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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: October, 2021

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Oct 29, 2021

Winning in retirement, at least financially, is a matter of priorities. Some folks want to double their money, regardless of the risk. They think “TALL” with their money. Others want to leave more for heirs. TheY also think “TALL” with their money.  But a new type of retiree has emerged in recent years. They don’t seek untold wealth or making their kids rich, as much as they seek true  financial independence for the rest of their lives. They want their “in-COME”  to exceed their  “out-GO” for as long as they live. That makes retiring on today's bonds an impossibility. With ten year treasury's yielding less than one percent, a new type of safe retirement asset  paying significantly more income is needed. As a result of  advanced annuity engineering the past five years , a  NEXT GENERATION retirement annuity has emerged paying higher income with a high degree of safety. In addition it and may benefit from market increases with no market losses and no cap. We'll explain in detail and then Medicare expert Shelley Grandidge joins us.  A fact filled show you don't want to miss...MASTERING MONEY is on the air!!!

Oct 28, 2021

Today on Mastering Money, a very special guest joins us.  But first.....Very few investors would consider basing their entire life savings around owning just one stock. The reason is obvious. Even with the best company on the planet, times change, things go wrong, competitors emerge and the stock price can fall.   At first glance, some investors believe diversification simply means SPREADING your risk. But is that really all there is to it? If all it took to be successful was to own lots of different stocks, without regard to WHY you own each and every one of them, then there would be no losers on Wall Street.   Everybody would win every day, and all the time. Because we know there are more losers than winners on Wall Street, it is important to truly diversify your portfolio in the smartest way possible--and according to your age.   A power packed show you don't want to miss, MASTERING MONEY is on the air!!!

Oct 27, 2021

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,  a Roth conversion 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!!!

Oct 26, 2021

A Wall Street Journal-published-report points out that many of us routinely—and even BLINDLY—rely on the advice of ALGORITHMS in all aspects of our lives today, from choosing the fastest route to the airport to deciding how to invest our retirement savings. In short, WE are programmed-- not just our phones. And we’ve come to rely on—and trust—algorithms for many things we do.  ….But should we trust them as much as we do? Research suggests maybe we shouldn’t.  Especially when it comes to high-stakes financial decisions that can affect our retirement savings.  Algorithmic trading uses computer programs to trade at high speeds and volume. Today, four fifths of all trades in the U.S. stock market are either fully or partially done by algorithms. Index funds are especially vulnerable. Today, we'll explain how to build a retirement investment strategy that can benefit from algorithms, not be crushed by them.  A very timely show you don't want to miss...MASTERING MONEY is on the air!!

Oct 25, 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!!!  

Oct 22, 2021

The smart way to build retirement wealth  is with a smarter financial bucketing plan to segment and sequester your capital into clear and distinct financial buckets, each with its own specific task and time deadline. Each dollar should have a job to do, and be good at doing it.  Traditionally, bonds were the tool of choice for protecting a portfolio from market loss while providing competitive income. That is no longer the case. Steve will tell you about a new solution that you won't want to miss. Then, health insurance and Medicare expert Shelley Grandidge joins us for the Q & A.   MASTERING MONEY is on the air!!

Oct 21, 2021

Statistically, most of the serious accidents-- and even the deaths that occur on mountain climbing expeditions--happen NOT on the way UP, but on the way back down. Ask any mountain climbing expert, they'll tell you: Coming down is much more treacherous than going up. … And the higher the mountain the more dangerous the descent.   When it comes to your investments and the four phases of your financial life, it’s very similar. You've been on a long ascent UP the mountain, financially speaking. It is known as your ACCUMULATION phase. But the higher the market goes, and the longer it lasts, the more dangerous it will be on the way down. Today, we'll show you how to retire and STAY retired.  You don't want to miss it....MASTERING MONEY is on the air!!

Oct 21, 2021

Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal.   Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats.   As the saying goes, in a bull market, EVERYONE  is a genius!  But the real measure of how well your portfolio is being managed is not so much when markets are UP, but more when markets fall flat and then reverse. How do you KNOW if your money is in the right place? Well, lets put it this way. If you find yourself FEARING the next bear market rather than relishing the idea, your money is probably allocated poorly. Today, we'll review the FOUR KEY QUESTIONS you should be asking yourself right now, and how to arrive at clear answers!  MASTERING MONEY  is on the air!!!

Oct 20, 2021

A new landmark retirement study has found that the number of Protected Households has risen for the first time since 2018. The Alliance for Lifetime Income’s annual Protected Lifetime Income Study revealed a total of  3.1 million NEWLY  Protected Households and identifies five profiles of Americans planning for retirement. This is the first time since 2018, that the number of Protected Households in the US has increased. Today we'll review exactly what that means. We'll learn why the share of protected US households grew from 37% in 2019 to 40% this year, the largest increase on record.  Then Medicare expert Shelley Grandidge joins us to clear up all the hoopla going on with Medicare. Shelley will make things clear and simple...which is something we ALL need! ....You don't want to miss TODAY's show...MASTERING MONEY is on the air!!!

Oct 19, 2021

Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal.   Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats.   As the saying goes, in a bull market, EVERYONE  is a genius!  But the real measure of how well your portfolio is being managed is not so much when markets are UP, but more when markets fall flat and then reverse. How do you KNOW if your money is in the right place? Well, lets put it this way. If you find yourself FEARING the next bear market rather than relishing the idea, your money is probably allocated poorly. Today, we'll review the FOUR KEY QUESTIONS you should be asking yourself right now, and how to arrive at clear answers!  MASTERING MONEY  is on the air!!!

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