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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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Jan 24, 2020

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 and then get some planning insights from CPA Nick Stefaniak. An important show you don't want to miss  MASTERING MONEY is on the air!!

Jan 23, 2020

Target-date funds — actively managed funds with a pre-determined asset allocation that automatically shifts as an investor ages — are an easy option for the hands-off investor, and their popularity increases every year, according to a new report. But while they have many attractive features, experts advise investors to consider all of their options before committing all their capital. And currently, the risks for a person contemplating or in retirement have never been higher for Target Date Funds. We'll examine the reasons why that statement is true on today's show, with irrefutable logic and simple math. If you want to learn what risks you may be taking that you shouldn't be right now, don't miss today's show....MASTERING MONEY is on the air!!

Jan 22, 2020

Most investors, especially in or nearing retirement, seek to reduce risk while growing capital prudently in the stock market. Gains are nice, but large drawdowns are sickening, especially in retirement when you don't have an income stream from a full-time job and time is no longer on your side.    
When time IS on your side, and because most bear markets tend to last only six months to two years at the most, you are able to rebuild the value of your account simply by staying put on not rushing for the exit. The only people who lost in 2008 and 2009 were those who sold at the bottom. The market has some room to run according to experts, but we all want to keep a good share of money OUT of harm's way. But are bonds the answer for the safe money side of your plan? Today, we'll examine why Warren Buffett says that bonds are a terrible investment. Then health insurance and Medicare Specialist Shelley Grandidge joins us.  You don't want to miss today's show...MASTERING MONEY  is on the air!!

Jan 21, 2020

With the New Secure Act in place, and the Trump Tax brackets at risk of being blown up when he leaves office one day, many retirement-minded people who can do the math are converting at least some of their IRA money to Roth IRAs, or to cash value life insurance, which when properly structured, may provide tax free retirement income, long term care benefits, and a legacy for heirs all in one asset. But you truly do need to work with an ethical agent to get the right policy, and to get that policy set up right!  So, is life insurance a good investment? Well, actually life insurance is not an investment at all, even though it is sometimes sold that way. Today on Mastering Money, Steve and I will break down whole life insurance and index universal life to the basics, making it easy to understand. Then estate planning attorney Libby Banks joins us.  A great show you don't want to miss...MASTERING MONEY is on the air!  

Jan 20, 2020

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, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you to an exclusive broadcast of the Motley Fool Money Show--plus money-making and money-SAVING ideas from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Jan 17, 2020
Eighty percent of men die MARRIED. Eighty percent of WOMEN... die SINGLE. And because many women are younger than their husbands, their period of time living alone can be five to fifteen years or longer.  Add to that... the reality that women are much more likely to become care-givers for a parent and potentially their husbands at some point. Consider this statistic:  In her 60s a woman’s estimated lifetime risk of developing breast cancer is one in eleven, but for women developing Alzheimers it is one in six. So not only might a woman live for a very long time in her elder years, her odds of doing it with dementia are also high.  Today we'll review how more and more retired couples are re-thinking and re-engineering their portfolios to plan for the woman of the house. Don't miss it....
MASTERING MONEY is on the air!
Jan 16, 2020

Steve Jurich

Wed, Jan 15, 11:24 PM (10 hours ago)
 
 
 
to KENNETHKenme
 
 
 
 
 
 

The Secure Act passed by Congress and signed into law by President Trump in late 2019 will greatly affect some taxpayers and have zero net effect on others. For example,  if you have kids and grandkids you want to leave some money to...well...your IRA just became a big tax time bomb for your heirs!. That’s because the lifetime Stretch IRA has been eliminated beginning right now in 2020.  That said, all stretch IRAs initiated in 2019 and before are all grandfathered in, with no effect. But there are several other new details that you need to know including a shocker when it comes to Roth IRAs and Roth conversions! Today on Mastering Money Steve and I continue our deep dive into the Secure Act and our bench is DEEP!   Independent CPA Nick Stefaniak also joins us! Our goal is to make sure you know where you stand in 2020 and beyond...  You definitely don't want to miss today's show, MASTERING MONEY is on the air!!! 

Jan 15, 2020

What if you had a magic calculator that could tell you just when to get into the market and when to get out? That would certainly be a popular gift item, but there's one problem. No such thing exists! That doesn't stop MILLIONS of people with money in the stock market from trying to TIME IT. JP Morgan's new retirement guide points out what many researchers have already discovered: if you are out of the market at the wrong times, you will destroy your overall returns. In fact, if you missed only the TEN best days of the market over the past ten YEARS, your return would have been cut in HALF. If you missed the twenty best days, your return would be negative!! Find out how to build a REAL strategy with your investments today in a fact filled Market Intel Segment. Then senior mortgage officer Mitch Boxberger joins us! Don't miss it, MASTERING MONEY is on the air!!

Jan 14, 2020

The New Secure act passed by Congress and signed into law in December by President Trump has some good news and somebad news, depending on the size of your IRA accounts, and whether or not you want to leave money to heirs with a bit of tax savings. The Stretch IRA is gone, and some people can wait until age 72 to begin their RMDs, but others can't. We'll discuss that in the Market Intel segment followed by estate planning attorney Libby Banks who will explain why many trusts, perhaps yours, will need to be reworded to match the rules of the new legislation. You don't want to miss this fact filled show ...MASTERING MONEY IS ON THE AIR!!

Jan 13, 2020
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, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you to an exclusive broadcast of the Motley Fool Money Show--plus money-making and money-SAVING ideas from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!
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