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Mastering Money

Mastering Money is hosted by Certified Income Specialist™ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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Jun 28, 2017

we’ve been focusing on the stock portfolio of Bill Gates, today we’ll take a deep dive into Warren Buffett’s portfolio and the big changes he has made of late. Some may surprise you!  Then estate planning attorney and MBA Richard Dwornik is here to educate on how to handle new estate planning rules and why your trust may be out of date if it contains the old AB provision!