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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 6, 2019

It can be said there are two kinds of retired investors: those who are willing to rely upon market-based outcomes for the rest of their lives and hope for the best, and those who prefer a bit more safety, security, and guaranteed income to meet their needs, staying prepared for the worst. In reality, a well-planned combination of the two strategies may provide the best solution.  Here’s the problem:  Treasury bonds have strong guarantees but are paying UNDER TWO percent!! Today, we'll review a dynamic yet secure financial strategy for achieving more income without worry, while building exceptional financial reserves for the future. Then estate planning attorney Libby Banks joins us. A big show today you don't want to miss...MASTERING MONEY is on the air!!