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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: April, 2019

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Apr 16, 2019

While history shows that the stock market has finished in positive territory about seventy percent of the time over the past hundred years, you have no idea where it will end up this year because we live in a random world, with random markets, besieged by random events that are not only hard to predict but sometimes even hard to imagine! Investing is a risk, and you always want to gauge the risk you are taking against the possible reward and the potential impact on your future financial plan. Today, we'll review several ways to measure risk and explore some real-world results of dividend investing. Then, estate and probate Attorney Libby Banks joins us for the Q & A. You don't want to miss today's show, MASTERING MONEY is on the air!!

Apr 15, 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!

Apr 12, 2019

According to Dan Wiel, writing for the Wall Street Journal, dividend stocks are looking more attractive heading into 2019. Although the S & P 500 and the Dow have roared back after losses in the fourth quarter of 2018, many people are getting nervous. And when investors get nervous, they get defensive. And when investors get defensive, the record shows they move toward dividend stocks. The Journal says that the Federal Reserve’s shift to a neutral stance on interest rates following three years of rate increases is adding to dividend stocks’ appeal right now. Rising interest rates usually hurt dividend stocks by pushing bond yields higher, but with rates settling down again and markets looking for direction, dividend stocks make sense. We'll review the Journal report and how the Black Diamond Dividend Portfolio is positioned for growth. You don't want to miss today's show MASTERING MONEY is on the air!!

Apr 11, 2019

In 1875, the American Express Company established the first pension fund for employees in the United States. Due to favorable tax laws, pension plans quickly became a staple of the American workforce. By 1980, 35.9 million workers, or 46% of all private sector workers and almost all government workers retired on pensions.  In 1978, however, the U.S. Congress passed the Revenue Act of 1978, which resulted in the first 401(k) plan. Since then, pensions are getting fewer and farther between. And many of the plans remaining, are suddenly on shaky ground. According to the Wall Street Journal, the long bull market has failed to fix the shortfalls. Today we'll review a Wall Street Journal report on why it's happening and how it's happening, then Steve reviews today's best paying annuities. Don't miss today's show. MASTERING MONEY is on the air!!

Apr 10, 2019

We've all watched popular shows on HGTV like the Property Brothers and Fixer Upper. Well, according to the Wall Street Journal, House Flipping Is Back to pre- 2008 levels, but the game has changed. The hottest areas for flips are not Las Vegas and Phoenix. Birmingham Alabama, Memphis, and Philadelphia are showing the biggest profit margins on flips according to Core Logic and the Wall Street Journal. The Journal says that 10.6 percent of homes sold in the U.S. in the fourth quarter of 2018 were flips defined as having been owned for less than two years. According to CoreLogic, that’s near the level of the first quarter of 2006, when 11.3 percent of homes sold were flips and the highest fourth-quarter level in the two decades. Steve and I will review the Wall Street Journal report, then real estate Mortgage expert Mitch Boxberger joins us for a timely Q & A. You don't want to miss today's show...MASTERING MONEY is on the air!

Apr 9, 2019

Back in 2013, the Oxford Dictionary added a new word. It was actually an acronym. FOMO stands for Fear Of Missing Out. The term is usually reserved for those who spend money impulsively to buy the latest gadget, phone, high tech watch, clothing, fancy car, or vacation as seen on social media. FOMO is what drives people to go into revolving credit card debt, paying 24% interest. In the world of investments, FOMO is that feeling that “everybody else is getting rich, but not me…so I’d better jump in.” Investing without a strategy is never a good idea, but one of the WORST reasons to invest is because you fear missing out on hitting the peak of the market. Yet analysts that we are currently in a classic FOMO market. Investors don't want to miss out and are ignoring the risks. We'll review an intriguing report then Steve answers some tough questions on annuities. You don't want to miss today's show, MASTERING MONEY is on the air!!

Apr 8, 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!

Apr 5, 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!! 

Apr 4, 2019

No matter what your political affiliation, there is one thing we likely ALL agree upon: we ALL want clean air and water! The cleaner the better! The disagreement always centers on HOW to get there. Socialist thinkers believe the government can be trusted to tax and legislate our way to cleaner air, even if the economy comes to a grinding halt. Capitalists keep developing new technology to get the job done. While it’s true that global CO2 emissions continue to rise worldwide, many people are startled to learn that the USA easily leads the world in reducing CO2 output. Today on Mastering Money, Steve and I will review the disaster that would ensue if all petroleum-based products were outlawed, including everything you use made of plastic and nylon. It may shock you. Then health insurance expert Shelley Grandidge joins us for the Q & A. You don't want to miss today's show...MASTERING MONEY is on the air!!

Apr 3, 2019

As this bull market becomes the longest in history, and signs of economic slowdown both globally and domestically are showing up, the risk of a bad sequence in the market combined with the need to withdraw for retirement income is coming into focus for many people on the verge of retirement or recently retired. Meanwhile, the proliferation of computer-driven algorithmic trading, also known as ‘algo’ trading, has increased that risk, according to reports appearing in Barron's, the Wall Street Journal, and Fox Business. Today, we have some facts and data that may shock you. Then Steve interviews best selling author and former Federal Reserve advisor Danielle DiMartino-Booth. A superb interview and a fact-filled show you don't want to miss.   MASTERING MONEY is on the air!!

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