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Mastering Money

Mastering Money is hosted by Certified Income Specialist™ 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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Jan 25, 2018

Could An Annuity Play A Role in Your Retirement?  …When the need for spendable, dependable income outweighs the need for never-ending growth, where do you turn? With interest rates near all-time lows, and the stock market at all-time highs, the world has flipped upside down for those planning retirement!  The ideal retirement situation would be the opposite of today: there would be HIGH interest rates on bonds, with plenty of low-priced stocks sending signals of a long bull market to come. And, it would be ideal to retire immediately after a recession, not before. 

But that’s not how things are. Bond rates are skimpy, the market may be somewhere near a peak, and a recession has to come along one of these days. With all of this, the argument can be made that today’s Baby Boomers are retiring into one of the worst possible financial environments in history—even with all the good news. Could an annuity be a fit for your financial plan? Find out today--MASTERING MONEY  is on the air!!