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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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Nov 19, 2019

The stock market continues to rise but the earnings of better companies continues to rise also, meaning you can still find good value stocks if you know where to look. That said, the stock market can be a source of GREAT wealth-building, but holds the risk that prices can fall hard, meaning you simply can’t keep ALL YOUR EGGS in that basket. In retirement, we all need a combination of income, growth, and liquidity. Because the stock and real estate markets are at all time high's, and interest rates near all time low's, many people are playing it safe right now and re-allocating their investments to better suit market conditions and their personal time horizon. Today, we'll get into the specific steps for properly re-allocating your money to make sure that you keep building retirement wealth the SMART way.  MASTERING MONEY is on the air!!!