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.
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.