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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 17, 2021

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 16, 2021

Adults over the age of 50 manage an increasing share of the wealth in the United States. Risky investment decisions that are made as people age may have effects on both financial markets --AND individuals in later life.  FINRA, the Financial Industry Regulatory Association, performed an in-depth study recently to assess how many older Americans—those over 58 with far less time to recover from a market shock than younger investors-- were taking on TOO MUCH risk. And for those TAKING  too much risk using standard measurements, they wanted to know WHY. Well today, we'll reveal what they came up with in this really interesting study-- and how it might apply to YOU. Then Medicare expert Shelley Grandidge joins us for the Q & A.   ...A fact filled show you don't want to miss....MASTERING MONEY is on the air!!

Jun 15, 2021

What if a DISASTER wiped out the world's food supply, destroyed huge crops of wheat, corn, and rice, and the seeds for all of the successful grain species on the earth became endangered?  Right now, not too far from the North Pole, a large, very secure vault is quietly storing the seeds of thousands of varieties of plants including wheat, barley, lentils, chickpeas, faba beans and many more. The 18,540-square-foot seed vault includes three rooms, and has the capacity to house 4.5 million samples of 500 seeds each—a maximum of 2.25 billion seeds. Today on Mastering Money, we'll tell you all about it and the people who made it possible--- as told to the Wall Street Journal. Steve will then review how to create your OWN  secure vault around which to build your permanent financial plan for retirement. A fascinating show you don't want to miss....MASTERING MONEY is on the air!!!

Jun 14, 2021

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 today, featuring timely insights from top analysts.    "MOTLEY FOOL MONEY"  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm!  First we'll update breaking financial news and get a read on all the indexes, THEN,  we'll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON'T want to miss! -- A jam-packed show --and we're READY TO ROLL !    ... MASTERING MONEY IS ON THE AIR!!!  

Jun 11, 2021

How well have you done with your investments over your lifetime? You've had some good years where you got twenty percent or so perhaps. But, like the rest of us, you have had some STINKERS. Most investors lose money an average of three years out ten. That's why averaging ten percent is so hard. Most investors also buy stocks or mutual funds haphazardly--without a clear strategy. That's another proven way to hurt your overall returns. How long does it take to DOUBLE your money? Using the Rule of 72, money doubles every eighteen years at four percent compounded, it doubles every twelve years at six percent compounded, and every nine years at eight percent compounded. Today, we'll review the real secrets of raising your average rate of return and how get a guaranteed bonus of ten percent on a safe fixed income vehicle, with a GUARANTEED growth rate of 7 percent COMPOUNDED.  Then health insurance expert Shelley Grandidge joins us. A very timely show you don't want to miss...MASTERING MONEY is on the air!!!

Jun 10, 2021

Your job as an investor—or the job of the person you hire to manage your money—is to optimize gains, while minimizing losses.  Sounds easy, but today, you need a strategy built for the low interest rate environment of the 2020’s, not the 1990s.  Well-chosen stocks can be long-term sources of wealth creation, just like well-located real estate. This is true even if you buy at what seems like the worst possible time. For example, if you invested in an S&P 500 index fund in early October 2007, the next couple of years would have felt awful.  If you were still contributing to a 401k, however,  it turned out to be really good news. Your steady contributions kept buying more units of mutual funds at lower prices.  Even buying at the so called “wrong time” just before the 2008 crash, HIGH QUALITY  stocks delivered terrific gains by 2020—upwards of 300 percent—by just staying the course and not panicking. That said, in retirement you will be unemployed for 30 years or so. Therefore, a properly built financial plan will separate income capital from growth capital into a Smarter Bucketing system to protect against crashes. Today, we'll get into the fundamentals of putting together a rock solid financial plan...for the LONG HAUL.  Don't miss it....MASTERING MONEY is on the air!!!

Jun 9, 2021

Of the top 10 causes of death globally,  Alzheimer’s is  the only one that can’t currently be cured, slowed down, or prevented-- at least not yet. The disease manifests in different ways, with some patients living 20 years after diagnosis, but most often in the range of  four to eight years. Although 80% of those with the disease are 75 or over, Alzheimer’s typically emerges in midlife, remarkably--20 to 30 years before symptoms like memory loss or troubles with language appear. You can have it and not know it.  One prominent researcher told Barrons:  “Alzheimer’s is a disease of greater prevalence and greater lethality than Covid-19”   He went on to say:  “This is an ongoing pandemic.  Its cost to America in terms of direct medical costs is significantly higher than cancer.” There are some treatment breakthroughs...we'll tell you about them and then Medicare expert Shelley Grandidge joins us. A fact filled show you don't want to miss...MASTERING MONEY is on the air!!!

Jun 8, 2021

The pandemic crash put an estimated 400,000 small businesses OUT of business. Millions of people lost their jobs and may of them are still looking for work. Many sectors of the economy were hurt, others had banner years.  Even now,  analysts refer to a new category of stock: "recovery" or "reopening" stocks. In other words, companies whose businesses will begin flourishing again once people can actually enter crowded theaters, stadiums, cruise ships, and airplanes.  Barron's Laurence Strauss reports that there is a growing interest in U.S. dividend paying stocks, with an industry-wide consensus that dividends will rise more than usual in 2021. We'll review his report and the reasons why you should be looking into top drawer dividend GROWTH stocks right now. The timing may be just right. Then Steve reviews the stock selection process for the Black Diamond Dividend Growth Portfolio. A fact-filled and timely show you won't want to miss.... MASTERING MONEY is on the air!!

Jun 7, 2021

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 today, featuring timely insights from top analysts.    "MOTLEY FOOL MONEY"  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm!  First we'll update breaking financial news and get a read on all the indexes, THEN,  we'll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON'T want to miss! -- A jam-packed show --and we're READY TO ROLL !    ... MASTERING MONEY IS ON THE AIR!!!  

Jun 4, 2021

With politicians in Washington bent on adding to the national debt without mercy, more people want to do Roth conversions. The idea of being tax free for life has quite a ring to it!   As appealing as ROTH conversions sound, pain is involved so you need to be ready for it.  On top of that, they don’t always make sense-- according to many CPAs-- especially the closer you get to age 70 and above.   That said,  a Roth IRA can be a powerful tax planning tool. And, while tax rates are low courtesy of the Trump administration's The Tax Cut and Jobs Act this may be your last best chance to get serious about converting. Today,  we'll review  the conversion strategy known as "filling the middle brackets", and another known as  "Back-Door Roth" strategy. Then Medicare expert Shelley Grandidge joins us for the Q & A.  A fact-filled show for you today that you surely don't want to miss...... MASTERING MONEY is on the air!!!  

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