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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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Mar 27, 2019

There are 5 things you can do with money—spend, save, speculate, invest, and insure. In retirement, your financial plan—if properly built–will likely include all five components.   How much you emphasize one over the other will determine the QUALITY of your life-- and the QUANTITY of meaningful, memorable, and fun experiences as a retiree. We all need to keep a bucket of liquid spendable money—in the form of money market accounts (your “cash bucket”), but if you are going to be strictly a saver, you will not be very well rewarded in the years ahead. In fact, savers are being punished by low rates today.  The market has been on a tear since 2009, rewarding both speculators AND investors.  Speculators don’t care about dividends. Dividends are far too boring for them, even though dividends keep coming in relentlessly and compounding systematically. Today, we'll compare speculating and investing, then health insurance specialist Shelley Grandidge joins us for the Q & A.  A fact-filled show you don't want to miss...MASTERING MONEY is on the air!!