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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: March, 2019

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Mar 29, 2019

All investors are looking for the same thing: maximizing gains while minimizing losses. After the convincing fourth-quarter swoon in 2018, many investors gravitated to so-called smart beta funds in the hopes of sidestepping the next downturn, according to the Wall Street Journal. The S&P 500 has advanced 11% so far this year, but that hasn’t stopped investors from looking for a safer way to bet on stocks. In fact, the sudden rise may be what has investors nervous. A surge of new money has pushed inflows into these funds to record highs. Smart Beta funds are designed to take advantage of upswings while reducing some of the risks. Today, we'll discuss two of the biggest Smart Beta ETFs --then Steve will have several timely tips on building retirement wealth the SMART way. MASTERING MONEY is on the air!!!

Mar 28, 2019

Many people planning retirement tend to focus almost entirely on getting the greatest return possible in the shortest period of time in the stock market. That pushes them toward riskier momentum stocks at the exact wrong time of their lives. Other retired investors are re-thinking it. They are moving more of their money out of harm's way with a focus in long-lasting secure income. The decision on how you will pay yourself a monthly paycheck in retirement, PERMANENTLY, is probably the MOST important financial decision you will ever make! Get it right, and you can relieve the stress. Get it wrong, and you have a problem. Today, we'll compare several prominent income replacement strategies being used by advisors. The first is the Systematic Withdrawal approach, the other is the Segmentation or Bucketing approach. Get the facts and details you need to make better decisions and build retirement wealth the smart way. Don't miss it... MASTERING MONEY is on the air!

Mar 27, 2019

There are 5 things you can do with money—spend, save, speculate, invest, and insure. In retirement, your financial plan—if properly built–will likely include all five components.   How much you emphasize one over the other will determine the QUALITY of your life-- and the QUANTITY of meaningful, memorable, and fun experiences as a retiree. We all need to keep a bucket of liquid spendable money—in the form of money market accounts (your “cash bucket”), but if you are going to be strictly a saver, you will not be very well rewarded in the years ahead. In fact, savers are being punished by low rates today.  The market has been on a tear since 2009, rewarding both speculators AND investors.  Speculators don’t care about dividends. Dividends are far too boring for them, even though dividends keep coming in relentlessly and compounding systematically. Today, we'll compare speculating and investing, then health insurance specialist Shelley Grandidge joins us for the Q & A.  A fact-filled show you don't want to miss...MASTERING MONEY is on the air!!

Mar 26, 2019

The average interest rate on a six-month certificate of deposit was 9.1% in 1970 and 13.4% in 1980. Back then, of course, inflation was higher but so were wages on a relative basis... and those higher interest rates, plus the prevalence of pensions, allowed many retirees to generate livable income streams without invading their principal or taking risks in stocks. But two decades worth of declining interest rates have dragged yields down to a point where the idea of retiring on CDs and bonds is not feasible. Morningstar financial editor Christine Benz believes the most effective way to beat low-interest rates is with bucket planning. Today, we'll compare her idea for bucketing to the IQ Wealth System. Then Fox Business Analyst and radio show host Gary Kaltbaum joins us for the Q & A. You don't want to miss today's show, MASTERING MONEY is on the air!

Mar 25, 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!

Mar 22, 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 every year like clockwork?  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--AND they pay dividends. Today, we'll review Kiplinger's rules for finding KEEPER stocks. You don't want to miss TODAY'S show. MASTERING MONEY is on the air!! 

Mar 21, 2019

Many people in retirement wonder if it's too late to begin converting taxable IRAs into non-taxable Roth IRAs. All of us would prefer to be income tax-free in retirement, but converting to Roth is a case of trading short term pain for long term gain. It is easy to talk about doing, but not everyone is ready to begin the process. Well, under the new tax law, a strategy has emerged that could allow you to make the conversion with the least amount of pain. It's called "filling up the middle brackets" and we'll review it today, plus Steve will share tips on building retirement wealth...the SMART WAY. You don't want to miss it...MASTERING MONEY is on the air!!

Mar 20, 2019

Global spending on legal cannabis is expected to grow by 230% to $32 billion dollars in 2022 as compared to $9.5 billion in 2017, according to Arc View Market Research and BDS Analytics. The research is projecting that a majority of that revenue--nearly $23.4 billion dollars-- will come from the United States.  The more certain opportunity in cannabis investing may well revolve more around getting WELL than getting HIGH. Cancer patients and those with other challenging medical issues are finding serious relief. Today on Mastering Money, Steve and I will begin an educational series on this fast-growing industry, along with opportunities and risks you'll want to keep in mind. Then health insurance specialist Shelley Grandidge joins us for the Q & A. You don't want to miss today's show, MASTERING MONEY is on the air!!

Mar 19, 2019

Investors often chase hot stocks-- and with over five thousand orders for its big new jets--Boeing was stock on most investors' radar the first few months of 2019. It’s still on the radar, but for different reasons. With regulators, airlines, and entire countries worldwide grounding their 737 MAX fleets until more is known, Boeing faces increased scrutiny and potentially fast-rising financial obligations that could continue to hurt the stock. Analysts estimate that the MAX plane model accounts for approximately two-thirds of Boeing's future deliveries and about 40% of its TOTAL PROFIT, underscoring its importance to the company’s business as a whole. Today Steve and I will review an inside report on what's happening at Boeing and whether you should buy or sell the stock. Then mortgage expert Mitch Boxberger of NEXA mortgage joins us for the Q & A. Don't miss it! MASTERING MONEY is on the air!!

Mar 18, 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!

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