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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: 2019

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Nov 19, 2019

The stock market continues to rise but the earnings of better companies continues to rise also, meaning you can still find good value stocks if you know where to look. That said, the stock market can be a source of GREAT wealth-building, but holds the risk that prices can fall hard, meaning you simply can’t keep ALL YOUR EGGS in that basket. In retirement, we all need a combination of income, growth, and liquidity. Because the stock and real estate markets are at all time high's, and interest rates near all time low's, many people are playing it safe right now and re-allocating their investments to better suit market conditions and their personal time horizon. Today, we'll get into the specific steps for properly re-allocating your money to make sure that you keep building retirement wealth the SMART way.  MASTERING MONEY is on the air!!!

Nov 18, 2019

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—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  timely financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Nov 15, 2019

Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal.   Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats.   As the saying goes, in a bull market, EVERYONE  is a genius!  But the real measure of how well your portfolio is being managed is not so much when markets are UP, but more when markets fall flat and then reverse. How do you KNOW if your money is in the right place? Well, lets put it this way. If you find yourself FEARING the next bear market rather than relishing the idea, your money is probably allocated poorly. Today, we'll review the FOUR KEY QUESTIONS you should be asking yourself right now, and how to arrive at clear answers!  MASTERING MONEY  is on the air!!!

Nov 14, 2019

Today, the topic is building retirement wealth the smart way by making better stock selections. First, we'll review the differences between growth stocks, value stocks, and income stocks, and which are poised for better gains right now. Steve will offer key insights into dividend stock selection and how to avoid paying too much for a value stock. Then a special treat in the Q & A for you--we'll be joined by our friend, Fox Business Contributor and the host of THE INVESTORS EDGE radio show heard nationally and at 4pm monday through Friday on Money Radio, the one and only Gary Kaltbaum. Gary will share his market insights with us with no holds barred!!    This is a power packed show you don't want to miss--MASTERING MONEY is on the air!!!  

Nov 13, 2019

According to the Wall Street Journal, the rise of technologies that help the elderly stay in their homes threatens to upend one of commercial real estate’s biggest bets: Senior housing.  While there is no question that there has been a boom in senior housing, especially in sun belt states like Arizona, new products and services include sensors that respond to a range of medical conditions, facial recognition for identifying visitors, and houses with malleable fixtures that can be adjusted as residents age.  Also, More and more interactive technology will be available for seniors living at home. Venture capital and other firms are expected to invest about $1 billion dollars this year in these and other so-called “aging in place” technologies. We'll review an intriguing Wall Street Journal report on the topic, then Medicare expert Shelley Grandidge joins us.  Don't miss it--MASTERING MONEY is on the air!!

Nov 12, 2019

What if you had a magic calculator that could tell you just when to get into the market and when to get out? That would certainly be a popular gift item, but there is one problem. No such thing exists! That doesn't stop MILLIONS of people with money in the stock market from trying to time the market. JP Morgan's new retirement guide points out what many researchers have discovered: if you are out of the market at the wrong times, you will destroy your overall returns. In fact, if you missed only the TEN best days of the market over the past ten YEARS, your return would have been cut in HALF. If you missed the twenty best days, your return would be negative!! Find out how to build a REAL strategy with your investments today in a fact filled Market Intel Segment. Then senior mortgage officer Mitch Boxberger joins us! Don't miss it, MASTERING MONEY is on the air!!

Nov 11, 2019

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—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  timely financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Nov 8, 2019

Retirement planning is a multi-dimensional undertaking. Done properly, retirement planning spans two-thirds of a person’s life!  Ideally, retirement planning begins at the point a person begins working, and continues for at least thirty years and beyond.  The advent of the 401k plan has created a generation of millionaires-on-paper who have accumulated over a million dollars when combining retirement accounts, investments, and home equity. Studies show that people with a million dollars in 401ks and IRAs have something in common:  Almost all of them worry they will run out of money one day.  They worry that the market will crash, taxes will rise, social security will go broke, and inflation cuts their buying power in half.  Today, we’ll talk about five specific retirement planning REALITIES that you can't get wrong, for those who HAVE had a good fortune--and the fortitude--to accumulate a substantial 401k.  You don't want to miss today's show--MASTERING MONEY is on the air!!

Nov 7, 2019

According to Randall Forsyth writing in Barron’s, wealth taxes tend not to work--But they still might be coming your way. The much publicized difference between the poor, the merely prosperous, the rich and the ultra rich is leading to a wealth tax. It is becoming the preferred method of paying for extravagant, never-before-tried projects like Medicare for All and the Green New Deal—with price tags in the realm of SIXTY trillion dollars over the next ten years, all in!  Alexandria Ocasio Cortez says that is no problem--it is simply an INVESTMENT!  Liz Warren and Bernie Sanders are drawing big crowds at rallies on the same battle cry. Today, Steve and I will review a Barrons article on the wealth tax that you don't to miss, followed by specific pointers on comparing annuities. Don't miss today's show MASTERING MONEY is on the air!!

Nov 6, 2019

Online brokerages are dangling a new temptation in front of investors: FREE trading commissions!! That’s right, buy or sell any stock or exchange-traded fund and pay nothing!   But the Wall Street Journal warns: investors should think carefully before they jump in. Why? For one thing, investors can fall into the trap of trading too much when they don’t have a bill to pay—possibly and PROBABLY hurting their returns! When the market becomes an all-you-can-eat buffet, you may put too many trades on your plate and find yourself losing money in one of three ways. We'll review those three ways pointed out by the Wall Street Journal,  and the anti-dote--having a clear, written DEFINED strategy for building retirement wealth the SMART WAY. Don't miss today's show, MASTERING MONEY is on the air!!

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