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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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Jun 25, 2020

Most investors in or near retirement are looking for three main things with their nest eggs:  Number 1) ample liquidity,   number 2) permanent, worry-free reliable income to cover all expenses for as long as they live, and number 3) an effective and systematic way to grow money in the stock market over time.  Once upon a time, retired investors could use the four percent withdrawal rule as a possible way to take just the right amount of money out of your investments in retirement--not too much, not too little. But today's ridiculously low interest rates have blown up the four percent withdrawal rule. Today, we'll explain the CASTLE-AND-MOAT strategy to build, grow and protect your retirement savings the SMART way, while enjoying locked-in-for-life income of far more than four percent, without the risk of running out of money. A power packed show you don't want to miss...MASTERING MONEY is on the air!!