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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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Now displaying: Category: radio broadcast

Dec 20, 2018

There are roughly 100 million people in the U.S. today covered by defined-contribution plans such as 401(k)s, according to the Department of Labor. And each person has to figure out whether to participate in the plan and, if so, how much to save weekly or monthly. So here’s a question: When does it Make Sense to Stop Adding Money to a 401(k)?  Does it EVER make sense to STOP contributing?  The short answer is yes, according to retirement experts, especially as you near retirement. We'll review the smartest advice regarding 401ks in the Market Intel segment, then CPA Nick Stefaniak joins us for the Q & A. A big show today that you don't want to miss!  MASTERING MONEY is on the air!!

Dec 19, 2018

Secretly, we all want our investments to be “up” all the time so we can feel good, but in order to really grow wealth, buying more shares while markets are down is actually a better way to win with your investments.   All investors have one common goal in mind: to get the most return they possibly can, for the least amount of risk. Every experienced investor who has actually made money over time knows that no investment will be “up” 24/7. It has to be down sometimes, and that presents opportunity! On today's show, we'll dig into a strategy that can grow wealth whether markets are up or down, and works automatically even if you're out on the golf course. Then health insurance expert Shelley Grandidge joins us. You don't want to miss today's show ...MASTERING MONEY is on the air!

Dec 18, 2018

With the end of the year approaching, it’s time for investors to get a real handle on just what is happening with the markets, focusing on FACTS rather than opinion. So, has a bear market begun, or are we just hitting a few speed bumps?  According to Wall Street Data firm,  FACTSET, as of Mid December 2018, there were 11,136 ratings from analysts on stocks in the S&P 500.   Of these 11,136 ratings, 53.9% are ‘Buy’ ratings, 40.8% are ‘Hold’ ratings, and only 5.3% is ‘Sell’ ratings. That’s 93 percent positive or neutral. Is that the whole story? Not by a long shot. Today on Mastering Money we'll get into the details of the Factset report so that you can get a handle on where things are and where they're going. Don't miss it...MASTERING MONEY is on the air!

Dec 17, 2018

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!

Dec 14, 2018

Most investors are pretty easy to please.  All they’re really asking for with their money is twenty percent returns,  zero percent risk, and 100% liquidity!  Unfortunately, the perfect investment does not actually exist, but famous economist Roger Ibbotson has now gone on record to identify and isolate the financial asset that may offer the optimal combination of safety, yield, and liquidity that retired investors are seeking.  We'll reveal which asset he favors, and it MAY shock you Then CPA Nick Stefaniak joins us for the Q & A.  A big show today that you don't want to miss! MASTERING MONEY is on the air!

Dec 13, 2018

MANY BABY BOOMERS do more traveling as they enter their retirement years—especially in the first ten years of retirement. Where are boomers headed in 2019?
According to an AARP survey, thirty-eight percent say they have created a written “bucket list” that they hope to embark on within the next several years. Boomers have an average of eight places they hope to visit the survey says. Today, we'll reveal some of those places and what they will cost from a Wall Street Journal special report, followed up by a Q & A with travel expert Ruby Kelly. If you plan to travel next year, you don't want to miss today's show...MASTERING MONEY is on the air!!

Dec 12, 2018

How long will you stay in one particular investment? Legendary investor Warren Buffett rarely sells a stock he owns and doesn’t get rattled by market fluctuations. The idea of finding agreeable stocks or stock indexes and holding them generally is referred to as a “buy-and-hold” strategy.   Warren Buffett likes long-term investments, but he could never be classified as simply a buy-and-hold investor. He is a classic strategy-first, analysis-first investor who eliminates far more stocks than he buys--- through a thorough screening process. Once he has found his “diamonds in the rough” he holds them until they sparkle. As a matter of fact, he has always said that his favorite holding period is “forever.” Buffett epitomizes what is known as a “bottom-up” analyst.  “Bottom-up” and “top-down” investing are vastly different ways to analyze and invest in stocks, and today we'll review them to help make YOU a smarter investor. You don't want to miss today's show MASTERING MONEY is on the air!

Dec 11, 2018

No one investing strategy fits all people, and no investment strategy is right for every investor at every age! Each person has different reasons for investing--- different goals, differing time horizons-- and varying degrees of comfort when it comes to RISK.  That’s why its so important to define and articulate your own parameters. You want a clear vision BEFORE you put your money at risk.  Common sense, as with most things in life, should always prevail the closer you are to retirement age. Today, Steve will outline a proven strategy that would have increased income and net capital in both the 2000 and 2008 crashes. You don't want to miss today's show....MASTERING MONEY is on the air!! 

Dec 10, 2018

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!

Dec 7, 2018

Really, really GOOD investors are always thinking ahead. When times are good-- and there is no recession in sight--what do you suppose is on their mind?  Well…the next recession of course!    That's because if all you focus on are the obvious and current trends, you will never position yourself ahead of the crowd—which is the secret to doing really well with your investments!  Dividend growth stocks are often classified as recession-resistant. Because they keep paying investors to own them, wealth can still be built during recessions if you own stocks that keep INCREASING their dividends. Today, Steve will demonstrate just how to do that with the IQ Wealth Black Diamond Dividend Strategy. You don't want to miss today's show  MASTERING MONEY is on the air!!  

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