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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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Aug 7, 2019

The stock market has built many millionaires and even some billionaires over time and so has real estate. But today's long bull market and the high prices on real estate have investors wondering where the best place for their money is right now--especially investors facing retirement.  Real estate investments can be good until a recession hits—which is inevitable. As a more liquid alternative, Many investors prefer dividend growth stocks, which are like owning rental properties where, as a landlord, you keep getting higher and higher rents every year. Today, we'll compare investing in real estate with investing dividend stocks. Then health insurance expert Shelley Grandidge joins us. You don't want to miss today's show--MASTERING MONEY is on the air!!

Aug 6, 2019

It can be said there are two kinds of retired investors: those who are willing to rely upon market-based outcomes for the rest of their lives and hope for the best, and those who prefer a bit more safety, security, and guaranteed income to meet their needs, staying prepared for the worst. In reality, a well-planned combination of the two strategies may provide the best solution.  Here’s the problem:  Treasury bonds have strong guarantees but are paying UNDER TWO percent!! Today, we'll review a dynamic yet secure financial strategy for achieving more income without worry, while building exceptional financial reserves for the future. Then estate planning attorney Libby Banks joins us. A big show today you don't want to miss...MASTERING MONEY is on the air!!

Aug 5, 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!

Aug 2, 2019

Once upon a time, the idea of being a millionaire was seen as the ultimate pinnacle of financial success. It meant you had made it—with no worries about ever running out of money. Somewhere along the way, something happened. Today, a million dollars is still a lot of money, but we have all seen how fast it can get cut in half by a poor market followed by a recession. Today on Mastering Money, we wondered if you were curious about just how many other people in America have amassed a million dollars? Steve and I will take a deep dive into reliable estimates of the number of millionaires in the USA, as well as those with two million, three, four, five, and ten million dollars America today. Then Steve answers some tough questions on how to build retirement wealth, the SMART way. MASTERING MONEY is on the air!!!

Aug 1, 2019

Once upon a time, the idea of being a millionaire was seen as the ultimate pinnacle of financial success. It meant you had made it—with no worries about ever running out of money. Somewhere along the way, something happened. Today, a million dollars is still a lot of money, but we have all seen how fast it can get cut in half by a poor market followed by a recession. Today on Mastering Money, we wondered if you were curious about just how many other people in America have amassed a million dollars? Steve and I will take a deep dive into reliable estimates of the number of millionaires in the USA, as well as those with two million, three, four, five, and ten million dollars America today. Then Steve answers some tough questions on how to build retirement wealth, the SMART way. MASTERING MONEY is on the air!!!

Jul 31, 2019

The Federal Reserve has reversed course and will likely be keeping interest rates low for a while. Good news for borrowers, bad for savers and retirees. Bond interest rates are at one hundred year lows. Once upon a time, a million dollars in treasury bonds would pay a retiree seventy thousand dollars a year, guaranteed for ten to thirty years. Today, that same ten-year treasury bond is paying under two and a half percent, meaning you would be tying up your money for ten years at a measly twenty-three thousand dollars a year. Today, learn which annuities can still pay you an income of seven percent for life, without risking a penny in the stock market and while remaining in control of your principal. Then health and Medicare insurance expert Shelley Grandidge joins us for the Q & A. A big show you don't want to miss. MASTERING MONEY is on the air!!

Jul 30, 2019

Question: do the rich GET rich at the expense of the poor? Many people believe that the rich ONLY become rich at the expense of OTHERS. This world view is called “zero-sum thinking” because its adherents regard economic life as a zero-sum game, just like tennis, where one player has to lose for the other to win. Dr. Rainer Zitelman, writing in Forbes pointed out the flaw of zero-sum thinking. Zitelman was awarded his first doctorate in 1986 and his second Ph.D. in 2016-- and has written 22 books. In Forbes, Zitelman recalled the German poem: “Said the poor man with a twitch: Were I not poor, YOU wouldn’t be rich.” Today, we'll explore how Zitelman blows up that myth in a special evidence-based report you don't want to miss. Then Steve has three key tips for building retirement wealth the SMART way. MASTERING MONEY is on the air!

Jul 29, 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 26, 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!!

Jul 25, 2019

American millennials are approaching middle age in worse financial shape than every living generation ahead of them, lagging behind baby boomers and Generation X despite a decade of economic growth and falling unemployment. New data show that millennials may never catch up with the generations of Americans that preceded them. The Fed analyzed income, debt, asset, and consumption data and found that millennial households had an average NET WORTH nearly 40% less than Gen X households had in 2001, and about 20% less than baby boomer households had in 1989. At the same ages, Gen X men working full time earned 18% more than their millennial counterparts do now, and BABY BOOMER men earned 27% more when adjusting for inflation, age, and other variables. What does this mean to you as a retired investor? Stocks may not keep their values due to weakening demand and the Social Security system may deplete faster than we thought. Today, we'll review the Wall Street Journal report on this alarming trend, and what you need to do now to avoid a coming crisis. Don't miss today's show...MASTERING MONEY is on the air!

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