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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 6, 2018

Bonds are supposed to be the "plain vanilla", rock solid part of a person’s portfolio. As a person enters retirement, bonds have tended to play a bigger role. John Bogle, founder of Vanguard, always gave the advice to put “your age in bonds.” In other words, if you're 60, sixty percent in bonds, forty percent in stocks.  What Mr. Bogle had in mind, however, was a solid,  high quality collection of bonds, and bonds only. Today, bond funds are risky because interest rates are rising. Worse yet, many bond funds are adding derivatives, junk bonds, and futures contracts to the mix,  in what are known as “un-constrained” or non-traditional bond mutual funds  The risk is HIGH, the rewards... not so much. And even worse, you may own one and not even know it!! We'll tell you what to look for.  Then estate planing attorney and MBA Richard Dwornik joins us for the Q & A session. Keep it right here--MASTERING MONEY is on the air!!