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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: September, 2019

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Sep 27, 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 financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Sep 27, 2019

Radio guru Dave Ramsey has come under fire of late as it has been learned that the financial advisors he refers his seven million listeners to-- sell upfront loaded mutual funds! These front-loaded funds charge customers an upfront fee to pay a commission to the advisor, which is deducted directly from the investors principal--while guaranteeing nothing to the client in the way of principal protection or reliable retirement income. Mr. Ramsey is justifiably recognized for his work at helping young people get out of debt and pay off mortgages, but his RETIREMENT investing advice has been called into question by sources like Money Magazine. Today, we'll provide a mini-course on mutual funds from front load to no-load, then Steve reviews five tips for building retirement wealth the SMART WAY. Mastering Money is on the air!!

Sep 26, 2019

Most investors in or near retirement are looking for three main things for their nest eggs: Number 1) ample liquidity, number 2) permanent, worry-free reliable income to cover all expenses, and number 3) an effective and systematic way to grow money in the stock market over time. Mainly, they don't want to lose half their money to the next bear market, and they want to be certain they will never run short of income. Real wealth consists of permanent ample cash flow, not just piles of money that can be lost. That’s why more investors are making life more simple, and bucketing their retirement money into a combination of dividend stocks and high-quality Next Generation income annuities. Today, we'll review the key points you need to know about how to win with dividend stocks, and then CPA Nick Stefaniak joins us for the Q & A. Don't miss it...MASTERING MONEY is on the air!!!

Sep 25, 2019

Many people own living trusts and consider the idea of making their trust the beneficiary of their IRA. Attorneys and CPAs warn that it can be a real financial mistake unless your trust is properly and specifically worded and names a qualified designated beneficiary. There are three factors that must be present if you want to use your trust as an IRA beneficiary and five circumstances when attorneys say you absolutely SHOULD use a trust. Today, we'll continue our IRA clinic as we review the rules for making your trust the beneficiary of your IRA. Then Steve answer questions on whether or not annuities are recommended for certain types of IRA rollovers. A fact-filled show you don't want to miss...MASTERING MONEY is on the air!!

Sep 24, 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.  Don't miss today's show--MASTERING MONEY is on the air!!

Sep 23, 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 financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Sep 20, 2019

In America today, we have a record number of millionaires, mostly from 401ks, stocks,  and real estate. A million dollars doesn't buy what it once did, but it is still a lot of money. Today on Mastering Money,  we’ll review just how many millionaires there are in this country today... how most of them made their money...and what they worry about most. The number of households with a million dollars of net worth all across America may shock you, yet much of this wealth is not protected against another 2008-style-crash. Today, we review the startling statistics and review strategies that survived and thrived the 2008 crash.  MASTERING MONEY is on the air!!!

Sep 19, 2019

Imagine walking out to your mailbox every few months and finding five thousand or ten thousand dollars worth of checks sitting there waiting for you. Every ninety days, the same checks arrive and then every year the checks get bigger--you get a raise every year! And you get those checks for doing absolutely nothing, except owning the right investments. Some investors like to speculate on higher prices in the future for their stocks or real estate. Other investors don't mind higher prices, but they're in it for the steady growing cash flow--money in the mailbox.  Rental properties and dividends stocks have created immense wealth in this country and today we will review exactly how you can put the plan to work for you, and build retirement wealth, the SMART way.   MASTERING MONEY is on the air!!!

Sep 18, 2019

As time goes on, Inherited IRAs are becoming more and prevalent. You may be receiving one yourself one day from a parent or sibling, or the day may come when you leave YOUR IRA to a child, brother, sister, or even a grandchild. Do you know how Inherited IRAs' really work? Today on Mastering Money, we'll continue our IRA Clinic, focusing today on the rules of the road for INHERITED IRAs, including techniques for doubling or even tripling your income from an Inherited IRA, fully in line with IRS rules! Then Fox Business Contributor Gary Kaltbaum joins us for the Q & A. This is a show you don't want to miss...MASTERING MONEY is on the air!!!

Sep 17, 2019

To encourage individuals to save for retirement, the Internal Revenue Code provides special tax breaks to those who contribute to traditional-- and Roth IRAs. Traditional IRAs can be established by anyone who is: A) younger than age 70½ at the end of the year, and B, has EARNED income (i.e., wages, salaries, or payment for personal services) Today on Mastering Money, we will begin a clinic on IRAs, starting with the difference between a beneficiary and a DESIGNATED beneficiary and why its so important to know--and the impact of your last will and testament ON your IRA, and tell you what happens at the death of an IRA owner when an IRA does not have a designated beneficiary. Then mortgage expert Mitch Boxberger joins us for the Q & A with strategies for reducing or eliminating mortgage payments in retirement. A fact-filled show you don't want to miss...MASTERING MONEY is on the air!!

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