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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 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.