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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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May 15, 2019

With the stock market so unpredictable, and interest rates so low, retirees and those nearing retirement are left with fewer and fewer investment choices. Retirees naturally gravitate to safer investments in retirement. It can be said that doing so is a sign of intelligence because the idea of starting over or losing ten years of savings in a matter of months makes no sense at all past the age of fifty.  After the huge market swings in December of 2018 and again in May of 2019,  many investors have confirmed what they already knew. Their risk tolerance and time horizon are no longer the same. The demand for a safe asset that pays far more than a bond or bank account, and that can share in market-linked gains without any market losses is rising in demand. Today, we'll define exactly what a Next Generation Fixed Index annuity IS, and what it can DO for your retirement. You don't want to miss today's show, MASTERING MONEY is on the air!!