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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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May 22, 2019

Question: do the rich GET rich at the expense of the poor? Many people believe that the rich ONLY become rich at the expense of OTHERS. This world view is called “zero-sum thinking” because its adherents regard economic life as a zero-sum game, just like tennis, where one player has to lose for the other to win. Dr. Rainer Zitelman, writing in Forbes pointed out the flaw of zero-sum thinking. Zitelman was awarded his first doctorate in 1986 and his second Ph.D. in 2016-- and has written 22 books. In Forbes, Zitelman recalled the German poem: “Said the poor man with a twitch: Were I not poor, YOU wouldn’t be rich.” Today, we'll explore how Zitelman blows up that myth in a special evidence-based report you don't want to miss. Then Steve has three key tips for building retirement wealth the SMART way. MASTERING MONEY is on the air!

May 21, 2019

For over five years, European nations have been trying to jump-start their ailing economies with what was supposed to be a radical, short-term remedy—negative interest rates.  Instead, central banks can't see, to wean their economies off of them. Increasingly, says the Wall Street Journal, negative rates on bank accounts and even treasury bonds appear to be a permanent feature of the landscape says the Wall Street Journal. Could it happen in the U.S.? And did you know why low-interest rates--which are designed to STIMULATE the economy,  can LEAD to recession and DEE-flation, not IN-flation? We'll review the full report, and then Steve reviews key planning tips for building retirement wealth the SMART way!   MASTERING MONEY is on the air!!

May 20, 2019

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—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 a whole lot more you SURELY won't want to miss! -- MASTERING MONEY IS ON THE AIR!

May 17, 2019

Once upon a time, the idea of being a millionaire was seen as the ultimate pinnacle of financial success. It meant you had made it—with no worries about ever running out of money. Somewhere along the way, something happened. Today, a million dollars is still a lot of money, but we have all seen how fast it can get cut in half by a poor market followed by a recession.  Today on Mastering Money, we wondered if you were curious about just how many other people in America have amassed a million dollars?  Steve and I will take a deep dive into reliable estimates of the number of millionaires in the USA, as well as those with two million, three, four, five,  and ten million dollars America today.  Then Steve answers some tough questions on how to build retirement wealth, the SMART way. MASTERING MONEY is on the air!!! 

May 16, 2019

Dividend Aristocrats are large cap, blue chip companies from many different industries that have all demonstrated a healthy balance between capital growth and dividend payouts. The S&P Dividend Aristocrats Index has outpaced the S&P 500 over the past decade. According to S&P, Dividend Aristocrats generated an annualized return of 16.6% over the past 10 years, topping the S & P's 15.1% return. Dividend Aristocrats are companies that have raised dividends a minimum of 25 years. Today in the Market Intel segment, we'll define the differences between Dividend Aristocrats, Champions, Contenders, Challengers, and Achievers--and reveal insights on the Black Diamond and BLUE Diamond Dividend Growth Portfolios. MASTERING MONEY is on the air!!

May 15, 2019

With the stock market so unpredictable, and interest rates so low, retirees and those nearing retirement are left with fewer and fewer investment choices. Retirees naturally gravitate to safer investments in retirement. It can be said that doing so is a sign of intelligence because the idea of starting over or losing ten years of savings in a matter of months makes no sense at all past the age of fifty.  After the huge market swings in December of 2018 and again in May of 2019,  many investors have confirmed what they already knew. Their risk tolerance and time horizon are no longer the same. The demand for a safe asset that pays far more than a bond or bank account, and that can share in market-linked gains without any market losses is rising in demand. Today, we'll define exactly what a Next Generation Fixed Index annuity IS, and what it can DO for your retirement. You don't want to miss today's show, MASTERING MONEY is on the air!!

May 14, 2019

...Is a million enough? Increasingly, financial experts are warning that a million dollars are simply not enough to retire on for an affluent couple looking forward to maintaining the same lifestyle post-retirement--with some added travel, hobbies, and potential uninsured medical issues. It’s been discussed many times in the past that hitting seven figures doesn’t guarantee a life of Riley, but now on an increasing basis, financial experts are sounding a clear warning. Low-interest rates, poor markets, political change,  inflation, and rising taxes will likely cause many retirees to run short of money in their mid to late 80s. We'll explain why you need to plan ahead. Then one of our favorites--Fox Business analyst Gary Kaltbaum joins us for the Q & A. You don't want to miss today's show. MASTERING MONEY is on the air!!

May 13, 2019

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—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 a whole lot more you SURELY won't want to miss! -- MASTERING MONEY IS ON THE AIR!

May 10, 2019

Many people planning retirement tend to focus almost entirely on getting the greatest return possible in the shortest period of time in the stock market. The problem is that it can push retired investors toward riskier momentum stocks at exactly the wrong time of their lives. We all want higher returns on investments but those gains can be temporary. The decision on how you will pay yourself a monthly retirement paycheck, PERMANENTLY, is even more important! Get it right, and you're on our way. Get it wrong, and you have a problem! Today, we'll compare popular income replacement strategies including the Systematic Withdrawal approach and the "Segmentation" or Bucketing approach. You don't want to miss today's show... MASTERING MONEY is on the air!

May 9, 2019

It’s almost a certainty that in the decades ahead taxes will RISE. The specter of that becoming reality is why many people start contributing to Roth IRAs, or even more proactive—converting current traditional IRAs INTO ROTH IRAs.   But there are consequences. And that’s what leads to the question:  Should You Start a Roth Conversion …..Or Not?  There are several rules of thumb that CPAs point out. We'll review those today, and then hear directly from a CPA with a Masters Degree in Taxation, Nick Stefaniak. An informative show you don't want to miss, MASTERING MONEY is on the air!! 

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