Info

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.
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2021
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: October, 2020

CLICK TO GO BACK TO IQWEALTH.COM

Oct 30, 2020

Like him or not, Donald Trump is one of the most skilled real estate investors in history. Can we blame him for wanting to keep his tax bill low? One of the benefits of investing in real estate is that depreciation and other expenses are deductible every year,  for a number of years. Thousands, if not millions, of Democrats, Republicans, pastors, teachers, and rabbi’s own rental real estate. A key benefit is deducting the depreciation on the building. When you deduct your depreciation, and all your other expenses,  you can lower your income tax bill. It's simple math. And if you own a LOT of real estate, you can deduct a LOT of depreciation. It’s not a loop-hole, it’s the LAW! Today, we'll do a fact check on Donald Trump's tax return and his real estate, and then Medicare expert SHELLEY GRANDIDGE joins us.  A very timely show you DON'T want to miss....MASTERING MONEY is on the air!!!  

Oct 29, 2020

With the Green New Deal--or a scaled down version of it--becoming more of  an issue every year-- there is no question the world is heading toward cleaner manufacturing technologies, cleaner forms of fuel, and advanced carbon capture technology to make coal and petroleum cleaner.  Why do we still need coal and petroleum?   Electricity!  Without fossil fuel technology, our nation would not have enough uninterrupted electricity to run cities, suburbs, airports, mass transit, schools and other facilities that simply cannot run on solar and wind.  Wall Street is gearing up to find profitable ways to take out particles of carbon into the atmosphere once it's there. We'll review one company that has already been doing it for years. Then controversial political commentator and film-maker Denesh Desouza joins us for the Q & A    A terrific show you don't want to miss--MASTERING MONEY is on the air!!

Oct 28, 2020
In case you hadn't noticed, the future is getting just a tad more unpredictable every day.  When you are putting a financial plan together for RETIREMENT, you are smart to plan for the worst while always hoping for the best.  Annuities are not for young investors. They are for those planning a retirement that is not subject to the whims of bad markets and economies.  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. That said, all four kinds of annuities are allowed by the IRS to fund an IRA Rollover. Today, Steve will review exactly WHICH annuities are leading the pack. Then Medicare expert Shelley Grandidge joins us for the Q & A.
A fact-filled show yo don't want to miss...MASTERING MONEY  is on the air!!!
Oct 27, 2020

Older Americans are selling off the stock market, slowly but relentlessly…. to junior generations.  According to CNBC, Baby boomers own an outsized helping of the market and are constantly reducing it--due to RMDs and other factors.  This is a process that is non-stop because 250,000 boomers turn 72 every ninety days. Analysts point out it will have an effect on  supply and demand for equities in the short, medium, and long runs.  Millennials, now the largest generation by population, lack the financial wherewithal to pick up the slack.  How will this long term drain, expected to accelerate over the next five and ten years, affect your investments?  What changes to your current financial plan might you make to make sure your retirement is not impacted?  We'll lay out all the statistics, with some very timely strategy choices you'll want to know more about. Don't miss it....MASTERING MONEY is on the air!!!!

Oct 26, 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!!!

Oct 23, 2020

Adults over the age of 50 manage an increasing share of the wealth in the United States. Risky investment decisions that are made as people age may have effects on both financial markets --AND individuals in later life.  FINRA, the Financial Industry Regulatory Association, performed an in-depth study recently to assess how many older Americans—those over 58 with far less time to recover from a market shock than younger investors-- were taking on TOO MUCH risk. And for those TAKING  too much risk using standard measurements, they wanted to know WHY. Well today, we'll reveal what they came up with in this really interesting study-- and how it might apply to YOU. Then Medicare expert Shelley Grandidge joins us for the Q & A.   ...A fact filled show you don't want to miss....MASTERING MONEY is on the air!!

Oct 22, 2020

Well, it is Debate Night in America again, provided both candidates pass the COVID test today. The Biden campaign has successfully made the election about one issue: COVID 19. In point of fact, the election is really about the funding of the Green New Deal, higher taxes, open borders, and free health care for illegals.  Joe Biden also wants to sell himself as “Middle Class Joe”.   But is Joe Biden,  who lives in a 7,000 square foot mansion with a ten million dollar net worth according to his public disclosures, really a middle class hero.  We have the Forbes report on his rise from a negative net worth in 2009, to ten million dollars today in the Market Intel segment. Then we'll hear from the head of the Pennsylvania Boilermakers Union, who was shocked to hear that Biden claimed they endorsed him. They didn't. You'll hear the whole story....a great show for you today, MASTERING MONEY is on the air!!

Oct 21, 2020

We often hear debate moderators ask why The United States has only four percent of the world’s population but twenty percent of the identified cases.  The question is meant to sound like a super intelligent one, putting someone like President Trump or Mike Pence on the spot.  The answer is so obvious it hurts. If you are an advanced country with  an advanced and prolific system of IDENTIFYING cases through a process known as testing--which the U.S. leads the world in-- it follows that you will record and report more IDENTIFIED cases. Today, we'll review hard data from a scientific research team on who really is denying the Covid 19 science--Blue state  governors or Red state governors? You may be surprised. Then Medicare expert Shelley Grandidge joins us.  A really interesting show you don't want to miss...MASTERING MONEY is on the air!!!!!!!!!!!!

Oct 20, 2020

On January 31st, before even one person died, President Trump shut down travel from China. On February 4th, at the State of the Union address, he committed to taking on COVID 19 with the full might of the U.S. government. Nancy Pelosi tore up that speech and instead made a video inviting people to visit China Town in mid February. Dr. Anthony Fauci is on tape explaining why he didn't like mask wearing, while CNN said that the flu was far more dangerous than COVID. It was not until March 11, forty days after Trump shut down travel, that the World Health Organization officially declared Corona Virus a pandemic! Was President Trump's response slow?  Today, we'll go over a detailed timeline, in the most non-biased way possible, taken from official published reports from January to April. We report, you decide. Then Steve lays out investment strategies designed to work no matter who is president.  A timely show you don't want to miss....MASTERING MONEY is on the air!!!

Oct 19, 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!!!   

1 2 3 Next »