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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 5, 2016

Many different types of investments can be placed into a self-directed IRA, including real estate and gold coins. But what are the little known qualifications that will stand up under an audit?  At-home gold storage IRAs are very dangerous unless you own a corporation or LLC that HAS at least one employee (!).  Published author and experienced precious metals expert Nick Grovich reviews the do's and don't on gold IRAs--which most gold brokers are not sharing with their clients. Make sure you know the rules. Steve then makes the case for gaining clarity in your financial plan by assigning a purpose to each dollar in your portfolio, and how to achieve goals in an era of 2% interest rates and volatile markets.