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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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Dec 18, 2015

It's Christmas and we will all be spending a little more. According to a study of 4,500 Dutch consumers in the Journal of Economic Psychology, unhappy people save less, spend more and have a higher propensity to consume. Americans are spending just as fast as Europeans, says the University of Utah. Researchers are finding that we are all spending money--often more than what's coming in--for a new set of reasons.

Many retiring professionals continue to spend $80,000 to $120,000 annually after retirement and have no intention of slowing down or cutting back. If a couple spends $100,000 a year, they will need $3,000,000 to come from somewhere--that's without LTC or inflation.

What drives us—the majority of people in fact-- to spend too much even when we seem to make all the right moves? Steve and Sinclair review an intriguing report from the Wall Street Journal. Then, in the Q & A segment, Steve reviews his method for addressing all of a client's liabilities, and the step by step process involved in building a durable retirement income plan, while also growing capital.

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