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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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Nov 6, 2020

Many investors think the only way to build wealth is to see the price of your stocks go up, however,  many more personal fortunes have been built with stock splits and dividends reinvested over time. You can't always control the price of the stock you own. But dividends are cash money that you can reinvest or spend. Warren Buffett refers to it as the SNOWBALL effect, where down markets can actually become your friend.  Stock splits happen to great companies that keep growing, year after year until the price gets too high.   Today, we'll use Amazon as an example, following it from its IPO in 1997, through its multiple stock splits, and magnificent growth. Ten thousand dollars invested  in Amazon back then would be worth more than 12 MILLION DOLLARS today! We'll examine Amazon's fascinating history, with some deep insights on how to build your own fortune. Then Medicare specialist Shelley Grandidge joins us.  Don't miss today's  GREAT show...MASTERING MONEY is on the air!!!  

Nov 5, 2020

Is the stock  market logical? For that matter, are PEOPLE logical? Investment mistakes are very 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 because he favors raising corporate taxes and the minimum wage.  But the market went UP on election day, even though Biden took the lead. Was there any logic working there?  Actually, at the professional level, it turns out the answer is... YES, and Steve will explain exactly how that logic was applied--Plus-- how one company defied the odds. A really interesting show for you today...MASTERING MONEY  is on the air!!

Nov 4, 2020

It seems everyone wants to do a Roth conversion—until it’s actually time to write checks to the IRS!  Roth conversions sound appealing, but they don’t always make sense-- according to many CPAs-- especially the closer you get to age 70.   That said,  they can be a powerful tax planning technique. The idea behind most Roth conversions is to take money from a substantial IRA account, and convert it systematically to a Roth IRA, getting rid of taxes permanently on that money.   The Tax Cut and Jobs Act lowered taxes, creating a Roth conversion strategy known as "filling the middle brackets."  We'll review that strategy, as well as the perfectly legal "Back-Door-Roth" strategy. Then Medicare expert Shelley Grandidge joins us for the Q & A.  A fact-filled show for you today that you surely don't want to miss...... MASTERING MONEY is on the air!!!

Nov 3, 2020

As America heads to the polls in what may be the most contested election of all time, you may still be on the fence regarding who to vote for. That's understandable.  It has been contentious, yet weird in many ways. We saw the first VIRTUAL campaign ever run—based almost entirely on TV ads,  funded by the biggest advertising budget ever--while their candidate spent more time in his Delaware mansion than campaigningl. He held a grand total of zero press conferences where a range of reporters could ask unrehearsed questions. Mr. Biden, who turns 78 in a week or so, seems challenged when away from the teleprompter.  If you are a progressive,  you are happy to see Joe Biden leading many polls, running almost entirely on the fact that he is NOT Donald Trump....AND,  it might work!!  You personally might hate Trump. If so, and you haven't voted yet, let's find out today exactly what you DON'T LIKE about Donald Trump.  Y'see we've got a list of little known facts that might shock you, don't miss it. Then we'll talk about Biden's tax plan...MASTERING MONEY is on the air!!!

Nov 2, 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 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!!!

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