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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 104

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Sep 20, 2016

What's the difference between a new generation, a hybrid, and a NextGen annuity? And how do you  make sure the insurance company gives full value to your beneficiaries when you die? And where can you find a 20% bonus?  Steve and Sinclair have the details and preview highlights of the upcoming IQ Wealth Financial &  Estate Planning Workshop.

Sep 19, 2016

The Chinese have been quietly overtaking the world of trading commodities in several overlooked sectors, using mathematical models. Steve and Sinclair have the report. Then Steve reviews several items he will discuss at the upcoming IQ Wealth Financial &  Estate Planning Workshop Thursday, October 13.

Sep 16, 2016

Steve and Sinclair review several topics to be discussed at the upcoming IQ Wealth Financial And Estate Planning Workshop, Thursday, October 13 at 6pm, and Enrolled Agent Doris Milton is here with some very timely tax tips.

Sep 15, 2016

Estate planning attorney and MBA Richard Dwornik is here to discuss mistakes that can be easily made with powers of attorney and reviews topics he will discuss at the upcoming IQ Wealth Financial And Estate Planning Workshop October 13.

Sep 14, 2016

'The Fed' has a system for figuring out where interest rates should be... really! Not kidding! Steve and Sinclair have a Wall Street Journal report on a little known secret gauge they use. Then Steve explains how annuity income riders work.

Sep 13, 2016

The business of taking care of Americans as they get older is one of the most popular and profitable franchising opportunities in the country,  according to a Wall Street journal report. Steve and Sinclair have the details. Then Steve reviews the real story on an annuity with a twenty percent income bonus--and how to avoid disinheriting your heirs!

Sep 9, 2016

The Dow finished down 394 points on this day--Steve and Sinclair break down one of the fundamental factors holding up the markets--low interest rates. Find out the anatomy of what causes rates to stay low and how it is affecting the portfolios of pension companies and retiring investors. Then Steve breaks down 2 key annuity fundamentals.

Sep 8, 2016

Steve reviews two of the most common annuity mistakes investors make and estate planning attorney Richard Dwornik reviews four documents that are almost always out of date in most estate plans that are more than five years old.

Sep 7, 2016

The chase for yield continues with interest rates near zero--The Wall Street Journal reports that some investors have jumped into preferred stocks at almost precisely the wrong time, forgetting that preferred stocks lost 9% in 2007, 38% in 2008, and lost 7% in 2011. Some analysts say preferreds are at their riskiest point in history. Steve and Sinclair have the Wall Street Journal report, then Steve does a consumer review on an annuity article found on CNN Money!

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