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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 18, 2018

From 1989 to 2008, a twenty year time period, the S & P 500 averaged an 8.43% return. Because of the large bull run in stock in the 1990s, many people decided to retire right at the top in 1999. Having gotten used to 20% annual returns, many of those new retirees expected they could comfortably withdraw five percent annually from a fully invested equity account, and still watch their total net worth grow over time. Today, find out why an engineer in his sixties who retired with a million dollars--all in blue chip stocks at the end of 1999,  was left with less than three hundred eighty five thousand dollars just three years later--with thirty years to go in retirement. Did he get a "do over?" Unfortunately not! Find out what he got instead, in today's Market Intel segment--it's one that you definitely do not want to miss!  MASTERING MONEY is on the air!