Info

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.
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2019
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: Page 4

CLICK TO GO BACK TO IQWEALTH.COM

Feb 6, 2019

What do you do if suddenly you’re wondering if your financial plan for retirement is really on course? Many people today are finding themselves wondering if their current advisor has them allocated properly. In fact, so might you--especially if you saw big losses during the fourth quarter of 2018. That was a wake-up call and a good test of what you would feel like if the fall was twice as bad and lasted much longer. Today, on Mastering Money, we'll define what a durable, sustainable plan for retirement really should look like. It must include an income replacement plan, an investment plan, a tax plan, a healthcare plan, and an estate plan. We'll review it, starting with the basics. Then, health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A. MASTERING MONEY is on the air!!

Feb 5, 2019

Regardless of whether you like or dislike Donald Trump, the accomplishments of his first 24 months in office are undeniable. In fact, they total more than both Ronald Reagan and Bill Clinton, generally regarded as the two most popular presidents of the modern era. Trumponomics has completely transformed the American Economy.  If you watch Fox News or listen to Rush Limbaugh you are more aware of Trump’s accomplishments than if you are a CNN fan. Investors need to separate facts from fiction in the real economy to make better decisions. Today, Steve and I will do just that in the Market Intel Segment. Then, Fox News Contributor Gary Kaltbaum joins us for a lively Q & A.  You don't want to miss today's show MASTERING MONEY is on the air!!

Feb 4, 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!

Feb 1, 2019

Wouldn’t it be nice if you could buy the stock of the consensus best companies in the United States, put them in a drawer, forget about them, and wake up one day tripling your original investment--with a pile of dividends coming in?  Well, of course, it would be nice, and chances are it can still be done, but the trouble is that our economy is evolving-- there are no complete “sure things.” That said,  investors who want to make real money can’t just sit on their hands.  Kiplinger recently outlined what to look for in a "KEEPER" stock--the type of stock you can hold forever if you want. Markets will rise and fall, but the companies you might classify as “keepers” tend to fall less hard and will be the first to come back because they make real profits in the real economy. Today, we'll review Kiplinger's rules for finding KEEPER stocks. You don't want to miss it. MASTERING MONEY is on the air!!

Jan 31, 2019

The upside of the stock market is that it can build exceptional wealth with great liquidity. The danger is that we take on the future being re-active rather than pro-active. The risk of a market crash can never be eliminated, but it can be mitigated. The reasons to diversify are everywhere you look, but the danger is that we as investors overestimate our ability to see danger coming. We simply can't. We believe that bad things happen to other people—research confirms it over and over. There are more than seven types of risk almost every investor is taking right now, and some of that risk is at or near an all-time high. Steve will review each of those risks today and how to build, grow and protect your nest egg. You don't want to miss today's show. MASTERING MONEY is on the air!

Jan 30, 2019

Is there a way of investing for retirement that may actually make you a happier person,  over the more traditional way? A study by a Deloitte Advisory  Research Group says the answer is yes. Research involving many retirees indicates there may actually be a certain way to allocate your money in retirement that can lead to less worry and a greater feeling of confidence about the future. We'll share that with you today along with proven methods for building retirement wealth, the SMART way. MASTERING MONEY is on the air!! 

Jan 29, 2019

Did you know that there is only one time you should accept an optional early retirement offer, according to Matt Krantz writing for Money Magazine?  In 2018, U.S. companies announced plans to cut 46,100 jobs due to voluntary severance, which includes buyouts and early retirement offers. This was up considerably from the much smaller 5,000 buyout offers and early retirements in 2017. Therefore,  Krantz says don’t be surprised if you happen to get an early offer soon! But he warns there is only one time when you should accept the offer, and we will share that with you today--along with tips on how to build retirement wealth the SMART way!  MASTERING MONEY is on the air!

Jan 28, 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!

Jan 25, 2019

Can a dividend reinvestment strategy be the antidote to falling markets? Or, put another way--can falling markets provide a way to grow an even bigger nest egg for your future, by using steady increasing dividend reinvestment? The answer is yes-- and you've already used the strategy if you own a 401k, 403b or 457 plan. How? Rain or shine, during good markets and bad, you kept contributing to your retirement plan. And guess what? It was during down markets like these that you built the MOST wealth--buying good company shares at lower prices. Today, Steve will demonstrate how to build Retirement Wealth The Smart Way--while protecting what you've worked so hard to save. MASTERING MONEY is on the air!

Jan 24, 2019

Your brain is making you poorer, says Morgan Housel writing for the Motley Fool. Good investing requires research that has no bias, focused purely on the numbers. Good research requires using your brain to be objective and to allow the facts to overrule your opinions. But behavioral psychologists say that when you are doing research on your own from sources like Google, you haven’t got a chance.  Why? Brain scientists tell us we come hardwired with at least 15 mental biases that cause us to misinterpret information inaccurately,  ending up in poor decisions...decisions that cost you money!  Today, we’ll review a number of these biases and what you can do to protect yourself from your worst enemy! You don't want to miss today's show...MASTERING MONEY is on the air...

1 « Previous 1 2 3 4 5 6 7 Next » 102