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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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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!!