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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

Jan 4, 2018

...Whether you want to lose weight, save more, learn something new or just be a better version of yourself, the start of a new calendar year seems to always get us thinking about what we want to do different in the year ahead.  Yet, as many of us know –  many resolutions never amount to more than something we think-- or say-- we want to do. 2017 is in the books. Will this be the year you finally take control of your money and investments?  Steve and I will review 5 easy to follow investing strategies that could help you retire far sooner than you ever thought possible, or if you are already retired, keep you on track, even if the market falls!!

Jan 3, 2018

Studies show that over 68% of retiring Americans have the same unanswered questions on Social Security:

 
  1. When am I eligible to receive my benefits?
  2. How is eligibility determined?
  3. Will Social Security go broke and leave me with nothing? 
  4. What changes are in store for 2018?
  5. Should I claim my social security benefits early?
  6. Should I delay claiming my benefits?
  7. How much will I pay in taxes on my benefits?
  8. Will I get the same amount of money out of the system that I put in?
Today, we'll explore the evidence on whether or not Social Security will go bankrupt and if so, when.
Jan 2, 2018
If you are a wise investor, you pay attention to fees! But did you know there is a big difference between a fee, an expense, and a COST when it comes to investing? One of them is measured in hundredths of a percent--The others can be measured in thousandsof dollars!!  We’ll give you the inside scoop on how to lower BOTH your fees and the TRUE COST of investing for retirement.  Steve will lay out the irrefutable logic and simple math for becoming a better and smarter investor! You don't want to miss today's show!!
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