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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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Aug 27, 2019

Without a concrete plan for reliable recurring income in retirement—your retirement is at risk. Today's economic situation will change. A REAL recession will arrive and it could stay a while. When planning for retirement income, asset allocation is critical. First, you'll need to determine your portfolio withdrawal rate. Your retirement lifestyle will depend not only on your asset allocation and investment choices but also on how quickly you draw down your retirement portfolio. If too much of your money is tied up in mutual funds and the market crashes, will you keep withdrawing the same amount, or pull back? We'll help you answer that question and several more in the Market Intel Segment. Then Steve will have some clear details and income quotes for you in the Q & A.  Don't miss it--MASTERING MONEY is on the air!!!