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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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Oct 2, 2019

So, what happens if you retire at or near a Market Peak? Have you thought about that? Statistically, people are more inclined to retire during the top end of a bull market. It only makes sense. That's when confidence and peace of mind are higher. The trouble, as we all know, is that "what goes up also comes down" and if it comes down soon after we retire, that's a problem. Also, statistically, the ten year periods following really strong ten year periods are not so hot. Withdrawing steady income from a declining balance can run a retirement off the road. Today, we'll tell the story of Donna, whose great grandparents, grandparents, and parents ALL retired during market peaks going back to 1928, 1973, and 1999, and what Donna has decided to do with her retirement. Then Medicare specialist Shelley Grandidge joins us.
Don't miss today's show MASTERING MONEY is on the air!!!