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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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May 28, 2019

Reverse mortgages are widely criticized, but often they are a perfect fit for the right person or couple and are becoming more popular. Many people across the country and in Arizona have them. There are five signs when a reverse mortgage is a perfect fit, and there are five signs a reverse mortgage is not recommended. But for baby boomers entering retirement with ten to twenty years to go on a two hundred thousand dollars or more mortgage, a reverse mortgage could be a smart savvy move and a way to keep expenses lower while investing for more growth. Today, we'll review the pros and cons of reverse mortgages, then experienced loan officer Mitch Boxberger with Nexa Mortgage joins us for the Q & A. Don't miss today's show...MASTERING MONEY is on the air!!

May 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—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!

May 24, 2019

Cannabis stocks have been a volatile but largely outperforming group in 2019. Plenty of marijuana stocks, including Aurora Cannabis(ACB), Canopy Growth (CGC), and Cronos Group (CRON), have soared 30% to 50% in 2019. The gold rush mentality is alive and well, but analysts at Bank of America Merrill Lynch warn that while some companies are living up to the hype, others have risen too far, too fast—and investors could get burned. Today, we'll continue our educational series on cannabis and marijuana-related stocks and then Steve interviews one of the cannabis industry's leading spokespersons, Todd A. Harrison, an investment consultant and former Morgan Stanley vice president of Global Derivatives, followed by advice on building retirement wealth the SMART WAY. ....MASTERING MONEY is on the air!! 

May 23, 2019

American millennials are approaching middle age in worse financial shape than every living generation ahead of them, lagging behind baby boomers and Generation X despite a decade of economic growth and falling unemployment. New data show that millennials may never catch up with the generations of Americans that preceded them. The Fed analyzed income, debt, asset, and consumption data and found that millennial households had an average NET WORTH nearly 40% less than Gen X households had in 2001, and about 20% less than baby boomer households had in 1989. At the same ages, Gen X men working full time earned 18% more than their millennial counterparts do now, and BABY BOOMER men earned 27% more when adjusting for inflation, age, and other variables. What does this mean to you as a retired investor? Stocks may not keep their values due to weakening demand and the Social Security system may deplete faster than we thought. Today, we'll review the Wall Street Journal report on this alarming trend, and what you need to do now to avoid a coming crisis. Don't miss today's show...MASTERING MONEY is on the air!

May 22, 2019

Question: do the rich GET rich at the expense of the poor? Many people believe that the rich ONLY become rich at the expense of OTHERS. This world view is called “zero-sum thinking” because its adherents regard economic life as a zero-sum game, just like tennis, where one player has to lose for the other to win. Dr. Rainer Zitelman, writing in Forbes pointed out the flaw of zero-sum thinking. Zitelman was awarded his first doctorate in 1986 and his second Ph.D. in 2016-- and has written 22 books. In Forbes, Zitelman recalled the German poem: “Said the poor man with a twitch: Were I not poor, YOU wouldn’t be rich.” Today, we'll explore how Zitelman blows up that myth in a special evidence-based report you don't want to miss. Then Steve has three key tips for building retirement wealth the SMART way. MASTERING MONEY is on the air!

May 21, 2019

For over five years, European nations have been trying to jump-start their ailing economies with what was supposed to be a radical, short-term remedy—negative interest rates.  Instead, central banks can't see, to wean their economies off of them. Increasingly, says the Wall Street Journal, negative rates on bank accounts and even treasury bonds appear to be a permanent feature of the landscape says the Wall Street Journal. Could it happen in the U.S.? And did you know why low-interest rates--which are designed to STIMULATE the economy,  can LEAD to recession and DEE-flation, not IN-flation? We'll review the full report, and then Steve reviews key planning tips for building retirement wealth the SMART way!   MASTERING MONEY is on the air!!

May 20, 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—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!

May 17, 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!!! 

May 16, 2019

Dividend Aristocrats are large cap, blue chip companies from many different industries that have all demonstrated a healthy balance between capital growth and dividend payouts. The S&P Dividend Aristocrats Index has outpaced the S&P 500 over the past decade. According to S&P, Dividend Aristocrats generated an annualized return of 16.6% over the past 10 years, topping the S & P's 15.1% return. Dividend Aristocrats are companies that have raised dividends a minimum of 25 years. Today in the Market Intel segment, we'll define the differences between Dividend Aristocrats, Champions, Contenders, Challengers, and Achievers--and reveal insights on the Black Diamond and BLUE Diamond Dividend Growth Portfolios. MASTERING MONEY is on the air!!

May 15, 2019

With the stock market so unpredictable, and interest rates so low, retirees and those nearing retirement are left with fewer and fewer investment choices. Retirees naturally gravitate to safer investments in retirement. It can be said that doing so is a sign of intelligence because the idea of starting over or losing ten years of savings in a matter of months makes no sense at all past the age of fifty.  After the huge market swings in December of 2018 and again in May of 2019,  many investors have confirmed what they already knew. Their risk tolerance and time horizon are no longer the same. The demand for a safe asset that pays far more than a bond or bank account, and that can share in market-linked gains without any market losses is rising in demand. Today, we'll define exactly what a Next Generation Fixed Index annuity IS, and what it can DO for your retirement. You don't want to miss today's show, MASTERING MONEY is on the air!!

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