Info

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.
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2019
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: Page 1

CLICK TO GO BACK TO IQWEALTH.COM

Mar 26, 2019

The average interest rate on a six-month certificate of deposit was 9.1% in 1970 and 13.4% in 1980. Back then, of course, inflation was higher but so were wages on a relative basis... and those higher interest rates, plus the prevalence of pensions, allowed many retirees to generate livable income streams without invading their principal or taking risks in stocks. But two decades worth of declining interest rates have dragged yields down to a point where the idea of retiring on CDs and bonds is not feasible. Morningstar financial editor Christine Benz believes the most effective way to beat low-interest rates is with bucket planning. Today, we'll compare her idea for bucketing to the IQ Wealth System. Then Fox Business Analyst and radio show host Gary Kaltbaum joins us for the Q & A. You don't want to miss today's show, MASTERING MONEY is on the air!