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Mastering Money

Mastering Money is hosted by Certified Income Specialist™ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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Now displaying: Page 2

Jul 7, 2017
Cracker Barrel Restaurants and Duke Energy are two companies paying pretty strong dividends and have grown their dividends for more than then years? Did they make it into the Black Diamond Dividend portfolio this time around? No, they did not and the reasons why may be a surprise.  We'll analyze and review these stocks and see why they didn't quite make the grade. Then Steve reviews 401k options and how to maximize your 401k rollover.

 

Jul 6, 2017

Attorney and MBA Richard Dwornik will be joining us to discuss the most common estate planning and living trust mistakes,  but first, we’ll review some stocks that almost made into the Black Diamond Dividend Portfolio, but not quite. You may be surprised by the names, and surprised to learn why they didn't make the cut! Then Steve reviews the Safer Buckets retirement strategy.

Jul 5, 2017

It’s a Health and Wealth Wednesday! The Tax Nurse, Doris Milton of H & R Block--a Master Tax advisor who also who holds a Doctorate in nursing-- will be here with us and we’ll continue reviewing the portfolio of Warren Buffett, including a very surprising new real estate investment he made just last week.

Jul 3, 2017

It’s a Larry Kudlow Monday-- The one and only Larry Kudlow, former economic advisor to Ronald Reagan, shares his views on money, politics, health care reform, and taxes—with guests that are movers and shakers in Washington and on Wall Street.

Jun 30, 2017

It’s a JOE FRIDAY! Loan officer and mortgage expert Joe Capitano will join Steve and I for today's Q & A but first, will check into the timber industry and the NAFTA dispute with Canada, and see which stocks may be winners and losers

Jun 29, 2017
We’ve been looking at the stock portolios of Bill Gates and Warren Buffett, today we’ll go deeper into Warren Buffet’s key portfolio changes in 2016 and 2017, then see what Barron’s is saying about annuities 
 
 

 

Jun 28, 2017

we’ve been focusing on the stock portfolio of Bill Gates, today we’ll take a deep dive into Warren Buffett’s portfolio and the big changes he has made of late. Some may surprise you!  Then estate planning attorney and MBA Richard Dwornik is here to educate on how to handle new estate planning rules and why your trust may be out of date if it contains the old AB provision!

Jun 27, 2017

It’s a Tatro Tuesday—Bill Tatro will here in a few, but first we’re going to continue looking at the stock portfolio of Bill Gates who focuses on companies that pay dividends and have a key market cornered

Jun 26, 2017

It’s a Larry Kudlow Monday! The well connected and Nationally syndicated economist Larry Kudlow shares his views on money and politics    (add to it if you wish :)

Jun 23, 2017

Today, we're going to continue our investment series by taking a look at the stock portfolio of Bill Gates, managed by Mike Larson. Gates owns shares of companies that have the market cornered in their specific business, and rarely sells his positions. One of his favorites owns over 40,000 microwave towers and 16,500 miles of fiber supporting small cell networks. Find out some of his other major holdings.

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