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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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Mar 26, 2019

The average interest rate on a six-month certificate of deposit was 9.1% in 1970 and 13.4% in 1980. Back then, of course, inflation was higher but so were wages on a relative basis... and those higher interest rates, plus the prevalence of pensions, allowed many retirees to generate livable income streams without invading their principal or taking risks in stocks. But two decades worth of declining interest rates have dragged yields down to a point where the idea of retiring on CDs and bonds is not feasible. Morningstar financial editor Christine Benz believes the most effective way to beat low-interest rates is with bucket planning. Today, we'll compare her idea for bucketing to the IQ Wealth System. Then Fox Business Analyst and radio show host Gary Kaltbaum joins us for the Q & A. You don't want to miss today's show, MASTERING MONEY is on the air!

Mar 25, 2019

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, 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!

Mar 22, 2019

Wouldn’t it be nice if you could buy the stock of the consensus best companies in the United States, put them in a drawer, forget about them, and wake up one day tripling your original investment--with a pile of dividends coming in every year like clockwork?  Well, of course, it would be nice, and chances are it can still be done, but the trouble is that our economy is evolving-- there are no complete “sure things.” That said,  investors who want to make real money can’t just sit on their hands.  Kiplinger recently outlined what to look for in a "KEEPER" stock--the type of stock you can hold forever if you want. Markets will rise and fall, but the companies you might classify as “keepers” tend to fall less hard and will be the first to come back because they make real profits in the real economy--AND they pay dividends. Today, we'll review Kiplinger's rules for finding KEEPER stocks. You don't want to miss TODAY'S show. MASTERING MONEY is on the air!! 

Mar 21, 2019

Many people in retirement wonder if it's too late to begin converting taxable IRAs into non-taxable Roth IRAs. All of us would prefer to be income tax-free in retirement, but converting to Roth is a case of trading short term pain for long term gain. It is easy to talk about doing, but not everyone is ready to begin the process. Well, under the new tax law, a strategy has emerged that could allow you to make the conversion with the least amount of pain. It's called "filling up the middle brackets" and we'll review it today, plus Steve will share tips on building retirement wealth...the SMART WAY. You don't want to miss it...MASTERING MONEY is on the air!!

Mar 20, 2019

Global spending on legal cannabis is expected to grow by 230% to $32 billion dollars in 2022 as compared to $9.5 billion in 2017, according to Arc View Market Research and BDS Analytics. The research is projecting that a majority of that revenue--nearly $23.4 billion dollars-- will come from the United States.  The more certain opportunity in cannabis investing may well revolve more around getting WELL than getting HIGH. Cancer patients and those with other challenging medical issues are finding serious relief. Today on Mastering Money, Steve and I will begin an educational series on this fast-growing industry, along with opportunities and risks you'll want to keep in mind. Then health insurance specialist Shelley Grandidge joins us for the Q & A. You don't want to miss today's show, MASTERING MONEY is on the air!!

Mar 19, 2019

Investors often chase hot stocks-- and with over five thousand orders for its big new jets--Boeing was stock on most investors' radar the first few months of 2019. It’s still on the radar, but for different reasons. With regulators, airlines, and entire countries worldwide grounding their 737 MAX fleets until more is known, Boeing faces increased scrutiny and potentially fast-rising financial obligations that could continue to hurt the stock. Analysts estimate that the MAX plane model accounts for approximately two-thirds of Boeing's future deliveries and about 40% of its TOTAL PROFIT, underscoring its importance to the company’s business as a whole. Today Steve and I will review an inside report on what's happening at Boeing and whether you should buy or sell the stock. Then mortgage expert Mitch Boxberger of NEXA mortgage joins us for the Q & A. Don't miss it! MASTERING MONEY is on the air!!

Mar 18, 2019

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, 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!

Mar 15, 2019

Is there a way of investing for retirement that may actually make you a happier person? A study by a Deloitte Advisory Research Group says the answer is yes. Research involving many retirees indicates there may actually be a certain way to allocate your money in retirement that can lead to less worry and a greater feeling of confidence about the future. The good news is that taking the right steps cost you nothing more, eliminates income failure from low-interest rates and can help build your overall net worth systematically. We'll share the research mentioned in the Wall Street Journal with you today along with proven methods for building retirement wealth, the SMART way. Don't miss it--MASTERING MONEY is on the air!!

Mar 14, 2019

Critics of President Donald Trump’s tax plan to significantly reduce business and personal taxes warned that the cuts would send the deficit skyrocketing by dramatically shrinking federal revenues.   A study by economists at Deutsche Bank AG before the TCJA became the law indicated that the overall impact of President Trump’s tax cuts should not elicit so much angst and fear. In fact, the report said, its impact would be in line with the tax cuts made by two other Republican Presidents: Ronald Reagan and George W. Bush.   Today, Steve and I will review a scorecard by a non-partisan think tank that calls the balls and strikes as they see them. Let's find out how this new tax law is actually doing. Then travel expert Ruby Kelly of Ruby Kelly Travel joins us for the Q & A. You don't want to miss today's show...MASTERING MONEY  is on the air!!!

Mar 13, 2019

Today there is a lot of talk about the national debt of $22 trillion dollars, and for once that talk is being led by the Democrats! We can only assume it’s because a Republican is in office and we've entered the next presidential election cycle. Did we ever leave it? ... Today, our deficits are high, but it may shock you to know that they are half of Barack Obama's deficits when compared to our gross domestic product. A key question-- are we borrowing for the right reasons? Well, China and Russia are stepping up their military and cybercrime efforts exponentially. Should we build out the military to fend them off, Or just wave the white flag and surrender? Cutting the deficit matters, but it would require cuts in Social Security, Medicare, Medicaid, and the Military. Today, we'll break down the numbers on the current deficit you need to know. Then Shelley Grandidge joins us for the Q & A. You DON'T want to miss it! MASTERING MONEY is on the air!!

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