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Mastering Money

Mastering Money is hosted by Certified Income Specialistâ„¢ 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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Now displaying: Page 1

Feb 16, 2017

The term "penalty for early withdrawal" was once considered a negative, but recent studies show that investors and savers overwhelmingly prefer owning some accounts that DO have restrictions on liquidity. In fact, one UCLA study revealed that some families increased their savings by 337% when more of their money was restricted. Steve and Sinclair have the Wall Street Journal Report. Then CPA Nick Stefaniak is here for the Q & A.