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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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Apr 8, 2019

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, 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 whole lot more you SURELY won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Apr 5, 2019

Wall Street has long promoted keeping 60 percent of your money in stocks and 40 percent in bonds as the ultimate retirement strategy, claiming an average of 8 percent returns over time. Is that figure reliable, or is it just sloppy advice in light of today’s high markets and historic low interest rates? Brett Arends of the Wall Street Journal performed in-depth research to determine the viability and effectiveness of the 60-40 portfolio over the past 80 years. His findings? Except for two periods of dramatically declining interest rates, the 60-40 portfolio is in his words "full of holes." And today with bond rates so low, the risk of income shortfall from a traditional portfolio has never been higher according to Ernst & Young. Today, Steve will review exactly why your bond funds are at risk, and how quickly a retirement portfolio could be hurt if both stocks and bonds fall at the same time--which is a distinct possibility! Don't miss today's show...MASTERING MONEY is on the air!! 

Apr 4, 2019

No matter what your political affiliation, there is one thing we likely ALL agree upon: we ALL want clean air and water! The cleaner the better! The disagreement always centers on HOW to get there. Socialist thinkers believe the government can be trusted to tax and legislate our way to cleaner air, even if the economy comes to a grinding halt. Capitalists keep developing new technology to get the job done. While it’s true that global CO2 emissions continue to rise worldwide, many people are startled to learn that the USA easily leads the world in reducing CO2 output. Today on Mastering Money, Steve and I will review the disaster that would ensue if all petroleum-based products were outlawed, including everything you use made of plastic and nylon. It may shock you. Then health insurance expert Shelley Grandidge joins us for the Q & A. You don't want to miss today's show...MASTERING MONEY is on the air!!

Apr 3, 2019

As this bull market becomes the longest in history, and signs of economic slowdown both globally and domestically are showing up, the risk of a bad sequence in the market combined with the need to withdraw for retirement income is coming into focus for many people on the verge of retirement or recently retired. Meanwhile, the proliferation of computer-driven algorithmic trading, also known as ‘algo’ trading, has increased that risk, according to reports appearing in Barron's, the Wall Street Journal, and Fox Business. Today, we have some facts and data that may shock you. Then Steve interviews best selling author and former Federal Reserve advisor Danielle DiMartino-Booth. A superb interview and a fact-filled show you don't want to miss.   MASTERING MONEY is on the air!!

Apr 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!!!

Apr 1, 2019

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, 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 whole lot more you SURELY won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Mar 29, 2019

All investors are looking for the same thing: maximizing gains while minimizing losses. After the convincing fourth-quarter swoon in 2018, many investors gravitated to so-called smart beta funds in the hopes of sidestepping the next downturn, according to the Wall Street Journal. The S&P 500 has advanced 11% so far this year, but that hasn’t stopped investors from looking for a safer way to bet on stocks. In fact, the sudden rise may be what has investors nervous. A surge of new money has pushed inflows into these funds to record highs. Smart Beta funds are designed to take advantage of upswings while reducing some of the risks. Today, we'll discuss two of the biggest Smart Beta ETFs --then Steve will have several timely tips on building retirement wealth the SMART way. MASTERING MONEY is on the air!!!

Mar 28, 2019

Many people planning retirement tend to focus almost entirely on getting the greatest return possible in the shortest period of time in the stock market. That pushes them toward riskier momentum stocks at the exact wrong time of their lives. Other retired investors are re-thinking it. They are moving more of their money out of harm's way with a focus in long-lasting secure income. The decision on how you will pay yourself a monthly paycheck in retirement, PERMANENTLY, is probably the MOST important financial decision you will ever make! Get it right, and you can relieve the stress. Get it wrong, and you have a problem. Today, we'll compare several prominent income replacement strategies being used by advisors. The first is the Systematic Withdrawal approach, the other is the Segmentation or Bucketing approach. Get the facts and details you need to make better decisions and build retirement wealth the smart way. Don't miss it... MASTERING MONEY is on the air!

Mar 27, 2019

There are 5 things you can do with money—spend, save, speculate, invest, and insure. In retirement, your financial plan—if properly built–will likely include all five components.   How much you emphasize one over the other will determine the QUALITY of your life-- and the QUANTITY of meaningful, memorable, and fun experiences as a retiree. We all need to keep a bucket of liquid spendable money—in the form of money market accounts (your “cash bucket”), but if you are going to be strictly a saver, you will not be very well rewarded in the years ahead. In fact, savers are being punished by low rates today.  The market has been on a tear since 2009, rewarding both speculators AND investors.  Speculators don’t care about dividends. Dividends are far too boring for them, even though dividends keep coming in relentlessly and compounding systematically. Today, we'll compare speculating and investing, then health insurance specialist Shelley Grandidge joins us for the Q & A.  A fact-filled show you don't want to miss...MASTERING MONEY is on the air!!

Mar 26, 2019

The average interest rate on a six-month certificate of deposit was 9.1% in 1970 and 13.4% in 1980. Back then, of course, inflation was higher but so were wages on a relative basis... and those higher interest rates, plus the prevalence of pensions, allowed many retirees to generate livable income streams without invading their principal or taking risks in stocks. But two decades worth of declining interest rates have dragged yields down to a point where the idea of retiring on CDs and bonds is not feasible. Morningstar financial editor Christine Benz believes the most effective way to beat low-interest rates is with bucket planning. Today, we'll compare her idea for bucketing to the IQ Wealth System. Then Fox Business Analyst and radio show host Gary Kaltbaum joins us for the Q & A. You don't want to miss today's show, MASTERING MONEY is on the air!

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