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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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Apr 11, 2019

In 1875, the American Express Company established the first pension fund for employees in the United States. Due to favorable tax laws, pension plans quickly became a staple of the American workforce. By 1980, 35.9 million workers, or 46% of all private sector workers and almost all government workers retired on pensions.  In 1978, however, the U.S. Congress passed the Revenue Act of 1978, which resulted in the first 401(k) plan. Since then, pensions are getting fewer and farther between. And many of the plans remaining, are suddenly on shaky ground. According to the Wall Street Journal, the long bull market has failed to fix the shortfalls. Today we'll review a Wall Street Journal report on why it's happening and how it's happening, then Steve reviews today's best paying annuities. Don't miss today's show. MASTERING MONEY is on the air!!