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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 28, 2019

The demand for annuities is strong despite the desperate attempts at unfounded criticism by promoters of front-loaded mutual funds-- like radio host Dave Ramsey, and elite TV billionaires like Ken Fisher-- who seem to think they are smarter than you! As we have said many times, Ramsey has done noble work helping younger middle earning Americans get out of debt. We applaud him.  But his advice for retirees has been called into question by many in the financial industry.   Every year, for the past ten years, an average of $200 billion dollars in annuities have been acquired. Memo to Dave Ramsey and Ken Fisher:  SOMEBODY is buying them, and most of them are pretty darn SMART!!   We'll review why annuities are so often used for 40k rollovers, then Shelley Grandidge joins us for the Q & A. A big show you don't want to miss  MASTERING MONEY is on the air!!!!