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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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Jun 22, 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! --it all starts NEXT... MASTERING MONEY IS ON THE AIR! 

Jun 19, 2020

Elon Musk is quoted as saying   ..“in this world  you get paid in direct proportion to the difficulty of the problems you solve.” In fact that is what TECHNOLOGY companies DO. They solve problems and create new opportunities.  Smart investors are learning that profitable, dominant technology companies are driving the investment world right now, and could well be doing so throughout the 2020s and beyond. Today, Steve will point out several tech stocks with remarkable earnings per share growth trading at less than seven times earnings if you can believe it, along with other opportunities. The names of these companies may SHOCK you! Then, health insurance and medicare  expert Shelley Grandidge joins us--a fact-filled instructional show that you don't want to miss... MASTERING MONEY  is on the air!!!

 
 
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Jun 18, 2020

So, how much money are you allowed to give to your kids or grandkids every year and still avoid income taxes? Thirteen thousand dollars?  Fourteen thousand?  Fifteen thousand? Most people are under the erroneous assumption that there is a LIMIT on the amount of money you can give as a gift to a family member of fifteen thousand dollars annually, or less.   In reality, most gifts legitimately fall UNDER the safety limit of U.S. federal GIFT tax rules even if you were to give someone a million dollars. Today, we'll review exactly how the gifting rules work, and just how to avoid all taxes on gifts. Then CPA Nick Stefaniak joins us with important new tax rules for 2020. Get up to speed on your taxes...you don't want to miss today's show  MASTERING MONEY is on the air!!!

Jun 17, 2020

Modern genetic science uncovered the genetic code of the Corona Virus very fast back in January. From there, the race was on for a tested vaccine that could knock out COVID 19. One company just announced that it believes it may have the vaccine ready by as early as Thanksgiving. A 30,000 person final study begins in July.   This company has been running ahead of the pack, but rivals in Germany, England,  and Singapore are pulling close. Today in the Market Intel segment, we'll bring you up to date. Then health insurance and medicare expert Shelley Grandidge joins us for the Q & A.  A very timely show you don't want to miss...MASTERING MONEY is on the air!

Jun 16, 2020

If you can live on your Social Security and pensions alone, and have no need for any income from your investments—ever—then you are fortunate. Most people in retirement today, however,  DO need to derive income from their investments at some point.  But even if you don’t actually WANT any income from your 401k money, the IRS has other ideas. Once you reach age 72, you are required to begin taking distributions from your investments, like it or not. With bonds paying so little and many people retiring without pensions anymore, what if Social Security goes bust? Now you know why so many smart retiring professionals are choosing NEXT GENERATION annuities to retire on!  Steve will review the fundamentals and the finer points for you on today's show. Don't miss it--MASTERING MONEY is on the air!!

Jun 15, 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! --it all starts NEXT... MASTERING MONEY IS ON THE AIR!      

Jun 12, 2020

The S & P 500 is thought of as a steady and stable index of the 500 largest companies in America. Many S & P index investors believe they are investing in large cap blue chip stocks, that are all profitable. The perception is that there are strict rules for companies to stay in the portfolio and that most of the companies are profitable. Each of these statements is false.  Due to massive transitions in  retail, energy, and other industries—made worse by the pandemic crisis, the S&P 500 is cutting more than thirty companies in 2020, with perhaps more on the way!  Today, we'll tell you how the S&P index REALLY works, what you are REALLY  investing in, and the facts may shock you! Then, health insurance and Medicare expert Shelley Grandidge joins us for the Q & A. An educational show you don't want to miss, MASTERING MONEY is on the air!!

Jun 11, 2020

How often should YOU-- or the person you hire to manage your investments—be buying and selling the stocks you own?  Here’s something to Ponder: Every time you sell a stock, there is someone buying it who thinks you’re wrong. In fact, the math is simple:  one of you MUST be wrong and time will tell.  Who buys a stock when you sell it? SOMEONE has to, and to them what you are selling is a bargain.  Are they fools? Actually, most stocks are bought by very large very smart institutions. The price they pay you is the price they believe will make THEM money. Today, we'll take a look at just WHO buys most stocks that individuals sell, and it may surprise you. Then Steve will layout a strategy for avoiding emotional decisions with your money.  An important show for you today,  MASTERING MONEY is on the air!!!

Jun 10, 2020

The smart way to build retirement wealth going into 2020 and beyond, is with a smarter financial bucketing plan to segment and sequester your capital into clear and distinct financial buckets, each with its own specific task and time deadline. Each dollar should have a job to do, and be good at doing it.  Traditionally, bonds were the tool of choice for protecting a portfolio from market loss while providing competitive income. That is no longer the case. Bonds today are paying in the range of eight tenths of one percent for ten years. In other words with a half million in the safest bond fund at Vanguard, you will make about four thousand dollars for an entire YEAR.  Steve will tell you about a new solution that you won't want to miss. Then, health insurance and Medicare expert Shelley Grandidge joins us for the Q & A.  This is one show you don't want to miss!   MASTERING MONEY is on the air!!

Jun 9, 2020

If all you had on which to judge the state of the economy was the stock market, it would seem like everything is just fine. After falling 37% in about a month from late February to late March, the broad market came back far enough to crawl out of the hole for the year by Monday June 8th.  The breathtaking speed of recovery has many investors convinced that another market crash is inevitable. But is it really? Today on Mastering Money, Steve will be revealing the three keys you need to look for which would determine whether or not we'll see another crash and how to know if you are properly prepared.  If not, don't worry--we'll have some important steps for you to take right now. You don't want to miss today's show, MASTERING MONEY is on the air!!

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