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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 115

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Mar 10, 2015

Sinclair reviews FINRA's 2015 letter to broker dealers regarding increased scrutiny on improper marketing of variable annuities, bond funds, alt funds, and floating rate bank notes. Dan Shaffer, a regular on Fox Business, joins the A-Team for the Mastering Money Q & A session.

Mar 9, 2015

Steve and Sinclair delve into dividend paying stocks and how wealth is created by reinvesting and compounding dividends. Sinclair points out the danger of what is known as a dividend value trap. In the Q & A segment, Steve reveals how to avoid income failure in retirement, while creating wealth with dividend stocks.

Mar 6, 2015

Morningstar points out that the last fifteen years for stocks have been anything but stellar:  Bond funds have outperformed stock funds. Bond funds averaged 5.7% before fees over the past 15, while the S & P 500 fund averaged only 4.28%. With stocks now at all time high's and interest rates at all time lows, how secure should retired investors feel with the tradional 50-50 portflio. Jim Gentrup, CFA, joins Steve and Sinclair for the Q and A

Mar 5, 2015

Sinclair and Steve review the 15 year track records of the S&P, bonds, and the NASDAQ (less than 5% over those years) and comments from Chuck Jaffe of MarketWatch.com. In the Q & A, Steve reviews wealth building strategies based on the research of Mass Mutual. 

Mar 4, 2015

The A Team broadcasts live from the Income Property Management Expo at Westworld!  SInclair reviews the 5 rules for getting rich by Warren Buffet and how it led to the company that is now Berkadia, a nationally renowned commercial lending and servicing company. Berkshire Hathaway joined with Leucadia to form the company. In the Q & A segment, senior loan officers from Berkadia, Tom Sigrist and Aaron Cardwell answer questions on how much more viable commercial lending now is for apartments, hospitals, and assisted living facilities.using HUD, Fannie, and Freddie lending from $1million to $30million plus... a fact filled fast paced interview

Mar 3, 2015

Sinclair and Steve discuss the jobless recovery in segment 2 and have a look at what industries could create jobs for Americans in the future. Larry Kudlow joins the A Team for the Mastering Money Q and A segment. Don’t miss it! Mike Freeman of Amerifirst Financial delivers information on the Mastering Money 2 Minute Mortgage Drill.

Mar 2, 2015

Sinclair and Steve review why small and micro-cap mutual funds lag the performance of the actual stocks themselves. They look at well known analyst Rick Ferri's research about 4 top microcap funds that lagged against their indexes. In segment 3, Steve reviews how to create wealth in retirement by buying reliable income at a 40% to 50% discount to bonds, while maintaining ample liquidity.

 

Feb 27, 2015

The A Team digs into net neutrality--what it is, what the issues are, who wins, who loses in segment 2. In the Q & A, segment 3, hedgefund manager Jim Gentrup, CFA Charterholder, joins Steve and Sinclair to discuss his stock screening tools and methodology. Steve Jurich and Jim Gentrup will be presenting together at the IQ Wealth financial event Thursday March 19 at the Tempe Town Lake Center for the Arts. Reserve your tickets at IQWealth.com..

Feb 26, 2015

Steve and Sinclair delve into the rise of automation and the effect it is having on job loss. While unimagined jobs may be out there "one day", the Wall Street Journal reports on the trend that driverless cars, trucks, and trains will result in thousands of job losses that will not be coming back. This could affect investors over the long run. Steve reviews the essentials of the IQ Wealth Safer Buckets Retirement System.

Feb 25, 2015

Sinclair and Steve review the billion dollar investment into Apartments.com, a consumer multiple listing service for apartments, being made by CoStar. In the Q & A, the A Team welcomes Ed Easterling, MBA, author of two books on the Wiley label and co-author of Bulls Eye Investing with John Mauldin. Ed is the editor of the website www.CrestmontResearch.com.  In segment 4 Steve reviews features and fundamentals of callable bonds

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