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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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Sep 21, 2015

Shock jock newsletter writers are talking about the Chinese yuan replacing the dollar as the world's "reserve" currency. Is there any truth to it? Are we headed for the disruption of the financial world as we know it? Sinclair and Steve review some important facts and what you really need to know. In the Q & A segment, well known CFP and financial educator Michael Kitces joins the A-Team to review the actual value of Social Security payments and how "back door IRA's" work. Michael, who holds a Masters Degree in Taxation, likes the idea but also cautions about what can go wrong under the "step transaction rules."