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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 101

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Mar 28, 2016

Today on Mastering Money, the one and only Steve Forbes, CEO of Forbes Media, joins the A-Team for the Q & A session. In the Getting Smart segment, Steve and Sinclair examine the differences between the Flat Tax and the Fair Tax-- and the revelation that Ted Cruz's plan is not as simple as it sounds. His plan is built around a VAT tax (Value Added Tax) and is far more complicated than Mr. Cruz is making it sound. Is it similar to Europe??  Get the details on the Flat Tax, The Fair Tax, and the VAT tax, and hear what Steve Forbes has to say.

Mar 25, 2016

Today on Mastering Money, with the markets closed Steve and Sinclair update breaking news and then welcome Charles Boyd of the Costa Rica Team to talk about investment opportunities in their 88 acre ocean view master planned community. The Costa Rica Team and Mr. Boyd are presenting an educational investment workshop coming up Thursday April 7th in Scottsdale. Steve will be a guest speaker. Listen in as Steve, Sinclair and Charles review the upscale ocean view master-planned community complete with golf course, residential, hospital, and assisted living facility overlooking the ocean in the prime area of Costa Rica.   (Steve is not an affiliate of the Costa Rica Team. IQ Wealth and Steve do not promote or endorse any investments or securities. We provided guidance and financial advice to help our clients determine suitability and keep their portfolios well diversified)  Looking forward to seeing you at the event!

Mar 24, 2016

Have you noticed that soon after a new prescription drug comes out, there are lawyer ads promoting law suits for those harmed by it.  It turns out that people can respond to prescription drugs very differently depending on their genes..  A medication that brings relief for some patients might show no benefit at all in others, or even cause harmful side effects that lead to other complications.. Its leading more and more doctors to recommend gene testing before prescribing all forms of drugs, but will insurance pay for it? How about Medicare?  We review a Wall Street Journal report on the subject. Then estate planning attorney Richard Dwornik is here for the Q & A session, followed by a mini course in negotiation skills.

Mar 24, 2016

Today on Mastering Money--the terror group ISIL’s assets are estimated at between $300 million and $700 million dollars! The Wall Street Journal says efforts to shut them down have been neutralized by a system of currency exchange houses that are on the take, passing several million dollars per day to keep the money "flowing like water". The Journal says the Central Bank of Iraq has an account at the Fed, and often withdraws large shipments of new $100 bills from a Fed facility in Rutherford, N.J.  Many of these bills make their way into the hands of ISIS. Steve and Sinclair review this surprising report which will shock you,  and then CFP/ Certified Investment Management Analyst Murray Titterington with IQ Wealth digs into dividend investing in the Q & A.

Mar 22, 2016

Today on Mastering Money-- commuting can be a drag--(unless you're listening to Money Radio of course)-- but how much extra do you have to be paid  to commute for more than an hour? Steve and Sinclair review a fascinating study on how commute times can affect personal health, divorce rates and income. The study was done by researchers at Columbia Business School and the University of Michigan, and found that a growing number of people in certain categories actually enjoy their commute and look forward to it. Then in the Q & A segment, Zach Fuller with Caliber Wealth Development company joins the A Team to talk real estate.

Mar 19, 2016

Driverless Cars! Look ma, no hands!...Today on Mastering Money,  Google driverless go under the microscope. Steve and Sinclair review a recent Barrons article.  In the Q & A we're joined by Caliber Wealth Development to talk about their upcoming event Wednesday March 23 where Steve will be a speaker. Free Event:  Wednesday March 23 in Phoenix. RSVP 480.902.3333.

Mar 19, 2016

On St. Pat's Day, its a good time to examine corporate tax inversions. Steve AND Sinclair take a look at inversions from the Irish point of view in a report appearing in the Irish Times. Then in the  Q & A,  Charles Boyd of the Costa Rica Team reveals and discusses real estate money-making opportunities.

Mar 16, 2016

You may remember the best selling book Liar's Poker by Michael Lewis (he also wrote The Big Short).  Liar's Poker was a close look at the inside dealings  of Salomon Brothers, and its  legendary boss John Gutfreund. Salomon had cornered the U.S. treasury market in the early 90s and was brought down by regulators. The 86 year old Gutfreund passed away last week, marking the official end of an era.   Steve and Sinclair review a new Wall Street Journal piece on Salomon and Gutfreund that is revealing and instructive, especially since Warren Buffett and Charlie Munger were involved in the bailout. Interesting piece.  In today's Q & A segment,  CFP Murray Titterington with IQ Wealth Management talks about Warren Buffett's annual letter to shareholders and dividend investing fundamentals.

Mar 15, 2016

Today on Mastering Money,  Steve and Sinclair review a Fortune magazine review of the renaissance happening at Penny--better known as JC Penney, under new CEO Marvin Ellison. The President of Caliber Wealth Development joins the A-Team for the Q & A segment, to talk about the exceptional growth happening at Caliber Wealth Development, and the upcoming event with Caliber and IQ Wealth. The Steve reviews "what ever happened" to Montgomery Wards, another American icon. Wards is an interesting story, especially since Amazon has taken over the buy from home market that Wards started, even before Sears. Find out what helped them succeed, and what caused them to fail.

Mar 14, 2016

H & R Block Enrolled Agent Doris Milton joins Steve and Sinclair to talk about taxes and what is deductible if you own a part time business.  Steve reviews the alarming rise in corporate debt and increasing bond durations. The bottom line?  Risks are growing for retirees holding onto bonds, bond funds, and bond ETFs. Corporate debt has doubled since 2009 and the average duration is up over 147% to an average duration of over twenty one years! How old will YOU be in twenty one years?   Are bonds suddenly the most risky investment on Wall Street? Find out more in this episode of Mastering Money.

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