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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 13, 2016

This is tax week, but  many Americans don’t have to worry about giving Uncle Sam a chunk of their hard-earned cash for their income taxes this year. That’s because an estimated 45.3% of American households — roughly 77.5 million — will pay no federal individual income tax, according to data from the non-partisan Tax Policy Center!  The richest 20% of Americans pay  86.8% of all income taxes in the U.S. Steve reviews the Tax Policy Center statistics. Steve and Sinclair break examine a Bloomberg report ont the rising risk in safe sounding bond index mutual funds. Many of the big name bond index funds have a large dose of energy bonds and junk bonds from companies like Sprint.  CFP Murray Titterington joins the A-Team for the Q & Session to discuss his methods of selecting dividend paying stocks, and the discipline that takes emotion out of the equation.