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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 3, 2019

One of the key challenges for amateur investors is the attraction to RISING PRICES. When the prices of most consumer goods such as gasoline or vegetables rise, people tend to either cut back or find a substitute. However, with financial assets, the opposite seems true. Many investors are attracted to a stock whose price has risen more than one whose price has fallen. This tendency often results in poor investment performance. It is difficult for an individual investor to effectively construct and maintain a portfolio that is properly diversified, minimizes fees and taxes, avoids overlapping assets, and stays in its lane without emotion. THAT'S why in retirement, hiring a professional to manage your assets with a clear WRITTEN strategy is so wise. Today, we'll review the most practical and pragmatic approach to your investments then Shelley Grandidge joins us for the Q & A. MASTERING MONEY is on the air!!