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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 27, 2015

Nationally renowned Social Security expert Dr Laurence Kotlikoff joins the A-team to provide current answers on social security claiming strategies. With over 2,786 rules in the Social Security Rule Book, Dr. Kotlikoff's software system has simplified the claiming process. IQ Wealth is a licensee of the Kotlikoff system, and CFP® Murray Titterington with IQ Wealth uses the system on a regular basis on the IQ Wealth income platform. In the Q & A segment, Sinclair, Steve, and Murray provide the Q's, and Dr. Kotlikoff provides the "A's".