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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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Apr 20, 2015

In 2007, bank CDs could still be had in the 4% to 5% range. Long term bonds were paying 5% to 6%. Barron's reports that since 2008, when interest rates started falling on bank accounts and bonds worldwide, investors have foregone over $480 billion in lost interest. The stimulus has helped borrowers and given free money to corporations to buy their stock back (driving up stock prices) but low interest rates have not had the expected result of economic expansion. Affluent savers are spending less--not just in Japan--but in Europe and the United States. Those holding cash for years are being punished. Steve and Sinclair review the Barrons article by Randall Forsyth. Steve reviews a more practical approach to the traditional 60-40 portfolio in segment 3 that can triple wealth over time while paying the income both spouses need for life.

Apr 17, 2015

Steve and Sinclair discuss classic cars with Craig Jackson of Barrett Jackson.

Apr 16, 2015

For some people, the required withdrawals coming out of their IRAs is a welcome cash flow into their checking account. For others, it is a tax nuisance—they would much rather just keep the money accumulating tax deferred, but Uncle Sam has other ideas. Steve reviews the rules for RMDs and shows how to increase your estate and create more wealth with with Required Minimum Distributions.

Apr 15, 2015

Many owners of long term care policies are receiving notices of increasing premiums or reduced benefits. Many carriers have exited the LTC business,  including MetLife, Allianz, and Prudential Financial, but are required to honor existing policies. A year of long term care now averages $92,000 annually and is expected to DOUBLE in fifteen to twenty years. Barron's says that individuals with a net worth of $500,000 to $5,000,000 should explore low cost insurance alternatives. Steve and Sinclair dig in and clarify.

Apr 14, 2015

Warren Buffett lectures Americans about paying more of their "fair share" in taxes, yet he has created a loophole that cuts his rate to 17.3% and avoids up to $38 million annually in taxes. Sinclair and Steve break it down.  Ed Easterling, co-author of Bulls Eye Investing published by John Wiley & Sons and the editor of CrestmontResearch.com, brings his unique analysis of the markets to Mastering Money in segment 3.

Apr 13, 2015

The Rule of 100, also known as "Your age in bonds" worked well for retirees when bonds paid 5%, 6%, 7%, or 8% which was the norm for sixty years. Retired investors still need to keep their core nest eggs secure and using age as a gauge still works, but not with bonds. The A-Team digs for answers. In The Q & A, former Money Magazine Journalist Jordan Goodman joins Steve and Sinclair to continue the discussion. Steve summarizes the IQ Wealth Strategy in Segment 4.

Apr 9, 2015

For the first time in history, a major industrialized nation's 10 year treasury bond has gone to a negative interest rate. Investors in the Swiss 10 year bond now receive a negative coupon rate for 10 years, guaranteed. Meanwhile, Mexico has successfully issued a 100 year bond at 4.2%. Crazy? Yes. Steve reviews overfunded life insurance in segment 3.

Apr 8, 2015

A close look at Social Security claiming strategies and calculations in the Getting Smart With Your Money segment. In segment 3,Certified Financial Planning Practitioner® Murray R. Titterington joins the A Team to review IQ Wealth's advanced social security software and several case histories.

Apr 7, 2015

The A Team examines the pro's and con's of target date funds, and how they could be at greater risk than ever. Morningstar's Christine Benz's ideas for simplifying bucket strategies are in the crosshairs. Dan Shaffer of Shaffer Asset Management joins us after his interview yesterday on the Neil Cavuto Show, Fox Business.

Apr 7, 2015

Christine Benz of Morningstar writes about bucketing in her regular column on the Morningstar website. She is aware that any advisors and journalists have been scrambling for solutions to protecting lifetime income for retirees who are now living longer and living more fully in their 70s and 80s. We look at her recent article in segment 2, and then clear up confusion on annuity lingo in segment 3.

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