Sinclair discusses opportunities in small cap stocks and the "7 Deadly Sins" of attempting to cash in on them. CFA Jim Gentrup of Val Vista Capital Management joins the A Team in Segment 3 to discuss screening methods for small caps stocks that he has worked with for 28 years. Steve, Sinclair, and Mr. Gentrup will be appearing in the IQ Wealth-Val Vista Capital Management Retirement Workshop at the Tempe Center for The Arts. Reservations required. More details available at IQWealth.com or call 480-902-3333
Sinclair reviews the top five triggers for income tax audits as reported on Fox Business and the National Association for Enrolled Agents. CPA Nick Stefaniak joins the A Team for the Mastering Money Q and A in segment 3 discussing the home office and home equity loan tax deductions. Senior Loan Officer for AmeriFirst Financial, Michael Freeman. The company funded over $1 billion in mortgages in 2014. Michael brings us up to date on what's really happening in the mortgage world right now as rates creep upward. There are still some excellent programs at exceptional rates.
Sinclair examines the growing margin debt on the New York Stock Exchange (nearly a half trillion dollars) which is now at an all time high.The debt is now higher in relative terms than 1929, 2000, or 2008. In the Q and A segment, a listener emails the A Team regarding the inaccuracies and lack of accountability of many stock picking guru's. Steve discusses the phenomenon of shrinking world population due to declining birth rates--another contributing factor to world wide deflation.
Steve and Sinclair dissect the rules of Inerited IRAs in segment 2, while Dan Shaffer of Shaffer Asset Management joins the A Team for segment . In segment 4, Steve points how a SWOT analysis can help organize and formalize your retirement strategy.
Sinclair and Steve analyze the safety insurance of companies in segment 2. We invite professional relationship psychologist Dr. Karen Sherman to give us insights on revitalizing marriage and relationships, just in time for Valentines' Day!
Can you make money with stock splits? Sinclair and Steve review strategies buying shares of companies before the stock splits. In the Q & A segment, stock split specialist and publisher of the 2 for 1 Stock Split Newlsetter, Neil Macneil joins the A team with his insights.
Sinclair reviews insights from Vanguard's John Ameriks and AARPs Jean Setzfand who both promote the idea of separating income money from investment money in a retirement portfolio (bucketing). Steve and Sinclair welcome ASU real estate researcher Michael Orr for Q & A.
Steve and Sinclair discuss the fact that the age groups of 90 and 100 plus are growing at twice the pace of U.S. population growth as a whole. MBA and elder law attorney Ian Kasegowa of Gormand and Jones Law Firm joins Mastering Money to discuss medicaid planning trusts.
Sinclair reviews the risks of unconstrained bond funds being offered by Double Line, Loomis Sayles, Janus and others which the Wall Street Journal reports are laced with derivatives and junk bonds. Q & A today: Matt Griffin Payson Petroleum
Steve and Sinclair were joined by the one and only Steve Forbes, CEO of Forbes Media. Calling in from New York, Forbes discusses oil prices, jobs, the dollar, and the Fed. In segment two, Sinclair also reviews an article appearing in Time Magazine regarding the growing use of annuities in IRAs by a new wave of retirees.