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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

Feb 7, 2018

Have you ever wondered how life insurance companies remain profitable when markets crumble? Many companies have been in business over 100 years through every type of calamity! The simple answer is that life insurance companies do not invest their audited reserves in the stock market, or REITS or other risky assets! By statutory law,  they invest conservatively and sequester important capital from the big risks being taken by mutual fund companies.  There are multiple layers of regulation, auditing of financials, and consequences for not doing things properly. Some industries are regulated, but  Life insurance companies are HYPER-regulated!  Today, we'll investigate just how safe life insurance companies are and why more people are choosing to insure their retirement incomes. MASTERING MONEY is on the air!!

 
Feb 6, 2018

In retirement, you really can't afford major market crashes-- have you wondered why more than two hundred billion dollars a year in new annuities are being acquired—many  for 401k and IRA rollovers by professional  engineers, teachers, doctors, accountants, business owners, and attorneys?  Today we’ll explore which types of annuities pay the most, cost the least,  protect your heirs, and protect your principal! Learn how to preserve what you've worked hard to accumulate, while staying in position to grow your principal and enjoy exceptional income for life!

Feb 5, 2018

After an in-depth review of today's breaking news and market trends in segment one,  we'll turn it over to  former Ronald Reagan economist and syndicated talk show hostLARRY KUDLOW  in segments two and three! Today, Larry weighs in with high powered guests and unique insights on the the markets, politics, Donald Trump, Congress, the FBI and more!—MASTERING MONEY is on ON THE AIR!! 

Feb 2, 2018

..What do you know about claiming your social security benefits?  Have the rules changed so much they no longer apply to you? And how do you know what’s fact, or fiction? Should you really delay taking your benefits as long as possible?  Is it possible you are better off claiming your benefits sooner?   ...Or does it even matter … because YOU believe the system will go bankrupt anyway? Today on Mastering Money you'll get the facts that could save you thousands in lost benefits and taxes!! MASTERING MONEY is on the air!!

Feb 1, 2018

Are you a "striver", an "arriver", or a "thriver?" Due to the market’s rise, more 401ks than ever are hitting the one million dollar Level!!  Fidelity now lists over 133,000 accounts with a million or more dollars--double from two years ago. Americans are ARRIVING--but will these investors find the formula for keeping their newfound money and end up THRIVING? The statistics say no. Many will not stay millionaires. We say 'yes', and will show you how to do it, step by step!  MASTERING MONEY is on the air!

Jan 31, 2018

Retirement is supposed to be fun and rewarding...Imagine going from having a million dollars to retire on, and finding yourself--you and your spouse--left with only half of it three years into retirement  with another thirty years to go! Today, we'll outline exactly how it could happen in real life, based on real life events,  and why it may be happening right now for thousands of American couples--maybe even YOU!. We'll also show you ways to avoid the problem. MASTERING MONEY is on the air!!

Jan 30, 2018

There are 451,000 people today who are at least 100 years old. And that number is projected to grow to 2.2 MILLION in just 30 years!
How old will YOU be in 30 years?
...Living a long and prosperous life is something we all wish for.
But would it cause you to run through your entire life savings … far too soon?
Today, we'll explore why you should be planning to live longer, and exactly how to do that--
MASTERING MONEY is on the air!
 

 
Jan 29, 2018

Today on MASTERING MONEY, It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist and syndicated talk show host weighs in with high powered guests and unique insights on the economy, the markets, politics, Donald Trump, Congress, and the Muller Investigation—MASTERING MONEY is on ON THE AIR!! 

Jan 26, 2018

The stock market is on a tear, and keeps rising.  While there is no rule that says it can’t keep rising for another year or two, we all know a reversal could come at any time. Therefore, being prepared is the wise thing to do, not keeping all our eggs in one basket. Since 1929, the U.S. has seen exactly eleven bear markets. One day, the 12th  will catch up to this aging bull—and it could be a “doozie.”  Is your financial plan ready—not only to protect against loss, but to profit over time? We'll review how to do just that today, and Charles Payne of Fox Business will join us for a special Q & A!!  --MASTERING MONEY is on the air!!

Jan 25, 2018

Could An Annuity Play A Role in Your Retirement?  …When the need for spendable, dependable income outweighs the need for never-ending growth, where do you turn? With interest rates near all-time lows, and the stock market at all-time highs, the world has flipped upside down for those planning retirement!  The ideal retirement situation would be the opposite of today: there would be HIGH interest rates on bonds, with plenty of low-priced stocks sending signals of a long bull market to come. And, it would be ideal to retire immediately after a recession, not before. 

But that’s not how things are. Bond rates are skimpy, the market may be somewhere near a peak, and a recession has to come along one of these days. With all of this, the argument can be made that today’s Baby Boomers are retiring into one of the worst possible financial environments in history—even with all the good news. Could an annuity be a fit for your financial plan? Find out today--MASTERING MONEY  is on the air!!

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