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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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Now displaying: Page 10

Apr 6, 2018

Bonds are supposed to be the "plain vanilla", rock solid part of a person’s portfolio. As a person enters retirement, bonds have tended to play a bigger role. John Bogle, founder of Vanguard, always gave the advice to put “your age in bonds.” In other words, if you're 60, sixty percent in bonds, forty percent in stocks.  What Mr. Bogle had in mind, however, was a solid,  high quality collection of bonds, and bonds only. Today, bond funds are risky because interest rates are rising. Worse yet, many bond funds are adding derivatives, junk bonds, and futures contracts to the mix,  in what are known as “un-constrained” or non-traditional bond mutual funds  The risk is HIGH, the rewards... not so much. And even worse, you may own one and not even know it!! We'll tell you what to look for.  Then estate planing attorney and MBA Richard Dwornik joins us for the Q & A session. Keep it right here--MASTERING MONEY is on the air!!

Apr 5, 2018
What IS an 'Indexed Annuity'—and is the proper term ‘Indexed’ annuity, ‘equity index’ annuity, or ‘fixed INDEX’ annuity? You may be asking yourself: does the terminology matter? Well, the answer is a very definite yes, and knowing the proper terminology will actually help you to understand what a fixed index annuity is, how it works, and if one might be right for you.
By the way, the proper term is FIXED INDEX annuity, and on today's show Steve will explain exactly why, and a whole lot more. You don't want to miss today's show!   MASTERING MONEY is on the air!!
Apr 4, 2018

Is it possible to withdraw only five percent from your investments in retirement, while averaging an 8.43% return and still run out of money in your eighties--even if you start with a million dollars? The surprising answer is yes, and we’ll show you exactly how it could happen--and most importantly, how to avoid it. Steve will also point out the mistakes that can be made so easily with online retirement calculators —mistakes that could cost you thousands of dollars annually. MASTERING MONEY is on the air!!

Apr 3, 2018

How much income can you expect to withdraw in retirement from a million dollar nest egg—without running out of money? Can you withdraw four percent or perhaps five percent, and will it last thirty, thirty-five, or even forty years if your spouse is in her fifties? We’ll explore some real numbers on the safe withdrawal rate. Then, agricultural commodity expert Terry Shveda with Decadian joins us for the Q & A to make sense-- and maybe some dollars-- of all the tariffs and trade wars and their impact on the things you buy every day. You don't want to miss today's show-- MASTERING MONEY is on the air! 

Apr 2, 2018

..It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist and future Donald Trump advisor joins Mastering Money today with high powered guests and insights on the economy, the markets, politics, Donald Trump, Muller, the new tax law,  and much more!—that’s ALL coming up NEXT—and you definitely don't want to miss it!!  MASTERING MONEY is on the air!!

Mar 30, 2018

Will this go down in history as a good time,  or a bad time to retire?  Only time will tell, but polls show that retirees are not feeling confident about this market and are not sure about how to replace the income they've enjoyed from work all these years.. Today we'll reveal what retiring  engineers, teachers, doctors, attorneys, and business owners are doing to safely double their income with less risk and lower fees, while growing a larger nest egg for the future. These are strategies that work in both bull AND bear markets!!  MASTERING MONEY IS ON THE AIR!

Mar 29, 2018

With five hundred point swings on the Dow suddenly becoming normal, many retiring investors with 401k rollovers are moving to a specific type of annuity that protects principal, has no annual management or advisory fees, can grow without a cap, AND can pay a lifetime income for two people WITHOUT annuitizing. Steve will reveal the THREE THINGS you cannot afford to get wrong when selecting an annuity. The, reverse mortgage specialist Rob Kanyur from Fairway Mortgage joins us for the Q & A. You don't want to miss today's show-- MASTERING MONEY is on the air! 

Mar 28, 2018

Do you know the five secrets to happiness in retirement?  Five major factors were repeated most often in a  recent study of 1,400 retirees in 46 states.  This study, combined with the University of Michigan Health and Retirement Study found that money DOES buy happiness up to a certain point, but once that dollar number is hit, more money does not make you any happier! Here's a hint: the number is less than a million dollars but more than half a million. We'll reveal it plus the number one FACTOR leading to happiness, which is NOT money,  cited by eighty-one percent of all those surveyed. 

 MASTERING MONEY is on the air! 

 

 

Mar 27, 2018

Government spending is out of control once again! Sometimes we hear the phrase that China is going to “call” our  Debt “due and payable” and cause a recession here in the U.S.  Is there any basis to that claim? Is China the biggest holder of our U.S. Treasury bonds? Are they really in the drivers seat as our national debt skyrockets toward twenty two trillion dollars. Today we have the facts on exactly what compromises--and Who Owns-- the U.S. National Debt?!! You don't want to miss today's show! MASTERING MONEY is on the air!

Mar 26, 2018

..It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist and future Donald Trump advisor joins Mastering Money today with high powered guests and insights on the economy, the markets, politics, Donald Trump, Muller, the new tax law,  and much more!—that’s ALL coming up NEXT—and you definitely don't want to miss it!!  MASTERING MONEY is on the air!!

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