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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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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.