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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: February, 2020

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Feb 28, 2020

A new trend is developing in modern financial planning. Many men are getting INTENTIONAL about planning for the woman in their lives-- Why? Consider this statistic: Eighty percent of men die MARRIED, but Eighty percent of WOMEN... die SINGLE! And because many women are younger than their husbands, they may spend five to fifteen years on their own in old age.  Consider also that women are much more likely to become care-givers for a parent and even  their husbands at some point. In her 60s a woman’s estimated risk of developing breast cancer is one in eleven, but for developing Alzheimers it is one in SIX. So not only might a woman live for a  long time in her elder years, her odds of doing it with dementia are high.  Today we'll review how many retired couples are re-thinking and re-engineering their portfolios to plan for... the woman of the house. You don't want to miss today's show...
MASTERING MONEY is on the air! 

Feb 27, 2020

One of the most common questions people ask as they near retirement is whether or not they can afford to retire on a million or two million dollars anymore.(?) With stocks near all time highs and bonds at all time lows, it is actually a very good question with a mathematical basis. The crash of 2008 taught millions of retiring engineers, teachers, and other professionals a costly lesson—ten YEARS of market gains were gone in just a few WEEKS of market losses. There are now over fourteen million households in America with a million dollars or more.  A million is a nice sum of money, but unless you properly diversify, allocate, and preserve it, it can be frittered away by a combination of bad markets, income withdrawals, RMDs, taxes, fees, and poor timing. Today, we'll do the math for you and Steve will lay out a clear strategy to help you retire and STAY retired!  Don't miss it...MASTERING MONEY is on the air!!!

Feb 26, 2020

While the stock market may dip due to the PSYCHOLOGICAL effects of a recession or unexpected event, there is a big difference between a dip and a crash. As an investor, you are wise to understand that difference.  Unfortunately, scary headlines about BOTH often push skiddish investors to do the exact opposite of what they should do when a recession, a dip, or surprising event occurs.  Rather than seeing OPPORTUNITY, like professional investors do, many investors panic,  and end up selling high quality holdings at precisely the wrong time—destroying any chance of being successful over the long run.  They climb back in later, after licking their wounds, and locking in losses. Today, we'll lay out the clear steps for protecting your retirement portfolio from the unexpected and setting yourself up to achieve long term goals. Then Medicare specialist Shelley Grandidge joins us for the Q & A.  A timely show you don't want to miss MASTERING MONEY is on the air!!!

Feb 25, 2020

Today on Mastering Money, we begin a series on how and where to invest in the inevitable trends coming our way. Too often, investors take a haphazard approach to the market, doing it themselves or settling for a cookie-cutter portfolio from a big box brokerage.  Here’s the problem: your portfolio will likely look the same as almost everyone who walks through the door of the same age,  and answers the risk tolerance questionnaire in similar fashion. That's because the models are put together for uniformity and for legal protection for the big box broker. But where does that leave you? With a cookie-cutter portfolio that everyone else has!  That approach didn't work out so well in 2008. Today we'll review how to invest in the INEVITABLE trends coming our way. Then mortgage expert Mitch Boxberger joins us.  A great and TIMELY show for you today...MASTERING MONEY is on the air!!!

Feb 24, 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 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 money-making and money-SAVING ideas from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Feb 21, 2020

Statistically, most of the serious accidents-- and even the deaths--that occur on mountain climbing expeditions, happen NOT on the way UP, but on the way back down! Ask any mountain climbing expert, and they'll tell you: Coming down is much more treacherous than going up. … And the higher the mountain the more dangerous the descent.   When it comes to your investments and the four phases of your financial life, it’s similar. You've been on a long ascent UP the mountain, financially speaking. It is known as your ACCUMULATION phase. But the higher the market goes, and the longer it lasts, the more dangerous it will be on the way down. Today, we'll expose the problem in clear terms, then help you avoid the agony of defeat!  Don't miss today's show...MASTERING MONEY is on the air!!

Feb 20, 2020

Peter Oumanski writing for the Wall Street Journal says that  digital devices are potentially damaging your finances—but not in the way you might think. Smartphones and other gadgets allow us to follow our friends, read the news, watch a football game and even track our investments anytime. Unfortunately, people are increasingly doing all of the above within a few minutes time, rather than taking the time to truly focus on a financial plan that protects against risk while seeking gains in a prudent way.   In the past, lack of data was the problem for investors. Today, we are overwhelmed with data. Today on Mastering Money, we expose the problem then give you clear solutions. Steve answers key questions on Annuities in Segment 3, the Q & A... Don't miss today's show MASTERING MONEY is on the air!!!

Feb 19, 2020

As we discussed previously on Mastering Money, Wall Street is gearing up to find profitable ways to take on the issue of climate change and the emission of carbon into the atmosphere. No matter where you stand on climate change, there may  now be a BUCK in solving it, so Wall Street will not be far behind!   Rather than looking at the concept of climate change and CO2 emissions as merely political, with wild tax schemes like the green new deal, let's talk today about real solutions occurring right now--being done bya growing number of corporate giants using   their brains, their checkbooks,.and a profit motive. We will deliver some facts today that may SHOCK  you, and make Chuck Shumer look like a fool. Then Medicare and health insurance specialist Shelley Grandidge joins us for the Q & A. A really interesting show you don't want to miss...MASTERING MONEY is on the air!!!

Feb 18, 2020

Jeff Bezos has recently committed ten billion dollars to form the Bezos Earth Fund which would help back scientists, activists, non-government organizations and any other effort that (quote)   “offers a real possibility to help preserve and protect the natural world.” In the summer of 2019, Bezos committed to replacing all of Amazon’s gas powered delivery vehicles with electric vehicles  and becoming carbon neutral as a company by 2040. Companies like Exxon and Chevron have been developing technology to REMOVE CO2 from the air. Are there investment opportunities around the corner? We'll find out where the smart money is going, and then estate and probate attorney Libby Banks joins us for the Q & A.  A great show for you today that you don't want to miss, MASTERING MONEY is on the air!!!

Feb 17, 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 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 money-making and money-SAVING ideas from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

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