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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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Sep 24, 2019

Retirement planning is a multi-dimensional undertaking. Done properly, retirement planning spans two-thirds of a person’s life. Ideally, retirement planning begins at the point a person begins working, and continues for at least thirty years and beyond.  The advent of the 401k plan has created a generation of millionaires-on-paper who have accumulated over a million dollars when combining retirement accounts, investments, and home equity. Studies show that people with a million dollars in 401ks and IRAs have something in common:  Almost all of them worry they will run out of money one day.  They worry that the market will crash, taxes will rise, social security will go broke, and inflation cuts their buying power in half.  Today, we’ll talk about five specific retirement planning REALITIES that you can't get wrong, for those who HAVE had a good fortune--and the fortitude--to accumulate a substantial 401k.  Don't miss today's show--MASTERING MONEY is on the air!!

Sep 23, 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 20, 2019

In America today, we have a record number of millionaires, mostly from 401ks, stocks,  and real estate. A million dollars doesn't buy what it once did, but it is still a lot of money. Today on Mastering Money,  we’ll review just how many millionaires there are in this country today... how most of them made their money...and what they worry about most. The number of households with a million dollars of net worth all across America may shock you, yet much of this wealth is not protected against another 2008-style-crash. Today, we review the startling statistics and review strategies that survived and thrived the 2008 crash.  MASTERING MONEY is on the air!!!

Sep 19, 2019

Imagine walking out to your mailbox every few months and finding five thousand or ten thousand dollars worth of checks sitting there waiting for you. Every ninety days, the same checks arrive and then every year the checks get bigger--you get a raise every year! And you get those checks for doing absolutely nothing, except owning the right investments. Some investors like to speculate on higher prices in the future for their stocks or real estate. Other investors don't mind higher prices, but they're in it for the steady growing cash flow--money in the mailbox.  Rental properties and dividends stocks have created immense wealth in this country and today we will review exactly how you can put the plan to work for you, and build retirement wealth, the SMART way.   MASTERING MONEY is on the air!!!

Sep 18, 2019

As time goes on, Inherited IRAs are becoming more and prevalent. You may be receiving one yourself one day from a parent or sibling, or the day may come when you leave YOUR IRA to a child, brother, sister, or even a grandchild. Do you know how Inherited IRAs' really work? Today on Mastering Money, we'll continue our IRA Clinic, focusing today on the rules of the road for INHERITED IRAs, including techniques for doubling or even tripling your income from an Inherited IRA, fully in line with IRS rules! Then Fox Business Contributor Gary Kaltbaum joins us for the Q & A. This is a show you don't want to miss...MASTERING MONEY is on the air!!!

Sep 17, 2019

To encourage individuals to save for retirement, the Internal Revenue Code provides special tax breaks to those who contribute to traditional-- and Roth IRAs. Traditional IRAs can be established by anyone who is: A) younger than age 70½ at the end of the year, and B, has EARNED income (i.e., wages, salaries, or payment for personal services) Today on Mastering Money, we will begin a clinic on IRAs, starting with the difference between a beneficiary and a DESIGNATED beneficiary and why its so important to know--and the impact of your last will and testament ON your IRA, and tell you what happens at the death of an IRA owner when an IRA does not have a designated beneficiary. Then mortgage expert Mitch Boxberger joins us for the Q & A with strategies for reducing or eliminating mortgage payments in retirement. A fact-filled show you don't want to miss...MASTERING MONEY is on the air!!

Sep 16, 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 13, 2019

As an investor, you can choose to invest in companies that pay dividends, or choose those that do NOT. With non-dividend paying stocks, there is only one way to make money: the price must go up. Period. With dividend-paying stocks, you have three ways to make your nest egg grow. Generally speaking, companies that pay regular dividends make it part of their business model. A small fraction of companies votes to INCREASE the dividend every year. These are known as dividend GROWTH Stocks. Today, we'll clarify the difference between Dividend Champions, Dividend Aristocrats, and Dividend Contenders-- and why it matters. Then estate planning attorney Libby Banks joins us for the Q & A. A fact-filled show you don't want to miss--MASTERING MONEY is on the air!

Sep 12, 2019

Elizabeth Warren wants to be your president, and she is now pulling even with Joe Biden for the Democratic nomination.  Unlike Sleepy Joe, Senator Warren is a high energy pusher of a form of socialized capitalism that she has renamed "Accountable" capitalism. It has a more saleable ring to it, but under her policies, all corporations worth more than one billion dollars--which comprise almost everyone's 401k and IRA, would have to form all new charters with a new board of directors. Under the  Warren charter, companies currently dedicated to their shareholders’ interest would be reordered to serve the interests of numerous new “stakeholders,” including “the workforce,” “the community,” “customers,” “the local and global environment” and “community and societal factors” --including global warming. Today, we have an incisive Wall Street Journal analysis of her plan done by former Senate Banking Chairman Phil Gramm that you don't want to miss, with CUTTING EDGE planning tips on building retirement wealth the SMART WAY.  ...MASTERING MONEY is on the air.

Sep 11, 2019

Automation is threatening 25% of jobs in the U.S.-- RIGHT NOW-- according to the Brookings Institution, in a report covered both by CNBC and the Wall Street Journal. The disruption will hit certain people harder than others, including low-wage earners and men. Should a recession come, the move to automation will accelerate.  These are the findings of a new report by the Brookings Institution, a Washington-based think tank, titled:  Automation and Artificial Intelligence: How Machines Affect People and Places.  We all know the robots are coming, and it could spell trouble for the economy and our national debt--but HOW will this massive unstoppable trend affect YOU as a retired investor? Today we'll review the findings of the study and what you can do to protect your retirement. Then travel agent extraordinaire RUBY KELLY joins us for the Q & A.  A power-packed show you don't want to miss!   MASTERING MONEY is on the air!!!

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