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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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Oct 8, 2019

Medicaid is a health care program designed for the poor. That said, it is well known that poor health and long term care needs later in life by one or both spouses can lead to a couple actually BECOMING poor! This is why certain forms of planning are legally allowed to potentially help keep a family from financial devastation while receiving Medicaid long term care benefits. Today, we'll review key details of Arizona's Medicaid System, how it differs from MediCARE, and how to properly plan for it if you have parents faced with the issue. To help us, Phoenix Elder Law attorney Caleb Linn joins us for the Q & A. This is a fact filled show ou don't want to miss. MASTERING MONEY is on the air!!!

Oct 7, 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 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 a  timely financial update from Steve you won't want to miss!

Oct 4, 2019

The terms ‘recession’ and ‘stock market crash’ are often used interchangeably in spooky headlines about what might be ahead for the economy. The reality is that while the stock market may dip due to the PSYCHOLOGICAL effects of a recession, the statistics show there isn't really a clearly traceable cause-effect relationship between the two.  That doesn't stop scary headlines about BOTH from pushing nervous investors to sabotage themselves, doing the exact wrong things based on temporary dips in the market. The key lies in having a strategy in place that actually BENEFITS from dips in the market AND protects against market crashes with the bulk of your money. We'll review that strategy today, and then Travel Agent Ruby Kelly joins us for the Q & A and tells us where to go!  Don't miss it...MASTERING MONEY is on the air!!!

Oct 3, 2019

The terms ‘recession’ and ‘stock market crash’ are often used interchangeably in spooky headlines about what might be ahead for the economy. The reality is that while the stock market may dip due to the PSYCHOLOGICAL effects of a recession, the statistics show there isn't really a clearly traceable cause-effect relationship between the two.  That doesn't stop scary headlines about BOTH from pushing nervous investors to sabotage themselves, doing the exact wrong things based on temporary dips in the market. The key lies in having a strategy in place that actually BENEFITS from dips in the market AND protects against market crashes with the bulk of your money. We'll review that strategy today, and then Travel Agent Ruby Kelly joins us for the Q & A and tells us where to go!  Don't miss it...MASTERING MONEY is on the air!!!

Oct 2, 2019

So, what happens if you retire at or near a Market Peak? Have you thought about that? Statistically, people are more inclined to retire during the top end of a bull market. It only makes sense. That's when confidence and peace of mind are higher. The trouble, as we all know, is that "what goes up also comes down" and if it comes down soon after we retire, that's a problem. Also, statistically, the ten year periods following really strong ten year periods are not so hot. Withdrawing steady income from a declining balance can run a retirement off the road. Today, we'll tell the story of Donna, whose great grandparents, grandparents, and parents ALL retired during market peaks going back to 1928, 1973, and 1999, and what Donna has decided to do with her retirement. Then Medicare specialist Shelley Grandidge joins us.
Don't miss today's show MASTERING MONEY is on the air!!!

Oct 1, 2019

Have you heard about the new Bill that passed in the House of Representatives that would raise the age for taking RMD withdrawals from the current age of 70 ½ to age 72? Well, it still has to pass the Senate, but attorneys and accountants warn that required minimum distribution planning is only a small part of the bill. The IRS will miss almost a billion dollars a year in revenue from moving to age 72. But don't worry, they still have several ways to take it out of your hide! You need to be aware of how what is known as the SECURE Act will likely affect your estate and tax planning decisions going forward. One casualty is the “Stretch IRA”. it will be done away with. Steve and I will have the details for you today and then former probate litigator and now estate planning attorney LIBBY BANKS joins us for the Q & A. Don't miss today's show--MASTERING MONEY is on the air!!!

Sep 27, 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 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 a financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Sep 27, 2019

Radio guru Dave Ramsey has come under fire of late as it has been learned that the financial advisors he refers his seven million listeners to-- sell upfront loaded mutual funds! These front-loaded funds charge customers an upfront fee to pay a commission to the advisor, which is deducted directly from the investors principal--while guaranteeing nothing to the client in the way of principal protection or reliable retirement income. Mr. Ramsey is justifiably recognized for his work at helping young people get out of debt and pay off mortgages, but his RETIREMENT investing advice has been called into question by sources like Money Magazine. Today, we'll provide a mini-course on mutual funds from front load to no-load, then Steve reviews five tips for building retirement wealth the SMART WAY. Mastering Money is on the air!!

Sep 26, 2019

Most investors in or near retirement are looking for three main things for their nest eggs: Number 1) ample liquidity, number 2) permanent, worry-free reliable income to cover all expenses, and number 3) an effective and systematic way to grow money in the stock market over time. Mainly, they don't want to lose half their money to the next bear market, and they want to be certain they will never run short of income. Real wealth consists of permanent ample cash flow, not just piles of money that can be lost. That’s why more investors are making life more simple, and bucketing their retirement money into a combination of dividend stocks and high-quality Next Generation income annuities. Today, we'll review the key points you need to know about how to win with dividend stocks, and then CPA Nick Stefaniak joins us for the Q & A. Don't miss it...MASTERING MONEY is on the air!!!

Sep 25, 2019

Many people own living trusts and consider the idea of making their trust the beneficiary of their IRA. Attorneys and CPAs warn that it can be a real financial mistake unless your trust is properly and specifically worded and names a qualified designated beneficiary. There are three factors that must be present if you want to use your trust as an IRA beneficiary and five circumstances when attorneys say you absolutely SHOULD use a trust. Today, we'll continue our IRA clinic as we review the rules for making your trust the beneficiary of your IRA. Then Steve answer questions on whether or not annuities are recommended for certain types of IRA rollovers. A fact-filled show you don't want to miss...MASTERING MONEY is on the air!!

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