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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 7, 2015

Dr. Laurence Kotlikoff is the noted authority on Social Security. Sinclair and Steve review some of Dr. Kotlikoff's "34 Things You Need To Know", including spousal benefits and special rules for divorcees. Which method of claiming S.S. is best for you? What can you do if you have already started claiming? We dig in for answers. In the Q & A segment, CFP® Murray Titterington with IQ Wealth Advisory, LLC joins the A- Team to talk Social Security.

May 6, 2015

Got Milk?  Steve and Sinclair explore what's happening in one of the key agricultural industries in the U.S., the fluid milk business. People are drinking less milk and kids are drinking half as much as the previous generations. Coca Cola is trying to make milk cool again. Will it work? Let's talk about it. In the Q & A, Jerry Brown (no, not the governor) the Public Relations director for St. Mary's Food Bank joins the A-Team. Some of the statistics for their accomplishments will blow you away. Giving a little helps a lot, even if it is one kid that gets some milk to drink or peanut butter to eat tonight. It's cool to give and help! And Jerry is a fun interview!

May 5, 2015
Should you use your trust as the beneficiary of an IRA?  Only if it is worded properly. Recent court cases point to more accuracy being needed in the wording of your trust. Steve and Sinclair review the basic rules for trusts being used as IRA beneficiaries, then Attorney Ian Hasegowa with the Gorman & Jones law firm, joins the A-Team to answer critical questions on this timely topic.

 

May 4, 2015

Steve and Sinclair review the remarkable growth of nuclear submarines around the world. Suddenly, China now has the capability of hitting Hawaii from a sub near the Chinese shore, and the west coast from a sub in the mid-Pacific. Earlier this year, Sweden spotted a Russian sub in its waters. The production and acquisition of modern day, strike-capable nuclear subs will double over the next 9 years according to Naval intelligence and private tracking firms. In the Q & A segment, Tom Sigrist and Aaron Cardwell join the A-Team to discuss low interest rate, non recourse commercial financing for commercial projects in the $2 million to $50 million range, from HUD, Fannie Mae, and Freddie Mac. If you're a real estate investor, don't miss this interview.

Apr 29, 2015

Steve and Sinclair review 3 key Social Security Strategies including file and suspend and maximizing the spousal benefit. In the Q & A segment, CFP® Murray Titterington with IQ Wealth Advisory Group, LLC, joins the discussion to review the "start-stop-start" strategy.

Apr 28, 2015

Steve and Sinclair focus on real estate today, reviewing the potential opportunity in a high end mall REIT that Barrons thinks is underpriced and potentially a bargain. Michael Orr of the Cromford Report and the WP Carey School of Business joins the A-Team for the Q & A session.

Apr 27, 2015

Steve and Sinclair review the Barron's Big Money Report, Spring of 2015 Edition, just released over the weekend. Hear key insights from the nation's leading institutional managers on markets, individual stocks and interest rates. See who is bullish, bearish, and neutral. Dan Shaffer of Shaffer Asset Management joins the A-Team for the Q & A, and Steve reviews how circuitbreakers work on the New York Stock Exchange.

Apr 23, 2015

How exactly is your Social Security benefit calculated by the Social Security Administration? Sinclair and Steve review the process as seen on Fox Business. Hedge fund manager Jim Gentrup, CFA, joins Steve and Sinclair for the Q & A, and reviews his intricate process for selecting small and microcap stocks, with $90 million to $800 million in capitalization. Mr.Gentrup manages two portfolios for clients.

Apr 22, 2015

It comes as a surprise to many that U.S. banks are some of the biggest buyers of cash value life insurance in the world. Because of the guarantees, safety level, and tax advantages, over 64% of banks now buy high cash value life insurance for their reserves. Bank ing regulations allow banks like Bank Of America, Wells Fargo, and JP Morgan Chase to use cash value life insurance as bank reserves, insuring their employees and executives. Have you heard of the "770 Account", or "Bank On Yourself", or "Overfunded Life?"  These are all marketing terms for the same concept, which simply involves systematically reducing the death benefit of a high quality cash generating policy in order buy less life insurance and build up more cash. Constructed properly, the policy owner may then access cash values with tax free policy loans at exceptional rates of income. Steve and Sinclair analyze and compare on today's Mastering Money.

Apr 21, 2015

Social Security will run out of funding in 2033 without a set of  "fixes". Steve and Sinclair review the fixes and compare their popularity according to polls. Dan Shaffer, who appears on Neil Cavuto this evening, joins Mastering Money in segment 3.

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