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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: August, 2020

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Aug 31, 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 to help you INVEST SMARTER--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!  

Aug 28, 2020

If you can live on your Social Security and pensions alone, and have no need for any income from your investments—ever—then you are fortunate. Most people in retirement today, however,  DO need to derive income from their investments at some point.  But even if you don’t actually WANT any income from your 401k money, the IRS has other ideas. Once you reach age 72, you are required to begin taking distributions from your investments, like it or not. With bonds paying so little and many people retiring without pensions anymore, what if Social Security goes bust? Now you know why so many smart retiring professionals are choosing NEXT GENERATION annuities to retire on!  Steve will review the fundamentals and the finer points for you on today's show. Don't miss it-

Aug 27, 2020

If all you had on which to judge the state of the economy was the stock market, it would seem like everything is just fine. After falling 37% in about a month from late February to late March, the broad market came back far enough to crawl out of the hole for the year by Monday June 8th.  The breathtaking speed of recovery has many investors convinced that another market crash is inevitable. But is it really? Today on Mastering Money, Steve will be revealing the three keys you need to look for which would determine whether or not we'll see another crash and how to know if you are properly prepared.  If not, don't worry--we'll have some important steps for you to take right now. You don't want to miss today's show, MASTERING MONEY is on the air!!

Aug 26, 2020

Joe Biden likes to brag about his record of handling pandemics, and likes to criticize Donald Trump for over five million COVID infections. But did you know that SIXTY million Americans got infected by the H1N1 Swine Flu-- that Biden was in charge of in 2009?   A White House staffer now admits that they just got lucky it wasn’t as lethal as Covid 19, stating that basically they did (quote) "everything wrong"  and could have been the worst pandemic in history. In the name of political unity, we will review the facts and compare the responses to H1N1 versus Covid 19. The results might shock you! Then, medicare expert Shelley Grandidge joins us for the Q & A with Medicare enrollment right around the corner. Don't miss it...MASTERING MONEY is on the air!!

Aug 25, 2020

The Wall Street Journal, often a critic of President Trump,  stated the facts clearly in their August 24th front page report: (quote) “In response to the novel and deadly coronavirus, many governments deployed draconian tactics never before used in modern times....severe and broad restrictions on daily activity that helped send the world into its deepest peacetime slump since the Great Depression.” “The equivalent of 400 million jobs have been lost world-wide,   Yet Joe Biden said on ABC TV that he would not hesitate to shut down the economy... AGAIN!! . The journal points out the economic loss and stupidity of another shutdown. Even economists from Harvard--no fans of Donald Trump--believe that shutting down the economy is not the way forward, with empirical data to prove it. Today, we'll unpack that Wall Street Journal report and Steve will show us how to invest in the CRAZIEST YEAR IN U.S. HISTORY!   Don't miss it...MASTERING MONEY  is on the air!!!

Aug 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 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 to help you INVEST SMARTER--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!    

Aug 21, 2020

Now that the convention full of scripted feel-good speeches is over, it's time to start dissecting the policies of Joe Biden. One of the most impactful--but least discussed parts-- of the recently released Joe Biden tax plan is the elimination of the "step-up-in-basis" upon death. Many American families have enjoyed the ability to pass on appreciated assets like the family home, real estate, and stocks held at brokerages to the next generation without any capital gains tax.  Whether you have built up a nice stock portfolio or paid off your home and hope to leave it to your kids, Biden’s plan would eliminate that privilege and impose a capital gains tax upon.  But wait, there's more! His plan also makes gains taxable at the ordinary income rate, rather than the lower capital gains rate. We'll review the Tax Foundation's analysis. Then Medicare expert Shelley Grandidge joins us. A really important show you don't want to miss....MASTERING MONEY is on the air!!!  

Aug 20, 2020

Today, we interview the nationally known best selling author and political celebrity, BEN SHAPIRO. You'll want to hear Steve and Ben discuss Ben's new book. But first....Is the FOUR PERCENT withdrawal rule in retirement no longer relevant?   Today with 10 year treasury bonds yielding in the range of SEVEN TENTHS of one percent in the United States,  and NEGATIVE rates possibly coming our way, retirees have never had tougher choices on where to place their retirement money. Looking for long term certainty and lasting income, retirees can barely find a ONE percent return, let alone FOUR percent!
That makes 401k rollover decisions more of a dilemma than ever before. Can retirees really rely on withdrawing from an up and down stock market for the rest of their lives when the deficits are ballooning? We'll examine what can go wrong and why the rule is probably obsolete.  Don't miss it!  ....MASTERING MONEY is on the air!!!

Aug 19, 2020

Joe Biden, the official presidential nominee of the Democrat party,  has presented a $7 trillion dollar spending proposal: He says it will UNIFY America.  So… what's in it?   Well, if the man from Delaware were to be elected president, he wants the federal government to spend close to $7 trillion dollars more than currently projected over the next decade on issues like health care, housing for the poor, free college, prison reform, and climate change to name only a few — as part of a sweeping presidential platform that he says will build on President Barack Obama's legacy and unite a fractured nation. The former vice president has said he will pay for these “uniting” measures with about $4 trillion dollars in tax increases on corporations, investments, and wealthy Americans. Steve and I will examine and report on the details of the plan. Then, health insurance and Medicare expert Shelley Grandidge joins us. A very timely show you DON'T  want to miss....MASTERING MONEY is on the air!!!

Aug 18, 2020

Today, on Mastering Money we’re going to do some fact checking. We all know that COVID 19 is nasty, and NONE of us wants to get it. And we have been told  that over 5 million cases of COVID 19 have been reported, with more expected as testing continues.  What all sources confirm but very rarely publicize is that many, many of those cases are asymptomatic, already recovered,   or like a mild to moderate case of the flu, and most dangerous for those with co-morbidity conditions like heart disease, diabetes, or COPD. The troubling issue is that deaths being reported could be skewed, with too much attribution to COVID 19. Did you know that hospitals get paid three to six times more for a COVID patient than a pneumonia or influenza patient. The USA Today fact check may shock you. You don't want to miss today's show...MASTERING MONEY is on the air!!!

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