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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

Nov 22, 2018

Happy Thanksgiving! We have a special edition of Mastering Money for you today that we hope you enjoy, including an extended edition of This Day In History! On today's Market Intel segment, we'll be talking about some Turkeys in Europe named Merkel, Macron, and a few others!! President Donald Trump has put the pressure on NATO nations to stop freeloading and get their checkbooks out. He wants them to spend more of their OWN money on the military to protect themselves as per the original NATO agreement. Is he right? Does he have his facts straight? Is the USA being taken advantage of? Well, today we'll get to the bottom of it--We have a scorecard for you of which nations are the biggest NATO freeloaders, and it may SHOCK you. Then, one of our favorite interviews from the vault with radio host Gary Kaltbaum-- who joins us for the Q & A session! MASTERING MONEY is on the air!!

Nov 21, 2018

If you have significant money in stocks, and are in or near retirement,  it can be emotionally gut-wrenching to watch the market lose over a trillion dollars worth of value in a matter of weeks—which is exactly what happened in the weeks following the U.S. mid-term elections.  It became clear that big institutional investment managers responsible for trillions of dollars of investor money,  voted “NO” on the outcome of the mid-terms. Institutional money managers don’t have time for political fights. Rather than taking a stand politically, they will simply TAKE PROFITS --especially if they fear pro-business policies could be reversed! Today, learn the relationship between politics and Wall Street sentiment, and how to adjust your portfolio for success.  You don't want to miss today's show...MASTERING MONEY is on the air!!    

Nov 20, 2018

In general, unless an exception applies, IRA owners must wait until they are exactly age 59 1/2 to withdraw IRA funds without penalty. This IRS levy is often referred to as the 10% early distribution penalty and The Age 59 1/2 Rule. Is it based on the IRA owner's actual age, or the year in which a client turns 59 1/2? And, are there some cases where you may make withdrawals at any point in the year in which you TURN fifty five? Steve will clue you in on those answers.  And, do you know how to take money out of your 401k or rollover IRA prior to age 59 ½.... PENALTY FREE?  It is actually quite a simple and legal maneuver known as a 72(t) Early Withdrawal Plan. Today, Steve will show you how easy it is! That and much more -- no matter HOW old you are!  MASTERING MONEY is on the air!!

Nov 19, 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!

Nov 16, 2018

It’s only natural--most investors try to accumulate as much money as possible to alleviate the worry of running out of it one day. And why not? The more assets you have, the less you should worry, right? If only that were true! It turns out that most retirees worry about the possibility of running out of money on a regular basis. Even a good portion of the nation’s eleven million millionaire households worry about money frequently. With the bull market in its tenth year of climbing, but looking a bit shaky, investors are nervous, especially retired investors. In decades past, retired investors could alleviate worry by simply moving over to bonds paying five to seven percent. But today, those treasury's and muni's are paying only one to three percent. Today, Steve will clearly define the problem, and then clearly illustrate the solutions. You've got questions, we've got answers--MASTERING MONEY is on the air!

Nov 15, 2018

The markets are a getting shaky... So at your age...How much of your nest-egg-money should you really be keeping at risk in the stock market? Some of it? None of it? Half of it? or, ALL of it? It turns out that risk-rebalancing according to age can make your life more simple, keep your cash flow flowing, and keep your money growing over time!  Today we’ll discuss several rules for determining your proper level of risk, and how to go about building a plan that can weather any financial storm. Mastering Money is on the air!! 

Nov 14, 2018

Social security, as much as we might gripe about it, is still the financial foundation in retirement for well over 98% of all Americans, and probably… YOU, too!!   For most people, retirement income planning BEGINS with social security benefits as the main pillar….Which is why people worry about Social Security going broke! But should they really be worried?  ….Should YOU? Today on Mastering Money, we'll explore 5 Key Myths about Social Security, and 5 Key Realities. And whether or not Social Security will be there for you is on the list!  You don't want to miss today's show...MASTERING MONEY is on the air!

Nov 13, 2018

If you’re a stock market investor and your retirement is built around how well your stocks will perform, there is a very important question you need to get serious about. And, here’s the question: What rate of return should you expect to make on your retirement Investments over the next ten years?  There are trillions of dollars floating around with millions of investors buying and selling, and not one of them cares about you! In ten years, a lot can go right, but a LOT can go wrong. And you can bet Democrats would love to see a market crash heading into 2020! Today, we'll reveal what BlackRock and Vanguard analysts say you can expect from stocks in the next ten years.  A big show today you don't want to miss.... MASTERING MONEY is on the air!!

Nov 12, 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!

Nov 9, 2018

Government spending is out of control, as usual! It doesn't seem to change no matter who is president or who controls Congress. Meanwhile the national debt keeps rising! Sometimes we hear the phrase that China is going to “call” our  Debt “due and payable” and cause a recession here in the United States.  Is there any basis to that claim? And, is China really the biggest holder of our U.S. Treasury bonds? With a debt in the range of twenty-one trillion dollars, it is a good thing to know who the debt is owed to, don't you think? Well, on today's show we have the facts for you. Then, Steve will demonstrate how to lower your overall investment fees, lower your risk and safely raise your income!  ....MASTERING MONEY is on the air!

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