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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, 2022

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Jun 30, 2022

Your Daily IQ Retirement Brief 6/30/22

Jun 30, 2022

Tough markets never last, but tough countries and tough companies do! There are the companies that weather the roughest economic storms because of the necessity of their products and services. They have dominant market shares. They strive to not only PAY a dividend every year, but also to GROW that dividend every year. And as the old saying goes, DIVIDENDS DON'T LIE!. Some companies were so tough,  they kept paying their growing dividends during the 2008 crisis, and have outperformed the S & P over ten and twenty years.  AND--They are paying those dividends NOW Many of the winners are members of the Black Diamond Dividend portfolio. Today, Steve and I will "name names"--the list of companies CUTTING or eliminating dividends, and the list  may shock you! Learn why the quality you'll find in he Black Diamond and Blue Diamond Portfolios is where you want to be!  Don't miss today's show....MASTERING MONEY is on the air!!!

Jun 29, 2022

Your Daily IQ Retirement Brief 6/29/22

Jun 29, 2022

The demand for annuities is strong despite the desperate attempts at unfounded criticism by promoters of front-loaded mutual funds-- like radio host Dave Ramsey, and elite TV billionaires like Ken Fisher-- who seem to think they are smarter than you! As we have said many times, Ramsey has done noble work helping younger middle earning Americans get out of debt. We applaud him.  But his advice for retirees has been called into question by many in the financial industry.   Every year, for the past ten years, an average of $200 billion dollars in annuities have been acquired. Memo to Dave Ramsey and Ken Fisher:  SOMEBODY is buying them, and most of them are pretty darn SMART!!   We'll review why annuities are so often used for 40k rollovers, then Shelley Grandidge joins us for the Q & A. A big show you don't want to miss  MASTERING MONEY is on the air!!!!

Jun 28, 2022

Your Daily IQ Retirement Brief 6/28/22

Jun 28, 2022

Money is in constant motion. It changes hands furiously in today’s automated world.  And, depending on the day, it's estimated that nearly two hundred trillion dollars worth of currency, stocks, bonds, real estate and commodities exist world wide. The value of those assets rise and fall based on supply and demand, sometimes over long periods and cycles and sometimes over much shorter periods--like when an unexpected event occurs. The corona virus is the current event but it will be conquered by technology. But there is a much deeper megatrend that could take your investments down, yet ironically--it is WHY the market  soon makes  startling recoveries.  We'll review exactly what that megatrend is for you today...don't miss it  MASTERING MONEY is on the air!!!

Jun 27, 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!!!

Jun 27, 2022

Your Daily IQ Retirement Brief 6/27/22

Jun 24, 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!!

Jun 24, 2022

Your Daily IQ Retirement Brief 6/24/22

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