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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: August, 2022

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Aug 31, 2022

Daily IQ Retirement Brief 8/31/22

Aug 31, 2022

Historically, we’ve always referred to the traditional sources of retirement income as a three-legged stool, composed of:
1. Government entitlement programs (Social Security and Medicare)...2. Personal savings and investments ...and , 3. Employer-sponsored defined benefit plans like pensions.  In the past, retirees could typically count on ALL three sources for retirement income roughly divided into thirds. With this traditional scenario, both the government and employer-sponsored plans were considered predictable, reliable income sources that may also be adjusted for inflation. So two thirds of your plan for retirement was set. Only one-third was the responsibility of the individual. Today, TWO thirds of the responsibility is yours, and the other leg--Social Security--is getting a little loose in the screws. Today we'll examine how COVID 19 may affect your Social Security, and then Medicare specialist SHELLEY GRANDIDGE joins us for a show you don't want to miss!  MASTERING MONEY is on the air!!!

Aug 30, 2022

Daily IQ Retirement Brief 8/30/22 

Aug 30, 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.  A VERY timely show you don't want to miss...MASTERING MONEY is on the air!!

Aug 29, 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!!!

Aug 29, 2022

Your Daily IQ Retirement Brief 8/29/22

Aug 26, 2022

People who don’t like losing money in the stock market are often described as “risk-averse”. In reality, behavioral scientists will say that you may not be RISK averse, but rather LOSS averse. There is a difference, and it matters when you are designing your financial plan.  Las Vegas is loaded with people who are not risk averse. In fact, they take pleasure  in taking a risk.   But all of them are LOSS averse. Today, we'll clearly define the difference and why you need to know it when determining HOW to allocate your investments for retirement, and it may SHOCK you! Then health insurance and Medicare expert Shelley Grandidge joins us for the Q & A.  An important show you don't want to miss....MASTERING MONEY is on the air!!

Aug 26, 2022

Your Daily IQ Retirement Brief 8/26/22

Aug 25, 2022

So, what's going on with these crazy markets again?  Can you spell "robot"?  Every time volatility returns to the market, some investors appear to be shocked that Wall Street is not as safe as an index annuity or a bank CD!   Face it.  Stocks go up… and stocks go down…then up again. They always have and always will. In fact, it’s because they DO go up and down that you actually have a chance of making good money. If there were no risk, there would be no way to make a gain.  So, how do you play a volatile market today?  Three words:  "quality, quality, quality." Buy companies, not stocks, and only buy companies that make real money! Today, we'll explain in detail what's happening with algorithmic trading right now, how it is at the root of these big swings, but more important:  exactly what to do to keep building and protecting YOUR retirement money, the Smart Way.  Don't miss it....MASTERING MONEY is on the air!!

Aug 25, 2022

Your Daily IQ Retirement Brief 8/25/22

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