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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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Apr 20, 2015

In 2007, bank CDs could still be had in the 4% to 5% range. Long term bonds were paying 5% to 6%. Barron's reports that since 2008, when interest rates started falling on bank accounts and bonds worldwide, investors have foregone over $480 billion in lost interest. The stimulus has helped borrowers and given free money to corporations to buy their stock back (driving up stock prices) but low interest rates have not had the expected result of economic expansion. Affluent savers are spending less--not just in Japan--but in Europe and the United States. Those holding cash for years are being punished. Steve and Sinclair review the Barrons article by Randall Forsyth. Steve reviews a more practical approach to the traditional 60-40 portfolio in segment 3 that can triple wealth over time while paying the income both spouses need for life.