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Mastering Money

Mastering Money is hosted by Certified Income Specialistâ„¢ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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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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