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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 7, 2019

According to Randall Forsyth writing in Barron’s, wealth taxes tend not to work--But they still might be coming your way. The much publicized difference between the poor, the merely prosperous, the rich and the ultra rich is leading to a wealth tax. It is becoming the preferred method of paying for extravagant, never-before-tried projects like Medicare for All and the Green New Deal—with price tags in the realm of SIXTY trillion dollars over the next ten years, all in!  Alexandria Ocasio Cortez says that is no problem--it is simply an INVESTMENT!  Liz Warren and Bernie Sanders are drawing big crowds at rallies on the same battle cry. Today, Steve and I will review a Barrons article on the wealth tax that you don't to miss, followed by specific pointers on comparing annuities. Don't miss today's show MASTERING MONEY is on the air!!