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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 25, 2016

The last five years before retirement and the first five years after you retire can make or break a retirement income plan. That's because the sequence of returns during your last five to ten years will determine your final retirement amount. The order of the returns you get matters. If you get great returns during the time when you didn't have much money in the pot, but your returns go south or flat when you have a lot--your results can disappoint.

Steve and Sinclair investigate outcome math for both accumulators and de-cumulators based on a research article by CFP Michael Kitces who has appeared several times on Mastering Money. In the Q & A segment, Enrolled Agent and Master Tax Advisor Doris Milton with H & R Block joins the A Team.