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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: October, 2019

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Oct 3, 2019

The terms ‘recession’ and ‘stock market crash’ are often used interchangeably in spooky headlines about what might be ahead for the economy. The reality is that while the stock market may dip due to the PSYCHOLOGICAL effects of a recession, the statistics show there isn't really a clearly traceable cause-effect relationship between the two.  That doesn't stop scary headlines about BOTH from pushing nervous investors to sabotage themselves, doing the exact wrong things based on temporary dips in the market. The key lies in having a strategy in place that actually BENEFITS from dips in the market AND protects against market crashes with the bulk of your money. We'll review that strategy today, and then Travel Agent Ruby Kelly joins us for the Q & A and tells us where to go!  Don't miss it...MASTERING MONEY is on the air!!!

Oct 2, 2019

So, what happens if you retire at or near a Market Peak? Have you thought about that? Statistically, people are more inclined to retire during the top end of a bull market. It only makes sense. That's when confidence and peace of mind are higher. The trouble, as we all know, is that "what goes up also comes down" and if it comes down soon after we retire, that's a problem. Also, statistically, the ten year periods following really strong ten year periods are not so hot. Withdrawing steady income from a declining balance can run a retirement off the road. Today, we'll tell the story of Donna, whose great grandparents, grandparents, and parents ALL retired during market peaks going back to 1928, 1973, and 1999, and what Donna has decided to do with her retirement. Then Medicare specialist Shelley Grandidge joins us.
Don't miss today's show MASTERING MONEY is on the air!!!

Oct 1, 2019

Have you heard about the new Bill that passed in the House of Representatives that would raise the age for taking RMD withdrawals from the current age of 70 ½ to age 72? Well, it still has to pass the Senate, but attorneys and accountants warn that required minimum distribution planning is only a small part of the bill. The IRS will miss almost a billion dollars a year in revenue from moving to age 72. But don't worry, they still have several ways to take it out of your hide! You need to be aware of how what is known as the SECURE Act will likely affect your estate and tax planning decisions going forward. One casualty is the “Stretch IRA”. it will be done away with. Steve and I will have the details for you today and then former probate litigator and now estate planning attorney LIBBY BANKS joins us for the Q & A. Don't miss today's show--MASTERING MONEY is on the air!!!

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