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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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Mar 19, 2020

The Chinese Corona Virus crash—which is proving to be a legitimate bear market requiring government intervention to help fix—has exposed many of the popular big box  investment strategies  built on a weak foundation of mutual funds.   There’s nothing wrong with having a portion of your retirement money invested in the stock market. The market can be a source of great wealth over time. But when the market becomes your ONLY strategy, and you ignore the income and preservation piece in your financial plan, look out!!

Almost all financial assets are being decimated. Even gold is going down. Interest rates on bonds are down--WAY DOWN.
Amidst all of the turmoil, one financial asset has stood firm and tall, not losing a penny and paying owners exceptional benefits. We'll review that asset in detail today.  An important show you don't want to miss...MASTERING MONEY  is on the air!!!
Mar 18, 2020

When markets move steadily upward for five and ten years at a time, the upward movement becomes expected. Almost all investors get complacent during long bull markets. Then, for reasons that are always UN-expected, a bear market reversal shows up! Five years ago …even a few MONTHS ago--most people had never heard the term “Corona Virus.”  Now,.. we are quite familiar, thank you very much.  The market selloff came fast and furious. There was no time to react because in this digital age, Robots are carrying out the task of completing trades in rapid fire fashion. Which is why more than ever, you need to own high quality investments in the market and secure income assets that are OUT of the market. Today, we'll give you specific details on what to do next in this topsy turvy time. Then health insurance and Medicare expert Shelley Grandidge gives us down-to-earth advice on choosing the right insurance and medicare plan.  This is a fact filled show you don't want to miss. MASTERING MONEY is on the air!!

Mar 17, 2020

No disease outbreak in the modern era has  caused countries the size of China or Italy to quarantine vast populations triggering a  widespread collapse in supply chains, trade, business, and social activity. The last three outbreaks—SARS in 2003, avian flu in 2005, and MERS in 2015—subsided after three months, followed by a six- to eight-month recovery in air traffic, according to Barrons.
Air travel plunged 40% in the two months after the 9/11 attacks but gradually recovered. During those crises, buyers of Southwest Airlines ended up doing pretty well, but it took guts to step up. There may be several airlines presenting an opportunity today, according to Barrons. Steve and I will review those in the Market Intel segment, then mortgage advisor Mitch Boxberger joins us for the Q & A. A very timely show you don't want to miss...MASTERING MONEY is on the air!!!

Mar 16, 2020

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 timely insights from top market experts and heard by millions of listeners coast to coast—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 money-making and money-SAVING ideas from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!  

Mar 13, 2020

Listen in as Steve and Ken break down some of the news not being reported on the Virus and how it is being contained. Mainly, get a handle on where the market is right now from a fundamental and technical perspective. Steve has key points for you that you don't want to miss on how to keep your head while others are losing theirs! This market will improve, but THIS is what you need to know.

Mar 13, 2020

Over the past century, markets have crashed A DOZEN TIMES, several times by more than fifty percent, leaving people’s finances and dreams in disarray for YEARS.  Not only is money lost, but TIME is lost. It takes time to build up a nest egg.  The last thing anyone wants is to START OVER in retirement.  If you’ve been saving for thirty years for your dream retirement, it makes no sense to go back to where you were ten or fifteen years ago with your money. Can that happen?   Well of course, it DID happen.... TWICE... in 2000 and 2008!  Are we there again?The S & P has fallen, but only back to levels we saw in December of 2018.  This bear market is proof of why you need to keep your money in safer, smarter buckets, so that your retirement is protected, your investments are of high quality, and your income is for life. Today, we'll review exactly what to do NOW to make the most of your current retirement nest egg! Then CPA Nick Stefaniak joins us to help lower your taxes!!  A great show today you don't want to miss .... MASTERING MONEY is on the air!  

Mar 12, 2020

SPECIAL PODCAST:  Steve delivers an important Market Update regarding the Chinese Corona Virus effect, what to understand about it, what to do, and what President Trump IS doing now. We'll hear an excerpt from President Trump, along with Steve's insights. DON'T MISS IT!

Mar 12, 2020

Although many people DON'T think about owning life insurance, many, many people do. Life insurance has evolved from just a few choices in the old days, like whole life and straight term, to more advanced and flexible forms of Universal Life insurance which can be tailored to fit your needs for tax advantaged  retirement income that does not trigger taxes on Social Security, leaving a tax free legacy, and tax planning goals.  Unlike the policies of old, today’s next generation of cash value life insurance can deliver the goods on multiple benefits with the same dollar. For example, quite a number of cash value life insurance policies on the market can double as a LONG TERM CARE funding vehicle. You get triple the benefits with the same insurance dollar. Today we'll review these policies and show you why many people are converting IRAs to tax free life insurance, rather than ROTH IRAs.  An important show you don't want to miss  MASTERING MONEY is on the air!!!

Mar 11, 2020

Although many people DON'T think about owning life insurance, many, many people do. Life insurance has evolved from just a few choices in the old days, like whole life and straight term, to more advanced and flexible forms of Universal Life insurance which can be tailored to fit your needs for tax advantaged  retirement income that does not trigger taxes on Social Security, leaving a tax free legacy, and tax planning goals.  Unlike the policies of old, today’s next generation of cash value life insurance can deliver the goods on multiple benefits with the same dollar. For example, quite a number of cash value life insurance policies on the market can double as a LONG TERM CARE funding vehicle. You get triple the benefits with the same insurance dollar. Today we'll review these policies and show you why many people are converting IRAs to tax free life insurance, rather than ROTH IRAs.  An important show you don't want to miss  MASTERING MONEY is on the air!!!

Mar 10, 2020
Money is in constant motion. It changes hands furiously in today’s automated world.  And, depending on the day, it's estimated that nearly two hundred trillion dollars worth of currency, stocks, bonds, real estate and commodities exist world wide. The value of those assets rise and fall based on supply and demand, sometimes over long periods and cycles and sometimes over much shorter periods--like when an unexpected event occurs. The corona virus is the current event but it will be conquered by technology. But there is a much deeper megatrend that could take take your investments down, yet ironically is why the market could soon make a startling recover. We'll review exactly what that megatrend is for you today...don't miss it  MASTERING MONEY is on the air!!!
 
 
 
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