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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 19, 2016
A CHEESE Glut Is Overtaking America! YES, it’s true—could it be that Packer fans are simply not eating enough? Or is the strong U.S. dollar and other factors causing a drop in sales? Steve and Sinclair have the Wall Street Journal inside story. Then Enrolled Agent and Master Tax Advisor with H & R Block , Doris Milton is here with ideas on how to avoid an audit!

 

May 18, 2016

Are leveraged index ETFs nothing more than a double-or-nothing bet with your investment money? Many floor traders and experienced money managers say that is exactly what they are. Leveraging means two things:  The borrowing of money and the buying of futures. They only work when the direction you pick is going in a straight line.  Industry stats show the odds of success are very poor. Steve and Sinclair break down just how these ETFs work. Then Certified Financial Planner, Certified Investment Management Analyst Murray Titterington with IQ Wealth is here to review the IQ Wealth Black Diamond Dividend Portfolio, and how screening for debt to equity ratio plays a role.

May 17, 2016

Gary Kaltbaum is here  to break down the markets after Steve and Sinclair examine why generic drugs are rising in price SIX TIMES FASTER THAN THE U.S. ECONOMY. Some prescription drugs now cost from $30,000 to $50,000 a year!! Many Americans who would otherwise buy a home, are paying for prescriptions instead. The bad news: new  generics--known as "biosimilars",  will be nearly as expensive. Are health care costs one of the factors keeping the U.S. economy from growing?  Hear what experts in that field have to say.

May 16, 2016

Gold is up over 20% so far this year--will it continue?  Gold and precious metals expert Nick Grovich joins the A-Team to dig into the facts about supply and demand on gold, silver, and platinum--along with experienced advice for mastering your precious metals decisions. Then Steve reveals the facts behind the marketing nicknames "new and next generation' and how they are referring to the identical annuity products. When does it become an improper sales practice? Steve does a fact check for our listeners. 

May 13, 2016

Not only are Apple's share prices in the tank, but many high-tech juggernaut companies--formerly the darlings of venture capitalists- are suddenly coming down to earth, says the Wall Street Journal. Steve and Sinclair review the report. Then Steve has some very important consumer tips on annuity income riders that most agents never seem to explain! Learn why the fiduciary duty of the agent is so important, why you must compare, and what the word "annuitize" means. 

May 12, 2016

2016 marks the 100 year anniversary of the Estate Tax! The tax first got started to help fund World War I. Learn the history and the possible futures of the estate tax and how it could affect you. Steve and Sinclair review a Wall Street Journal report.  Then estate planning attorney Richard Dwornik reviews several cases where husband and wife have separate trusts--is it a good idea or a bad one. Hear one story that may surprise you.

May 11, 2016

The electric car revolution has begun, and it is causing a rise in price of an important metal. Which metal other than gold is on the rise?  Try lithium!! It is the lightest metal on earth, and now Elon Musk wants more of it. Steve and Sinclair have the report.  Then CFP Murray Titterington is here to discuss the IQ Wealth Black Diamond Dividend Portfolio. Steve then breaks down important details on the difference between simple and compounded interest in an income rider.

May 10, 2016

Is the Tech Bubble crash, "Part 2" on the horizon? Silicon Valley venture capitalists are starting to think so. Uber, Zenefits, and other instant billionaire companies (that don't make a profit) are showing signs of decline.  The Wall Street Journal reports that top venture capitalists are getting worried and see parallels to the 2000 tech crash. In the Q & A,  Steve reveals what you need to know about annuity income riders that many agents typically don't explain well, or simply don't understand! Then in segment 4, we look at research that working longer statistically leads to living longer (bummer, eh?)

 

May 9, 2016

Worldwide, the dollar keeps getting stronger--even with nearly $20 trillion in debt. All of us want a strong dollar, but in the global economy, is it a good thing or a bad thing for U.S. stocks. Steve and Sinclair review a Wall Street Journal report on who wins and who loses with a strong dollar.  Then Steve reviews the difference between the various types of annuities and zeroes in on annuity fallacies that every person considering an annuity should know.

May 6, 2016

Steve and Sinclair review a Wall Street Journal report on how apps are tracking you and your shopping behavior, then CFP Murray Titterington with IQ Wealth joins the A-Team to examine dividend paying stock selection. Steve then has a special "guest":  Siri, the voice of the iPhone.

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