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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: February, 2022

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Feb 14, 2022

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!!!  

Feb 14, 2022

Your Daily IQ Retirement Brief 2/14/22

Feb 11, 2022

An annuity is a retirement account with "airbags" and a seat belt. Buyers invest a sum of money in a particular annuity, and in exchange, they’re guaranteed a steady monthly check for a set number of years, or for life, their choice. On an increasing basis, annuities are being used by retiring professionals to take the risk out of their nest eggs. In years past, pensions were common. Today, it is more common NOT to have a pension. The satisfaction rate on annuities is actually far higher than mutual funds. So why do low-information newspaper and internet journalists knock annuities? Because they are LOW on information! Today, we'll fix that and we hope some uninformed journalists are listening in. Then Medicare and 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!!

Feb 11, 2022

Your Daily IQ Retirement Brief 2/11/22

Feb 10, 2022

Your Daily IQ Retirement Brief 2/10/22

Feb 10, 2022

...Have you heard of the Rule of 36? Most people know the Rule of 72 which will calculates how long a sum of money will take to double at a certain rate of return. For example, if you're making six percent, your money will double in twelve years. It's a LAW of Mathematics. The Rule of 36 is reserved for Dividend Growth investors who reinvest dividends in companies that GROW their dividends. They get both the increase in share price over time PLUS the growth in the dividend rate over time. The results can be REMARKABLE. We'll review an excellent example today. You don't want to miss today's show  MASTERING MONEY is on the air!!

Feb 9, 2022

Your Daily IQ Retirement Brief 2/9/22

Feb 9, 2022

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 you don't want to miss...MASTERING MONEY  is on the air!!!

Feb 8, 2022

Your Daily IQ Retirement Brief 2/8/22

Feb 8, 2022

Today on Mastering Money, we begin a series on how and where to invest in the inevitable trends coming our way. Too often, investors take a haphazard approach to the market, doing it themselves or settling for a cookie-cutter portfolio from a big box brokerage.  Here’s the problem: your portfolio will likely look the same as almost everyone who walks through the door of the same age,  and answers the risk tolerance questionnaire in similar fashion. That's because the models are put together for uniformity and for legal protection for the big box broker. But where does that leave you? With a cookie-cutter portfolio that everyone else has!  That approach didn't work out so well in 2008. Today we'll review how to invest in the INEVITABLE trends coming our way. Then mortgage expert Mitch Boxberger joins us.  A great and TIMELY show for you today...MASTERING MONEY is on the air!!!

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