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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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Jun 26, 2015

Gold expert Nick Grovich of American Federated Coin and Bullion  joins the A-Team for the Q & A.  Nick will soon be a regular guest on Mastering Money. In the Getting Smart segment, Steve reviews the "770 Account" and "Bank on Yourself".  They are heavily marketed on the internet, yet are simply marketing nicknames for what is known as "Overfunded" or "Max Funded" cash value life insurance. IQ Wealth is an authority and primary resource for these types of policies. A surprise to most people-- U.S. banks utilize max funded life policies for a part of their cash reserves. American banks like B of A, Wells Fargo, Chase, and Citi owned a combined $130 billion in this asset. If you're looking for tax preferred status on a portion of your capital while shoring up your estate and long term care plan in one brush stroke, listen in. 

Jun 25, 2015

New research by Duke, Oxford, and the University of British Columbia confirms that 45% of today's jobs will be taken by automation in the next 20 years. Its been going on for some time--in the past, one factory job supported a family of four or five, with a house a mortgage and two cars. Today, two members of the household are forced to find other work and still may be at the poverty level. Even Bill Gates is warning that people are not ready for what's coming next. Steve and Sinclair review and discuss. In the Q & A, MarketWatch real estate columnist Daniel Goldstein joins the A-team. This show will air again on Saturday at 8am. Join us!

Jun 24, 2015

Are you using the "backdoor Roth IRA?" IRS income limits forbid many Money Radio listeners from contributing directly to a Roth. The back door Roth is a way to accomplish the task and build a tax free nest egg--if you meet certain requirements and don't screw it up! Steve and Sinclair discuss and review. In the Q & A, CFP® Murray Titterington with IQ Wealth answers questions on Social Security claiming and ex spouses.

Jun 23, 2015

For business owners, a defined benefit plan can result in tax deductions and retirement funding of from $100,000 to $300,000 annually, depending on which type of plan is selected. There are also "Roth-like" alternatives with more flexibility, and ways of combining several plans at once, while keeping complexity low. Steve and Sinclair review the options. In the Q & A Segment, highly rated commercial real estate attorney Christopher McNichol of the Gust Rosenfeld law firm joins the A-Team, and digs into community property issues.

Jun 22, 2015

Big pharma is making a comeback with cutting edge new drugs to do battle with alzheimers, diabetes, various forms of vaccines, oncology, and acute hospital care. Meanwhile,  the Food and Drug Administration has speeded approval of drugs. The agency approved 41 new drugs last year, the most in 18 years, and well above the average of 25 per year since 2005. 

Earlier this year Merck lost its remaining patent protection on Remicade, an arthritis drug and its third biggest seller. By 2017, it will lose protection on the cholesterol drugs Zetia, its No. 2 seller, and Vytorin. In total, about $9.5 billion, or 22% of the company’s $42 billion in 2014 revenue, could be in jeopardy through 2017. However, it has developed new drugs that could be blockbusters. Sinclair and Steve review some fascinating stats on pharmaceutical breakthroughs. Jordan Goodman, author of Barron's financial dictionary and formerly with Money Magazine, joins the A Team for a spirited Q & A.
Jun 18, 2015

Bull markets make geniuses of all investors. Professionals know the challenge involved in not only making money, but keeping it. The speed at which you can click buy or sell on an ETF can give a false sense of security. Unforced errors cost investors lots of money and experts say we are all wired to screw up investments for a list of reasons they have identified. Steve and Sinclair review the research of Dr. Meir Statman, author of What Investors Really Want, and a professor of Finance at Santa Clara University. Neil MacNeil of the 2 For 1 Stock Split Newsletter, featured on MarketWatch, joins the A-Team for the Q & A segment.

Jun 17, 2015

Are you ready to ride in a driver-less taxi?  Uber thinks you are. After raising $5 billion from investors, the ride sharing juggernaut now wants to dump the taxi drivers and go driverless. In a mad dash to be the firstest with the mostest in driverless taxi's, Uber hired away the top robotics scientists from Carnegie Mellon University in Pittsburgh. Steve and Sinclair review the controversy reported in the Wall Street Journal.  CFP® Murray Titterington with IQ Wealth joins the A-Team to talk about Social Security strategies and using software to arrive at the optimal approach.

Jun 15, 2015

Buying a home this summer or know someone who is?  You might want to close prior to August 1, when a new batch of red tape arrives, courtesy of the Consumer Financial Protection Bureau. It could affect the length of time it takes to close by up to 10 days, lock expirations, and more. Steve and Sinclair review an update by Daniel Goldstein of MarketWatch. In the Q & A segment, Sinclair quizzes Steve on an annuity that offers a 20% bonus to the income and death benefit base.

Jun 11, 2015

Have you heard about the retirement programs known as the "770 Account" or "Bank on Yourself", which can result in tax free income in retirement that may rival many other investments? They are heavily marketed on the internet, yet are simply marketing nicknames for what is known as "Overfunded" or "Max Funded" cash value life insurance. IQ Wealth is an authority and primary resource for these types of policies. Many U.S. banks utilize max funded life policies for a part of their cash reserves. In fact, American banks like Bank of American, Wells Fargo, Chase, and Citi owned a combined $130 billion in this asset which is secure, safe, and can be used for cash access with tax deferral when not taking withdrawals. Steve and Sinclair review it in Segment 2. In segment 3, the Q & A segment, gold expert Nick Grovich of American Federated joins the A-Team.

Jun 10, 2015

History can mess up your investments, according to Morgan Housel of the Motley Fool. Using history as your only screen for investments is dangerous, and dangerous is expensive in the investment world. What starts as an honest attempt to objectively study the past quickly becomes a field day of confirming your existing beliefs. Psychologists call it Confirmation Bias, and we all suffer from it. Think stocks are expensive? History agrees. Think stocks are cheap? History agrees. Think tax cuts spur economic growth? History agrees. You can win any economic argument you want using a version of history, written somewhere. You just need to be the last person on the podium. Interesting insights on Mastering Money today. In the Q & A segment, IQ Wealth CFP® Murray Titterington, formerly with Morgan Stanley and Merrill Lynch, joins the A-Team to talk Social Security.

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