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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 6, 2017

Attorney and MBA Richard Dwornik will be joining us to discuss the most common estate planning and living trust mistakes,  but first, we’ll review some stocks that almost made into the Black Diamond Dividend Portfolio, but not quite. You may be surprised by the names, and surprised to learn why they didn't make the cut! Then Steve reviews the Safer Buckets retirement strategy.