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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: June, 2020

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Jun 30, 2020

The millennial generation and many more investors, have begun to see the world a different way. They want to invest to match their world view--even if it is not the most profitable way to invest. Socially responsible investments (aka SRIs) are an area of the financial world that is rapidly expanding. In fact, a report by Morgan Stanley's Institute for Sustainable Investing suggests that Americans in their 20s and 30s are now twice as likely as the general investor population to focus on Socially Responsible investments. This is no small trend--there are now trillions of dollars invested in this arena. The REAL question is, should YOU invest here? Today, we'll park in front of socially responsible and ethical investing to let you know what's REALLY going on. Don't miss it....MASTERING MONEY is on the air!!!

Jun 29, 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! 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! --it all starts NEXT... MASTERING MONEY IS ON THE AIR!   

Jun 26, 2020

Many retired investors today are hoping, waiting, and praying for interest rates on bonds to go up so they can retire in safety. According to economic analysis by a growing number of economists, they may be hoping, praying, and waiting a very long time.  Deflationary trends  have gripped the world forcing interest rates to near zero, and even below zero. Low rates help borrowers but hurt savers. One would think with all the money being printed that IN-flation would be the problem, not DEE-flation. But that's not the case. Retirees are facing the hardest investment decisions of their lives right now. Imagine: a million dollars in a ten year treasury bond will only pay you around SEVEN thousand dollars a year! You heard right, and you simly can't retire on that!  Today we'll analyze the problem, and define the most viable solutions. Then health insurance and Medicare expert Shelley Grandidge joins us. ...You don't want to miss TODAY'S show..... MASTERING MONEY is on the air!!  

Jun 25, 2020

Most investors in or near retirement are looking for three main things with their nest eggs:  Number 1) ample liquidity,   number 2) permanent, worry-free reliable income to cover all expenses for as long as they live, and number 3) an effective and systematic way to grow money in the stock market over time.  Once upon a time, retired investors could use the four percent withdrawal rule as a possible way to take just the right amount of money out of your investments in retirement--not too much, not too little. But today's ridiculously low interest rates have blown up the four percent withdrawal rule. Today, we'll explain the CASTLE-AND-MOAT strategy to build, grow and protect your retirement savings the SMART way, while enjoying locked-in-for-life income of far more than four percent, without the risk of running out of money. A power packed show you don't want to miss...MASTERING MONEY is on the air!!

Jun 24, 2020

So, just where do your beliefs and opinions come from? If you're like most people, you feel that your convictions are rational, logical, and impartial, based on the result of years of experience and objective analysis of the information you have available.  In reality, all of us are susceptible to faulty thinking and emotional biases--often at the sub-conscious level.   Even the smartest person on earth can make errors in judgement. Today we'll review why Behavioral scientists say you are susceptible to making the same investment mistakes over and over, and exactly how to fix it. Then Health insurance and Medicare Expert Shelley Grandidge joins us for the Q & A.   A fascinating show you don't want to miss...MASTERING MONEY is on the air!!

Jun 23, 2020

Retiring today is a challenge financially. The real risk is that a befuddled and aging Joe Biden gets elected. Let’s be kind. He is far past his prime and would likely offer little resistance to the pressure of the "Woke" Left Wing Mob—the ones who want to tear down not only the statues of Francis Scott Key and Christopher Columbus,  but the way we elect our officials and how we keep law and order in cities and towns.  One of his stated policies is  to raise taxes on corporations and bring in the first wave of Green New Deal restrictions. That deadly combination will slow an economy already struggling to recover from COVID 19… and crush the markets. Today, we'll review all of the risks you face in the second half of 2020, then Steve will offer time tested solutions to keep your retirement out of harm's way.  A timely show you don't want to miss...MASTERING MONEY is on the air!!

Jun 22, 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! 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! --it all starts NEXT... MASTERING MONEY IS ON THE AIR! 

Jun 19, 2020

Elon Musk is quoted as saying   ..“in this world  you get paid in direct proportion to the difficulty of the problems you solve.” In fact that is what TECHNOLOGY companies DO. They solve problems and create new opportunities.  Smart investors are learning that profitable, dominant technology companies are driving the investment world right now, and could well be doing so throughout the 2020s and beyond. Today, Steve will point out several tech stocks with remarkable earnings per share growth trading at less than seven times earnings if you can believe it, along with other opportunities. The names of these companies may SHOCK you! Then, health insurance and medicare  expert Shelley Grandidge joins us--a fact-filled instructional show that you don't want to miss... MASTERING MONEY  is on the air!!!

 
 
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Jun 18, 2020

So, how much money are you allowed to give to your kids or grandkids every year and still avoid income taxes? Thirteen thousand dollars?  Fourteen thousand?  Fifteen thousand? Most people are under the erroneous assumption that there is a LIMIT on the amount of money you can give as a gift to a family member of fifteen thousand dollars annually, or less.   In reality, most gifts legitimately fall UNDER the safety limit of U.S. federal GIFT tax rules even if you were to give someone a million dollars. Today, we'll review exactly how the gifting rules work, and just how to avoid all taxes on gifts. Then CPA Nick Stefaniak joins us with important new tax rules for 2020. Get up to speed on your taxes...you don't want to miss today's show  MASTERING MONEY is on the air!!!

Jun 17, 2020

Modern genetic science uncovered the genetic code of the Corona Virus very fast back in January. From there, the race was on for a tested vaccine that could knock out COVID 19. One company just announced that it believes it may have the vaccine ready by as early as Thanksgiving. A 30,000 person final study begins in July.   This company has been running ahead of the pack, but rivals in Germany, England,  and Singapore are pulling close. Today in the Market Intel segment, we'll bring you up to date. Then health insurance and medicare expert Shelley Grandidge joins us for the Q & A.  A very timely show you don't want to miss...MASTERING MONEY is on the air!

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