Info

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.
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: Page 1

Dec 22, 2015

If you want to win a Nobel Prize in the arts or sciences, it’s important to be original, says Charles Sizemore of Sizemore Capital writing for Forbes. But if you want to make money in the stock market, originality is vastly overrated, especially this year.

As Sizemore says, there are many research services dedicated to following the trading moves of high-profile investors like Warren Buffett, William Ackman or Carl Icahn in the hopes of copying them. Where do they get the info?

The SEC requires that large, influential money managers report their trading moves by filing Form 13F within 45 days of each quarter end, which has created an entire cottage industry of 13F mining services that turn these reports into actionable advice.

There are even multiple ETFs dedicated to guru following, such as the Global X Guru Index ETF, the AlphaClone Alternative Alpha ETF and the Direxion i-Billionaire Index ETF.

Steve and Sinclair review these ETFs and insights from Barron's.

In the Q & A segment, Steve interviews famous Certified Financial Planning Practitioner™ and professional engineer, Jim Otar, who has published two books on the mathematical realities of retirement and what the safe withdrawal rate really is.