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
2021
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
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, 2021

When we hear about sudden, massive gains in speculative stocks like Tesla and GameStop or Bitcoin—the temptation is to feel like you somehow “missed out”.  But most investors of retirement age are not ready to put all their money into one or two stocks to try to make a killing. As an investor, you need to decide what your priorities are, what your realistic goals are, and how much risk you're willing to take to achieve those goals.  If you’ve already accumulated five hundred thousand to a million dollars or more, it’s likely that you're not ready to lay it ALL down on one stock in hopes that it doubles within ninety days.  You're more likely to place an emphasis on PRESERVING what you’ve already made before you take big chances-- with big chunks of your money. In fact, the real reason you’ve accumulated money is that you’ve mostly avoided silly risks along the way.  Instead, you kept your eyes on the prize:   a comfortable retirement funded by diversified, solid investments that make sense. Today, we'll review a smart strategy for doing just that. Then medicare and health insurance specialist Shelley Grandidge joins us.  This is a show you DON'T want to miss...MASTERING MONEY is on the air!!!