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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: February, 2019

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Feb 14, 2019

Although market timing and momentum investing sound good, especially in the short run, investing in stocks that pay increasing dividends every year can be a proven, powerful, and DURABLE way to grow retirement wealth with less stress, less bother—AND--with the power of mathematics on your side. Only a salesman trying to sell you a hot-stock strategy could deny the documented, long term success of investing and reinvesting the dividends of companies which consistently increase their dividends every single year without fail, and are properly positioned within their industry and sectors. Today, Steve has the exact details and proven track records you don't want to miss on the art and science of dividend investing. Then CPA Nick Stefaniak joins us for the Q & A, all about TAXES! You don't want to miss today's show. MASTERING MONEY is on the air!

Feb 13, 2019

Prior to retirement, investment mistakes and market losses tend to be measured PERCENTS rather than dollars. After retirement, retired investors stop thinking in terms of “percents” and start thinking in terms of DOLLARS. On a million-dollar-portfolio, a ten percent loss is no fun, but investors who are years away from retiring may shuck it off-- No big deal! However, a ten percent loss AFTER you retire IS a big deal! Think about it, a ten percent loss on a million dollar portfolio is a HUNDRED THOUSAND dollars--which IS a big deal. Face it--When you’re retired, you don’t even want to lose TEN thousand dollars--let alone fifty or a hundred thousand! If you want a strategy where you can stop losing money and never run out of income, you don't want to miss today's show! MASTERING MONEY is on the air!

Feb 12, 2019

There are hundreds of money decisions we all make on a regular basis, but most of them are short term, small in size, and have no lasting impact on our lives. The decision on how you will pay yourself a monthly paycheck in retirement, however, is the opposite—it is long term, large in size, and will have an immense impact on your life and your spouse’s! Get it wrong, and you have a problem. But it's harder than you might think to get it right! So, what can you do? Well, there are two main income replacement strategies used by advisors according to industry studies. The first is the Systematic Withdrawal approach, the other is the Segmentation or Bucketing approach. Today, Steve will compare the two strategies in detail, to help you determine which is right for you. You don't want to miss it! MASTERING MONEY is on the air!

Feb 11, 2019

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!

Feb 8, 2019

The Employee Benefit Research Institute provides objective research, data, and analysis of retirement attitudes in the United States. The Institute's 2018 Retirement Confidence Survey found that only 17% of workers feel “VERY confident” in their ability to live comfortably in retirement, whereas 47% are only “SOMEWHAT confident.” It means that 36% of workers are NOT confident in their ability to live comfortably in retirement, or put another way--83% are "somewhat confident" to "not confident at all!" This report illustrates that workers nearing retirement are generally unsure of themselves and the actions needed to make sure their retirement lifestyle stays intact. Today, Steve will clearly define what's missing and how to fix a case of "Lack-A-Planna-Titus." You don't want to miss today's show MASTERING MONEY is on the air!

Feb 7, 2019

Wall Street has long promoted keeping 60 percent of your money in stocks and 40 percent in bonds as the ultimate retirement strategy, claiming an average of 8 percent returns over time. Is that figure reliable, or is it just sloppy advice in light of today’s high markets and historic low interest rates? Brett Arends of the Wall Street Journal performed in-depth research to determine the viability and effectiveness of the 60-40 portfolio over the past 80 years. His findings? Except for two periods of dramatically declining interest rates, the 60-40 portfolio is in his words "full of holes." And today with bond rates so low, the risk of income shortfall from a traditional portfolio has never been higher according to Ernst & Young. Today, Steve will review exactly why your bond funds are at risk, and how quickly a retirement portfolio could be hurt if both stocks and bonds fall at the same time--which is a distinct possibility! Don't miss today's show...MASTERING MONEY is on the air!!

Feb 6, 2019

What do you do if suddenly you’re wondering if your financial plan for retirement is really on course? Many people today are finding themselves wondering if their current advisor has them allocated properly. In fact, so might you--especially if you saw big losses during the fourth quarter of 2018. That was a wake-up call and a good test of what you would feel like if the fall was twice as bad and lasted much longer. Today, on Mastering Money, we'll define what a durable, sustainable plan for retirement really should look like. It must include an income replacement plan, an investment plan, a tax plan, a healthcare plan, and an estate plan. We'll review it, starting with the basics. Then, health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A. MASTERING MONEY is on the air!!

Feb 5, 2019

Regardless of whether you like or dislike Donald Trump, the accomplishments of his first 24 months in office are undeniable. In fact, they total more than both Ronald Reagan and Bill Clinton, generally regarded as the two most popular presidents of the modern era. Trumponomics has completely transformed the American Economy.  If you watch Fox News or listen to Rush Limbaugh you are more aware of Trump’s accomplishments than if you are a CNN fan. Investors need to separate facts from fiction in the real economy to make better decisions. Today, Steve and I will do just that in the Market Intel Segment. Then, Fox News Contributor Gary Kaltbaum joins us for a lively Q & A.  You don't want to miss today's show MASTERING MONEY is on the air!!

Feb 4, 2019

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!

Feb 1, 2019

Wouldn’t it be nice if you could buy the stock of the consensus best companies in the United States, put them in a drawer, forget about them, and wake up one day tripling your original investment--with a pile of dividends coming in?  Well, of course, it would be nice, and chances are it can still be done, but the trouble is that our economy is evolving-- there are no complete “sure things.” That said,  investors who want to make real money can’t just sit on their hands.  Kiplinger recently outlined what to look for in a "KEEPER" stock--the type of stock you can hold forever if you want. Markets will rise and fall, but the companies you might classify as “keepers” tend to fall less hard and will be the first to come back because they make real profits in the real economy. Today, we'll review Kiplinger's rules for finding KEEPER stocks. You don't want to miss it. MASTERING MONEY is on the air!!

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