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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: April, 2021

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Apr 30, 2021

Investment mistakes are very easy to make, even when you take a logical approach to the market. That said, 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 many investment managers were caught off guard by the 2020 election. Many thought it was logical that if Joe Biden won the election, the market would decline. But the market went UP on election day, proving one important thing: the market is RARELY logical! But does that mean YOU can't take a logical approach to your investments? Not at all! Today, we'll examine just how to do that. Then health insurance and Medicare expert Shelley Grandidge joins us. A truly educational show you don't want to miss...MASTERING MONEY is on the air!!!

Apr 29, 2021

As Trumponomics comes to a close and Bidenomics begins, investors don’t really need to predict which set of economic policies will work the best to stimulate the economy—at least not for a while yet. Experts say it will take six to twelve months or longer to begin to see the effects of most of Biden’s economic moves. In the meantime, whose policies will end up looking better when history is the judge--Trump, or Biden? Most logical thinkers know that reining in job-killing government restrictions, lowering taxes for both job-creating corporations and tax paying Americans, and creating trade deals that bring and KEEP more factories right here in America, is a more sure path to long term economic success for OUR nation as a whole. But logic is not always the sure path to making money in the stock market. You need to know where the big boys are going, like Goldman Sachs, the Fed, and JP Morgan. We have a Barrons report on that for you today and Steve will review adjustments being made to the Black Diamond and Blue Diamond portfolios...an important show you don't want to miss...MASTERING MONEY is on the air!!!!

Apr 28, 2021

The industry of Cybersecurity is growing every year at a very steady pace with no real end in sight. Think about it: When will the day come when you WOULDN’T want your company's computer systems secure? And when will the day come that the crooks will stop trying to get in? Cybersecurity is a permanent need, and an inevitable trend. Not just for you and me, but for trillions of dollars worth of companies and governments worldwide. The move to “digital everything” has led to the sharing of a vast amount of sensitive, proprietary data in an external and internal environment across the globe. This has caused organization to fall prey to cybercrime through different forms of attacks, many of them highly publicized. In the wake of breaches and high-profile data theft, it becomes vital for an organization to not only determine future threats, but to do something about it. That's where Cybersecurity comes in--as a burgeoning industry, and as an investment. Today, we'll reveal the best way to invest in Cyber Security, Steve has a special stock pick, and then Medicare expert Shelley Grandidge joins us. A fact filled and timely show you don't to miss...MASTERING MONEY is on the air!!!

Apr 27, 2021

One of the biggest beneficiaries of the COVID-19 pandemic has been the cloud computing industry. All sorts of companies in every category—not to mention individual users-- have been increasingly adopting cloud services for storing sensitive data. It’s a trend that can only get bigger.


Cloud storage has been a growing industry for some time, but the coronavirus really accelerated the trend in 2020 and 2021. As people work from home and do more of their shopping online, the demand for cloud services continues to grow. Individual stocks and ETFs that focus on companies providing cloud services did especially well in 2020. Their returns have varied, but double-digit and even tri pre-digit returns were seen last year. With cloud demand expected to remain strong, solid growth is already happening in 2021. Cloud computing saves big corporations and small businesses both money and time. Even in a recession, Cloud Computing is service that grows in demand. Today, we'll examine the Cloud Computing industry and the investments that might pay off in 2021 and beyond.... MASTERING MONEY is on the air!!!!

Apr 26, 2021

One of the biggest beneficiaries of the COVID-19 pandemic has been the cloud computing industry. All sorts of companies in every category—not to mention individual users-- have been increasingly adopting cloud services for storing sensitive data. It’s a trend that can only get bigger. 

Cloud storage has been a growing industry for some time, but the coronavirus really accelerated the trend in 2020 and 2021. As people work from home and do more of their shopping online, the demand for cloud services continues to grow.  Individual stocks and ETFs that focus on companies providing cloud services did especially well in 2020. Their returns have varied, but double-digit and even triple-digit returns were seen last year. With cloud demand expected to remain strong,  solid growth is already happening in 2021. Cloud computing saves big corporations and small businesses both money and time. Even in a recession, Cloud Computing is service that grows in demand. Today, we'll examine the Cloud Computing industry and the investments that might pay off in 2021 and beyond.... MASTERING MONEY  is on the air!!!!

Apr 23, 2021

With politicians in Washington bent on adding to the national debt without mercy, more people want to do Roth conversions. The idea of being tax free for life has quite a ring to it!   As appealing as ROTH conversions sound, pain is involved so you need to be ready for it.  On top of that, they don’t always make sense-- according to many CPAs-- especially the closer you get to age 70 and above.   That said,  a Roth IRA can be a powerful tax planning tool. And, while tax rates are low courtesy of the Trump administration's The Tax Cut and Jobs Act this may be your last best chance to get serious about converting. Today,  we'll review  the conversion strategy known as "filling the middle brackets", and another known as  "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!!!  

Apr 22, 2021

Surveys show that Americans are getting an itch to travel again. In fact, According to AAA, more than 41.5 million Americans will travel this Memorial Day weekend, nearly 5 percent more than last year and the most in more than a dozen years.  As lockdowns ease, destinations are coming up with solutions to comply with social-distancing and disinfection rules. Here are some measures in the works. An amusement park with no lines? A beachfront resort without swimming pools? Those scenarios could unfold this summer as hotels, amusement parks, casinos and other tourist attractions reconfigure for a post-pandemic world.  After grinding to a halt during the coronavirus lockdown, the $9 trillion DOLLAR global travel and tourism industry is adapting  to an era that outlaws crowds. Today on Mastering Money, we'll examine the safest and most fun destinations for your next vacation and get help from top travel expert Ruby Kelly. A fun and timely show you don't want to miss, MASTERING MONEY is on the air!!!

Apr 21, 2021

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. Then Medicare specialist Shelley Grandidge joins us.  Don't miss it....MASTERING MONEY is on the air!!!!

Apr 20, 2021

What's the smart way to allocate money in retirement?  Should all of your money be in the stock market? After all, it is climbing nicely,  and the experts say there are bullish factors ranging from the end of the pandemic, to a few more multi-trillion dollar stimulus packages on the way.  But just because the market shows an uptrend, does that mean a person who's worked and saved for thirty years should keep all of their life savings with the Wizards of Wall Street?  We all know how that story can end. Retirement should be a beginning, NOT an end. Financially speaking, it should be the time when you can finally relax.  For most people, the goal is not to see how rich you can get --  it’s to see how GOOD  you can feel about how your money is invested and in simply living life on your own terms—doing what you want to do, when you want to do it. And, that confidence needs to be based on knowledge and smart planning, not just wishing and hoping. Today, we'll review just how you go about that. Steve has some advice and numbers to share with you that you don't want to miss....MASTERING MONEY is on the air!!!!

Apr 19, 2021

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 today, featuring timely insights from top analysts.    "MOTLEY FOOL MONEY"  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm!  First we'll update breaking financial news and get a read on all the indexes, THEN,  we'll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON'T want to miss! -- A jam-packed show --and we're READY TO ROLL !    ... MASTERING MONEY IS ON THE AIR!!!  

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