expert Terry Shveda with Decadian joins us for the Q & A to make sense-- and maybe some dollars-- of all the tariffs and trade wars and their impact on the things you buy every day. You don't want to miss today's show-- MASTERING MONEY is on the air! 

Apr 2, 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 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!

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