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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: March, 2022

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Mar 17, 2022

Your Daily IQ Retirement Brief 3/17/22

Mar 17, 2022

Have you wondered who is right about raising or lowering corporate taxes? How do corporate tax rates affect the economy, the stock market, and American wages? According to the Tax Foundation, one of the most significant provisions of the Tax Cuts and Jobs Act of 2017 was to permanently lower the federal corporate income tax rate, decreasing it from 35 percent to 21 percent. Prior to the Tax Cuts and Jobs Act, the U.S. combined corporate income tax rate was the HIGHEST in the world. Many corporations fled the country, taking jobs and tax revenue with them, to countries like Ireland which has a 12.5% corporate rate. Today, we'll explore the empirical evidence on corporate tax rates, and it may shock you!  You don't want to miss today's show. MASTERING MONEY is on the air!!

Mar 16, 2022

Your Daily IQ Retirement Brief 3/16/22

Mar 16, 2022

Many people invest in bond funds with the motive of preserving capital and reducing risk. While it sounds sensible and has worked for many decades in the past, it is not working now because interest rates are at historic lows.  As of today, nearly 80% of Morningstar's taxable bond funds and over 90% of municipal bond funds have lost money so far this year. For example, the Vanguard Total Bond Index fund has lost 1.6 percent this year, even after factoring in a 2.6 percent yield! Find out why bond funds are losing so much money and could KEEP losing money for the next five years. Then health insurance and Medicare expert Shelley Grandidge joins us for the Q & A.  A great show today you don't want to miss  MASTERING MONEY is on the air!!

Mar 15, 2022

Your Daily IQ Retirement Brief 3/15/22

Mar 15, 2022

If you’re smart, tax planning is a year-round activity.  And, if you are even smarter, you will pay attention not only to the  ALLOCATION strategy for your investments, but also your LOCATION strategy. Knowing WHERE to locate your various investments inside OR outside of IRAs and Roths is something that is easily done with a little planning upfront. For example, many investors will pay taxes on mutual funds this year even though they never took out a penny from their account. They--and maybe you--will get charged for capital gains that occurred in the fund during the year even though you didn't cash in. Today, we'll point out to avoid unnecessary taxes with your investments . An important show you don't want to miss  MASTERING MONEY is on the air!!

Mar 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!!! 

Mar 14, 2022

Your Daily IQ Retirement Brief 3/14/22

Mar 11, 2022

Secretly, we all want our investments to be “up” all the time so we can feel good, but in order to really grow wealth, buying more shares while markets are down is actually a better way to win with your investments.   All investors have one common goal in mind: to get the most return they possibly can, for the least amount of risk. Every experienced investor who has actually made money over time knows that no investment will be “up” 24/7. It has to be down sometimes, and that presents opportunity! On today's show, we'll dig into a strategy that can grow wealth whether markets are up or down, and works automatically even if you're out on the golf course. Then health insurance expert Shelley Grandidge joins us. You don't want to miss today's show ...MASTERING MONEY is on the air!

Mar 11, 2022

Your Daily IQ Retirement Brief 3/11/22

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