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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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Feb 13, 2020

Retirement is supposed to be easy.  This is the time in your life when you want to start relaxing and enjoying your life. You have put in your time…you want to reap the rewards. Twenty years ago, the secret to retirement was to move half of your  money to bonds paying five to seven percent…. You got the SAFETY you needed-- and typically enough interest  to keep you from worrying about your money. But twenty years ago,  you were likely PERTURBED because the rate on a ten  year treasury was dropping all the way “down” to five or six percent!   Today, a ten year treasury bond is paying less than one point seven percent!   Yet the advice you get from a big-box-brokerage like Vanguard, Fidelity, or Edward Jones,  is to keep buying those bonds paying the lowest interest in one hundred years. Today, Steve and I will break down what a huge risk you may be taking, and how to fix it. Then CPA Nick Stefaniak joins us for the Q &A to talk taxes. Don't miss today's show MASTERING MONEY is on the air!