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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

Aug 24, 2018

Is it possible to average an 8.43% return on your investments in retirement, withdrawing only 5% per year, and still run out of money in 20 to 22 years?  It’s not only possible, it happens more often than you think!! In fact, a study by prominent CPA firm Ernst and Young reveals that due to low interest rates and high markets, today's affluent retirees are more at risk than ever of running out of money--even starting with a million dollars or two million dollars on retirement day! The key culprit other than low bond rates is known as Sequence Risk. Today, we’ll show you how it can easily happen in your own portfolio, and Steve will show you precisely how to avoid it, while building RETIREMENT WEALTH, the SMART way. ...MASTERING MONEY is on the air!

Aug 23, 2018

The current stock market remains volatile going into the mid-terms, hanging on trade deals and trade wars! Many people are still hanging on to growth stocks, but an increasing number of analysts are saying that VALUE stocks--especially value stocks that pay dividends--represent an increasing opportunity. After a complete market analysis, Steve will review both the Black Diamond Dividend VALUE, and the Blue Diamond Income and Growth portfolios---- with instructions on how to properly bucket your money to build RETIREMENT WEALTH, the SMART way.  Mastering Money is on the air!!

Aug 22, 2018

The Wall Street Journal reports that real estate is becoming a problem sector as interest rates rise. Publicly traded Real Estate Investment Trusts—known as REITS—are impacted negatively by rising rates. The big concern is that the higher rates go, the less money will stay in stocks as a whole, not just real estate stocks. Find out how many investors are at risk right now and don’t even know it!!  Then Steve reviews the key building blocks of a durable financial plan--one that can grow your net worth steadily and pay you income as long as you live--like a pension. You don't want to miss today's show--- MASTERING MONEY is on the air!!

Aug 21, 2018

Even though this stock market is about to become THE longest running bull market in history, smart investors know that there are still strong investments to be made. The stock market may have a pull back one of these days, but if you choose profitable companies which have the market cornered on what they do, there is still strong opportunity for part of your portfolio.  Today we’ll look at two stocks featured by the Wall Street Journal and the Motley Fool with a great ten year outlook—Abbott Labs and it’s offspring company, ABBVIE. Then Steve will review  details on Next Generation annuities--including one with a thirty percent bonus.--- MASTERING MONEY is on the air!!

Aug 20, 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!

Aug 17, 2018

Retirement books and websites pump out old cliché’s about how your spending in retirement will be only “seventy percent to eighty percent” of your pre-retirement spending. But when “every day is Saturday,” many retirees are finding they are spending everything they once did,  and EVEN MORE-- once they retire. Things like traveling, taking cruises, playing more golf, and logging on to Amazon ALL cost money! Unfortunately today's retirees are walking into one of the worst financial environments to retire in history. The markets are high, but bond interest rates are low.  Is delaying Social Security the answer? Today we'll explore another form of deferral inside an IRA that could safely double or triple your income. MASTERING MONEY is on the air!!

Aug 16, 2018

We’ve all heard the rather arrogant old billionaire who hates annuities and thinks you should too! It must be nice to be a billionaire, and not worry at all about things like guarantees, safety of principal, protection form market declines, and protection for heirs. The truth is, annuities aren’t made for billionaires, and no billionaire can truly understand why you would want actual guarantees and true simplicity in your financial plan. Today, we’ll define and clarify the different types of annuities and make things simple so that you can see if an annuity is right for you, and if so, which type?  You don't want to miss today's fact-filled show. MASTERING MONEY is on the air!!

Aug 15, 2018

Do you know what a Non Qualified Deferred Compensation plan is and how it differs from a 401k, 403b, or 457 plan? Are you retiring with one soon?  Are you clear on  the tax challenges with Deferred Comp and are there any special RISKS you should know about? Are there annuities available for your rollover IRA that protect principal, without a cap and have ZERO fee deductions?  And, when it comes to annuities, do you know the difference between the terms "pensionizing" and "ANNUITIZING" and which is preferable? Steve has the answers to these questions and more... MASTERING MONEY IS ON THE AIR!

Aug 14, 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! You don't want to miss today's show..MASTERING MONEY IS ON THE AIR! 

Aug 13, 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 won't want to miss! -- MASTERING MONEY IS ON THE AIR!

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