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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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Jul 18, 2019

Dave Ramsey’s crusade to help middle-income families get out of debt and retire without a mortgage is excellent. HOWEVER, most of his work is focused on getting TO retirement, with very little emphasis on how to invest for income and preservation AFTER retirement. While Dave deserves praise for his Baby Steps program to help young families get out of debt, a rising chorus of experienced financial planners and investment managers are expressing great concern about Dave Ramsey’s questionable advice for those who are ALREADY retired. Ramsey promotes front-loaded mutual funds which pay his referred advisors up to 5.75% upfront commissions right out of the investors principal! With the market all-time high's, many believe this advice is a disaster for retired investors. We'll reveal some details that may shock you! Then Steve has some very timely tips for building retirement wealth the SMART and SAFE way. Mastering Money is ON THE AIR!!