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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 29, 2016
In Warren Buffett's annual letter to investors, he once again emphasizes that "Bond funds should come with a warning label."   Today on Mastering Money, Steve and Sinclair discuss and review a Wall Street Journal report about how investors confuse bonds--where principal is protected--and bond mutual funds/ETFs--where there is no principal protection. Finra is concerned that many advisors are still pushing bond funds as being "safe" when indeed bond funds have entered a new era of risk and may be a threat to the retirement plans of many.
 
In the Q & A segment, Commercial Real Estate attorney Christopher McNichol joins the A-Team to educate on buying tax liens as an investment.