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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: May, 2022

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May 31, 2022

Your Daily IQ Retirement Brief 5/31/22

May 31, 2022

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.    MASTERING MONEY is on the air!!

May 30, 2022

Your Daily IQ Retirement Brief 5/30/22

May 30, 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!!!  

May 27, 2022

So, ..what factors drive return-on-investment in the stock market? We know that the stock market is all about supply and demand, but researchers have isolated multiple factors that, when properly employed, show evidence of increasing investment returns over time. Isolating and separating those factors may put an investor in the position of outperforming benchmarks like the S & P over time—or matching benchmarks with less risk—which is just as important. Global markets are made up of dozens of asset classes and millions of individual securities…making it challenging to understand what really matters for your portfolio. Today, we'll review in detail what really matters and why you need an asset allocation model built for a new financial environment. Then Medicare specialist Shelley Grandidge joins us. A big show you don't want to miss...MASTERING MONEY is on the air!!

May 27, 2022

Your Daily IQ Retirement Brief 5/27/22

May 26, 2022

Your Daily IQ Retirement Brief 5/26/22

May 26, 2022

So…what’s the REAL secret to stock market success?  We’d all love to think that there is just one secret but in the real world it comes down to avoiding big mistakes, avoiding hunches, having a logical strategy, and buying stocks that the big institutional investors have their eyes on.   The more you listen to experienced investment managers who have attained a high level of success, the one common thread is that they keep most of their money in stocks being considered or bought by the big “institutional investors.” The big mutual funds, pensions, and insurance companies are the institutional investors  considered to be the “BIG FISH” or even the killer WHALES on Wall Street. They DRIVE demand. Today, we'll show you how and why to build  your investment strategy around the Killer Whales. An important show you don't want to miss, MASTERING MONEY is on the air!!

May 25, 2022

Strenuous, stressful work can wear people down and damage their health. In that case, RETIRING can relax and reinvigorate their lives. They finally have time to follow their passions and pursue activities that enrich their lives. But for others, the risks of retirement can involve bad health and even early death, says the Wall Street Journal. Although you might think that retiring would give a person more time to go to the gym, watch their diets, take longer walks, and work on their physical fitness, the opposite often occurs. Many retirees become sedentary and watch too much TV. They eat too much. They drink too much. They smoke too much. And, sometimes, they die too soon. Researchers find that without the purpose of fulfilling work, many retirees can feel adrift and become depressed. We'll review the Journal's statistics on retirement that may SHOCK you! Then health insurance expert Shelley Grandidge joins us for the Q & A. Don't miss it...MASTERING MONEY is on the air!!

May 25, 2022

Your Daily IQ Retirement Brief 5/25/22

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