Info

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.
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2019
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: Page 2

CLICK TO GO BACK TO IQWEALTH.COM

Jul 9, 2019

As an investor, you can choose to invest in companies that pay dividends, or choose those that do NOT. With non-dividend paying stocks, there is only one way to make money: the price must go up. With dividend paying stocks you have three ways to make your nest egg grow. Generally speaking, companies that pay regular dividends make it part of their business model. A small fraction of companies vote to INCREASE the dividend every year. These are known as dividend GROWTH Stocks. Today, we'll clarify the difference between Dividend Champions, Dividend Aristocrats, and Dividend Contenders-- and why it matters. Then estate planning attorney Libby Banks joins us for the Q & A.  A fact-filled show you don't want to miss--MASTERING MONEY is on the air!  

Jul 8, 2019

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you to an exclusive broadcast of the Motley Fool Money Show--plus a financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Jul 5, 2019

A new trend is developing among well to do people who like to travel,  and who want to own a piece of several beautiful homes in desirable resort areas. Rather than owning a multi-million-dollar vacation property they may visit just once or twice a year, or buy a timeshare that stuffs them into a condo, many are opting to buy bite-sized pieces of luxury real estate they’ve acquired through fractional ownership.
From Hawaii to Italy, to ski resorts,  these private-residence clubs offer luxury by the slice, says the Wall Street Journal. Owners buy a fraction of the property and are guaranteed a certain number of days, weeks, or months to do as they please-- backed by fully deeded real estate. We'll review the Journal's report and then welcome travel expert Ruby Kelly with Ruby Kelly Travel for the Q & A. You don't want to miss today's show, MASTERING MONEY is on the air!!

Jul 4, 2019
WELCOME! To a special edition of MASTERING MONEY in honor of America's Birthday and to honor the great flag of the United States America!
THANK YOU for joining us. MASTERING MONEY IS ON THE AIR!!!!!!!!!!!!!!!!
Jul 3, 2019

One of the key challenges for amateur investors is the attraction to RISING PRICES. When the prices of most consumer goods such as gasoline or vegetables rise, people tend to either cut back or find a substitute. However, with financial assets, the opposite seems true. Many investors are attracted to a stock whose price has risen more than one whose price has fallen. This tendency often results in poor investment performance. It is difficult for an individual investor to effectively construct and maintain a portfolio that is properly diversified, minimizes fees and taxes, avoids overlapping assets, and stays in its lane without emotion. THAT'S why in retirement, hiring a professional to manage your assets with a clear WRITTEN strategy is so wise. Today, we'll review the most practical and pragmatic approach to your investments then Shelley Grandidge joins us for the Q & A. MASTERING MONEY is on the air!!

Jul 2, 2019

It’s hard to blame investors for trying to save on fees and expenses when they invest their hard earned money. After all, most of us have a natural desire to save money on almost everything we do.   Therefore,  no-load mutual funds and index ETFs sound like sensible places for our money. These mutual funds and ETFs have very low expenses and can be excellent tools when used in the proper way, for the proper purpose, in the right amounts, and at the right time of your life.   However, we need to be careful to use the right tool for the right job.  A scalpel is a precision tool that can help perform miracles in the right hands, but without the skill, the experience, the training, and the talent, it is just a sharp knife and can even be dangerous. Today we will demonstrate how low fee mutual funds and ETFs can end up costing you more than you ever thought in retirement. Learn to invest SMARTER. Don't miss today's show, MASTERING MONEY is on the air!!

Jul 1, 2019

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news stories, we'll take you to an exclusive broadcast of the Motley Fool Money Show--plus a financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Jun 28, 2019

Dividend Aristocrats are large cap, blue chip companies from many different industries that have all demonstrated a healthy balance between capital growth and dividend payouts. The S&P Dividend Aristocrats Index has outpaced the S&P 500 over the past decade. According to S&P, Dividend Aristocrats generated an annualized return of 16.6% over the past 10 years, topping the S & P's 15.1% return. Dividend Aristocrats are companies that have raised dividends a minimum of 25 years. Today in the Market Intel segment, we'll define the differences between Dividend Aristocrats, Champions, Contenders, Challengers, and Achievers--and reveal insights on the Black Diamond and BLUE Diamond Dividend Growth Portfolios. MASTERING MONEY is on the air!!

Jun 27, 2019

Thanks to advances in medicine and healthier lifestyles, it’s more likely than ever that more Americans will make it to the century mark, if not beyond.  The centenarian population has grown faster than the overall population over the course of the last three decades, according to the U.S. Census Bureau, increasing 65.8% from 1980 to 2010 alone. The Society of Actuaries reports there is at least a 50% chance one member of a 65-year-old couple will live to 92, reports. Women have a better chance of making it to 100 than men — 82% of all centenarians are female. Today we'll review a survey to learn what percent of Americans believe they will live to age 100. It may shock you! Then physical therapist James Helmuth will join us to teach us about ARP Wave physical therapy--what it is and how it works!  MASTERING MONEY is on the air!!

Jun 26, 2019

With the stock market so unpredictable, and interest rates so low, retirees and those nearing retirement are left with fewer and fewer investment choices. Retirees naturally gravitate to safer investments in retirement. It can be said that doing so is a sign of intelligence because the idea of starting over or losing ten years of savings in a matter of months makes no sense at all past the age of fifty.  After the huge market swings in December of 2018 and again in May of 2019,  many investors have confirmed what they already knew. Their risk tolerance and time horizon are no longer the same. The demand for a safe asset that pays far more than a bond or bank account, and that can share in market-linked gains without any market losses is rising in demand. Today, we'll define exactly what a Next Generation Fixed Index annuity IS, and what it can DO for your retirement. You don't want to miss today's show, MASTERING MONEY is on the air!!

1 « Previous 1 2 3 4 5 6 7 Next » 111