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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 6, 2021

Question:   As an investor in or near retirement, should you own utility stocks?  And, if you do, should you make utility stocks a major part of your plan for retirement income, as some financial journalists seem to suggest?  Utilities can be a good choice for some investors seeking diversification from the broader equity market since the dividend yield of utilities averages around 3.6%, the highest of any sector, according to Jodie Gunzberg, chief investment strategist at Graystone Consulting, a Morgan Stanley business. Today, we'll review why utilities may not be your best income bet, HOWEVER, they can offer lower volatility, stability, consistency, and a reliable dividend yield that grows in size every year—IF YOU CHOOSE WISELY.  Today, Steve explains how to do just that, and then Medicare and Health Insurance expert Shelley Grandidge joins us. A great show you don't want to miss...MASTERING MONEY is on the air!!!!