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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 4, 2019

For nearly 20 years, many financial advisers have operated under the notion that most retired clients can confidently spend a maximum of 4% of their nest egg — adjusted for inflation — each year without worrying about running out of money. It's known as the 4% withdrawal rule, but here's the problem: the so-called "rule" was calculated when treasury bonds were paying six to eight percent and markets were averaging fifteen percent during the 1990s. Today, treasuries are paying 1.5% and the markets are getting volatile. In retirement, you will either NEED to withdraw money from your investments to live on or be FORCED to take withdrawals at age seventy. Either steady withdrawals from a declining balance can lead to early depletion, and going broke one day. Today, we'll review exactly how to avoid the problem while building retirement wealth the SMART way.   MASTERING MONEY is on the air!!