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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, 2021

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Jun 30, 2021

In investing, knowledge is power. To paraphrase Benjamin Graham's investment advice--Warren Buffett’s mentor--you should strive to know WHAT you are doing and WHY. If you don't understand the game, he said, don't play it...and Stay away until you do. Being honest, most of us would say we DON’T actually understand the market. It has gotten so massive and unpredictable, pretending to know every aspect of it is foolhardy. Even Warren Buffett, during his brilliant career, only worked within a slice of the market—companies that he grew to understand very well and companies that made real money in the real economy. Buffett took a mathematical and systematic approach to investing. Today we'll review exactly how to do that, then health insurance and Medicare expert Shelley Grandidge joins us. A great show for you today...MASTERING MONEY is on the air!!!

Jun 29, 2021

Historically, there’s a 91% chance of the stock market giving you a positive return over any particular 10 year period.  Here’s the problem: the 91 percent of positive ten year periods have come AFTER recessions and poor markets. The worst ten year periods have come after long bull market expansions, like we're in now.  In or near retirement, THAT'S an important thing to consider. Question: How much of your money should be in the market, and how much OUT of the market right now? What will happen in 2021? Where will the markets be in a year. Today you will hear analysis from several investment managers, Steve will reveal how the Black Diamond Dividend Strategy works in flat and down markets to keep building wealth. Then, the famous host of the MOTLEY FOOL MONEY SHOW, Chris Hill joins us. It's going to be a great show you don't want to miss. MASTERING MONEY is on the air!!!

Jun 28, 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!!!  

Jun 25, 2021

Almost everyone has heard of Dave Ramsey, the financial radio host who helps people buried in debt--get OUT of debt. Mr. Ramsey does noble work for mostly younger, middle-income families who developed poor financial habits after high school, borrowed rather than saved, and now want a clean slate. We salute those families and Dave's mission of helping them. Dave is an expert on saving, but the financial industry points out that he is not licensed, trained, or qualified to be giving out stock market advice. Money Magazine’s headline of a major two thousand word article on Ramsey reads like this: “SAVE Like Dave Ramsey—Just DON’T Invest Like Him.” Today, we'll review that article and it may SHOCK you! Then health insurance expert Shelley Grandidge joins us for the Q & A. You don't want to miss today's show MASTERING MONEY is on the air!!!

Jun 24, 2021

Target-date funds — actively managed funds with a pre-determined asset allocation that automatically shifts as an investor ages — are an easy option for the hands-off investor, and their popularity increases every year, according to a new report. But while they have many attractive features, experts advise investors to consider all of their options before committing all their capital. And currently, the risks for a person contemplating or in retirement have never been higher for Target Date Funds. We'll examine the reasons why that statement is true on today's show, with irrefutable logic and simple math. If you want to learn what risks you may be taking that you shouldn't be taking right now, don't miss today's show....MASTERING MONEY is on the air!!

Jun 23, 2021

As we get reminded often, women have a better chance of making it to age 100 than men — in fact, 82% of the 53,364 centenarians alive in 2010 were female. There are even more today.   The ratio of females to males age 100 remains pretty steady. It’s why you hear the statistic that eighty percent of men die married, while eighty percent of WOMEN... die single.  The big problem for women is that they may spend ten years or longer on their own after their husbands pass--at a time when they may not want to be messing with investments.  It’s been found that Baby Boomers’ number one financial fear is running out of money while still in their eighties and then living into their nineties dead broke while the government robs Social Security. We'll see if that fear is justified today, and then health insurance expert SHELLEY GRANDIDGE joins us.   A timely show you don't want to miss, MASTERING MONEY is on the air!!

Jun 22, 2021

How often should YOU-- or the person you hire to manage your investments—be buying and selling the stocks you own?  Here’s something to Ponder: Every time you sell a stock, there is someone buying it who thinks you’re wrong. In fact, the math is simple:  one of you MUST be wrong and time will tell.  Who buys a stock when you sell it? SOMEONE has to, and to them what you are selling is a bargain.  Are they fools? Actually, most stocks are bought by very large very smart institutions. The price they pay you is the price they believe will make THEM money. Today, we'll take a look at just WHO buys most stocks that individuals sell, and it may surprise you. Then Steve will layout a strategy for avoiding emotional decisions with your money.  An important show for you today,  MASTERING MONEY is on the air!!!

Jun 21, 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!!!  

Jun 18, 2021

Bad news for Sean Penn, chef Mario Batali, Adam Schiff, Cal Ripken, James Comey, Dr. Oz, John Elway, Anthony Robbins, Dave Ramsey and the nearly four million other (still living) Americans born in 1960. Unless Congress acts, the Covid-19 recession will cost ALL 1960 babies about 9% of their projected Social Security benefits!  These famous people might not feel it much, but if you were born in 1960, you need to know that you have gotten a big pay cut for life,  unless Congress comes to your rescue.  For the average worker, assuming they  collect benefits for 18 years, the present value of their lost lifetime benefits would be more than $45,000 DOLLARS, due to the formula that has been in effect for decades. We'll explain exactly why today, and then Medicare and health insurance expert Shelley Grandidge will explain how to save thousands on health insurance. This is one show you don't want to miss...MASTERING MONEY is on the air!!!

Jun 17, 2021

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--MASTERING MONEY is on the air!!

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