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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: 2020

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Dec 31, 2020

Historically, there’s a 91% chance of the stock market giving you a positive return over any particular 10 year period.  Here’s the problem: the 91 percent of positive ten year periods have come AFTER recessions and poor markets. The worst ten year periods have come after long bull market expansions, like we're in now.  In or near retirement, THAT'S an important thing to consider. Question: How much of your money should be IN the market, and how much OUT of the market right now? What will happen in 2021? Where will the markets be in a year? Today you will hear analysis from several investment managers:   Steve will reveal how the Black Diamond Dividend Growth Strategy works in flat and down markets to keep building wealth. Then, the famous host of the MOTLEY FOOL MONEY SHOW, Chris Hill joins us. It's going to be a great show you don't want to miss. MASTERING MONEY is on the air!!! 

Dec 30, 2020

The S & P 500 is thought of as a steady and stable index of the 500 largest companies in America. Many S & P index investors believe they are investing in large cap blue chip stocks, that are all profitable. The perception is that there are strict rules for companies to stay in the portfolio and that most of the companies are have investment grade ratings and are large dominant companies. Each of these statements is now false.  Due to massive transitions in  retail, energy, and other industries—made worse by the pandemic crisis, the S&P 500 is cutting more than thirty companies in 2020, with perhaps more on the way!  Today, we'll tell you how the S&P index REALLY works, what you are REALLY  investing in, and the facts.... may SHOCK you! Then, health insurance and Medicare expert Shelley Grandidge joins us for the Q & A. An educational show you don't want to miss, MASTERING MONEY is on the air!!

Dec 29, 2020

Contrarian investors are always looking for bargains in the marketplace.  After all, sometimes, you can make a lot of money looking for "jewels in a junkheap."   Therefore, speaking of junkheaps, do hotels and cruise-ship-stocks still qualify as a contrarian BARGAIN right now? Their prices are well below 52-week-highs, but are they low enough to bite the bullet?  Today, Steve and I will review a Barron's analysis of several travel-and-leisure stocks—including cruise, lodging, casino, and time-share names—that might still represent an opportunity.  Then, Steve will explain the remarkable "PERFORMANCE TRIGGER" index strategy. As long as you break even on the index, you make ten percent, tax deferred! It is liquid, with no exit fees. Find out if it is a fit for your portfolio in a show that you certainly do NOT want to miss....MASTERING MONEY  is on the air!!!

Dec 28, 2020

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 timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! 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... chock full of ideas to help you become a more informed investor, followed by proven money-making and money-SAVING ideas from Steve that you DON'T want to miss! -- A jam-packed show for you today,  and it all starts RIGHT NOW... MASTERING MONEY IS ON THE AIR!!!

Dec 25, 2020

Merry Christmas! It's Christmas Day so  the markets are closed, but this special edition of Mastering Money is sure open, and its our gift to YOU--we have a terrific show planned for you. We'll be talking about some inspiring true stories that have happened at Christmas, especially at the beginning and the end.   In between, we're talking about you and your money. After all, investment mistakes are  easy to make, even when you take a logical approach to the market. And who among us is 100 percent logical all the time?   Most people in or near retirement would rather not spend hours a day studying market trends, money flows,  and reading detailed reports. That's why you offload that task to a professional. But even money managers were caught off guard by this election. Many thought it was logical that if Joe Biden looked like he was going to win the election, the market would decline. But the market went UP on election day, and we'll tell you why.  A really interesting show for you today you CERTAINLY don't want to miss...MASTERING MONEY  is on the air!!  

Dec 24, 2020

One of the simplest ways for companies to communicate financial well-being and shareholder value is to say "the dividend check is in the mail." Dividends, those cash distributions that many companies pay out regularly from their earnings to their stockholders, send a clear, powerful message about future prospects and performance.  A company's willingness and ability to pay steady dividends over time – and better yet--its power to INCREASE them each year–goes a long way towards communicating its fundamental strength and sustainability to shareholders. Today, we'll reveal key methods of selecting winning dividend stocks to help you invest better. Then, insurance and Medicare expert Shelley Grandidge joins us for the Q & A. A power-packed show today that you don't want to miss....MASTERING MONEY is on the air!!!

Dec 23, 2020

Is the “Santa Claus rally” real—and does it apply to crazy, zany years like 2020? In the investing world, the uptick in stock market performance at the end of most years is commonly referred to as the "Santa Claus" rally, often bringing investors jolly gains. It is typically followed by what is known as the "January Effect."  But will Santa visit THIS year, and if he does, how many "goodies" will leave us? There are numerous explanations for the causes of a Santa Claus rally including estate tax considerations, a general feeling of optimism on Wall Street because the Fed is keeping rates low, and the investing of holiday bonuses. But are the stars lining up this year? We have a full report for you today, and then Health Insurance expert Shelley Grandidge joins us. A fact filled and entertaining show you don't want to miss...MASTERING MONEY is on the air!!!

Dec 22, 2020

Investing in 2021 will be different from 2020, and that's a good thing. Congress and the Fed will continue to shove dollars into the economy and keep interest rates low. That is just what traders want to hear. Heading into 2021, Barron’s has published its  list of 10 favorite stocks for the coming year, like it has for the past 11 years. Sometimes they get it right, other years not so much. But they always manage to pick some winners, so it is worthwhile to review their favorite stocks for 2021. That's exactly what we'll be doing today. Steve will reveal why some of Barrons picks qualify for the Black Diamond and Blue Diamond portfolios, and maybe more important: why some of them DON'T.  Because YOU want to make MONEY in 2021, you don't want to miss TODAY'S show.....MASTERING MONEY is on the air!!

Dec 21, 2020

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 timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! 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... chock full of ideas to help you become a more informed investor, followed by proven money-making and money-SAVING ideas from Steve that you DON'T want to miss! -- A jam-packed show for you today,  and it all starts RIGHT NOW... MASTERING MONEY IS ON THE AIR!!! 

Dec 18, 2020

In case you hadn't noticed, the future is getting just a 'tad' more unpredictable every day. That's why protecting your core capital and securing your retirement income are such high priorities.   Smart people are turning to NEXT GENERATION annuities to meet that need. Annuities are not for young investors. They are for those planning a retirement that can weather the worst of economies, without losing a penny or missing a beat.  The key benefit that modern day annuities may provide a retired person is a contractual guarantee of principal and income—regardless of market conditions.There are four different types of annuities, and due to current low interest rates and volatile markets, THREE of those types may not be as advantageous as the fourth.  Today, Steve will review exactly WHICH annuities are leading the pack, and that could be right for you. Then Medicare expert Shelley Grandidge joins us for the Q & A.  A power packed and timely show you DON'T want to miss...MASTERING MONEY  is on the air!!!

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