Info

Mastering Money

Mastering Money is hosted by Certified Income Specialist™ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
RSS Feed Subscribe in iTunes Android App iOS App
2017
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 6

Mar 20, 2017
Americans 65 and over are retiring with more debt than any generation in history. The Wall Street Journal reports that Americans age 65 to 74 hold more than five times the debt that retirees the same age held just twenty years ago. Learn how excessive debt reversed the fortunes of a 66 year old millionaire real estate investor.  Steve and Sinclair have her story, then Steve reviews T the Black Diamond Dividend™ Strategy.
 
Mar 17, 2017

In this timely interview with Financial Advisor Steve Jurich of IQ Wealth Management, learn important tips for selecting annuities and dividend investments as the anchor for your long-term retirement strategy. Steve discusses and clarifies annuity income riders and what you should look for in your search, as well key factors in selecting dividend paying stocks.

Mar 17, 2017

Tempted to text while driving?  The National Safety Council estimates deaths rose 6% in 2016 to 40,200 compared with the year prior and increased 14% over the 2014 tally, representing the sharpest two-year escalation in more than a half-century. Studies show that texting, snapchatting, and facebooking are a big part of the story, but some say the improving economy is part of the problem... SEE?? It's Trump's fault! ..Or, is it the Russians?  Steve and Sinclair separate fact from fake news with a timely Wall Street Journal report.

Mar 16, 2017

Now that the Fed has raised interest rates and is talking about doing it twice more this year, can you expect better rates on your bank accounts? Think again! The Wall Street Journal says that banks are so flush with cash, they don't really need your money. A one hundred thousand dollar savings account is typically paying four tenths of one percent among the bigger banks, or around forty dollars annually! And you'll have to buy your own toaster...Steve and Sinclair have the report on what's happening and what you can expect. Then estate planning attorney Richard Dwornik is here with some timely advice and case studies. 

Mar 15, 2017

Statistics show that most people don’t really hate life insurance, they just hate paying for it! But what if you could get all your money back if you don’t die? 

Thanks to a lot of innovation, you can now have all the protection you want to own, and if you don’t die within the term you specify, you get all your money back, and you would have to earn better than 4% on your investments to beat this unique insurance offering! Steve and Sinclair have the inside report. Then CPA Nick Stefaniak reviews tax tips for owners of LLC's. 

Mar 14, 2017

The stock market has tripled since March of 2009, while the average CD hasn't paid more than 1% since that date. But now if rates rise, the economy could tank. If they don't rise, many retirees are not sure what they'll do. Find out why many retirees still fear running out of money, and why one dentist decided to go back to work in his mid-seventies. Steve and Sinclair have the timely Wall Street Journal report and a story about the Tiger 21 Club.

Mar 13, 2017

One the greatest investors of all time, Warren Buffett, views dividends as as a key to selecting successful stocks and analyzing companies. Steve and Sinclair review the most important keys to investing in dividends in segment 2. Then mortgage expert Joe Capitano is here for the Q&A

Mar 13, 2017

Dimensional Funds have become popular, but many of DFA's funds have not been beating the indexes after fees for the past fifteen years, according to a former Morningstar analyst writing for the Wall Street Journal. DFA’s international funds have produced a 5.35% annualized return for the 15-year period ended in 2016 before fees, while the Benchmark Index with no fees, returned 5.29% for the same period. After fees, the DFA fund lost to the index. Steve and Sinclair have the analysts findings on several other DFA funds and a projection for real estate funds published in the Wall Street Journal.

Mar 9, 2017

Why is it so hard to make money with a leveraged inverse ETF?  Is it time to buy an inverse ETF that pays 3 to 1 if the market falls? Or does it? What is the risk and how is the sausage really made with a leveraged ETF. Steve and Sinclair have the report. Then CPA Nick Stefaniak is in the house to talk about tax issues and deductions for your business. 

Mar 8, 2017

Say what happens when your ETF closes shop? Its happening more often than you think. A hundred twenty seven ETFs closed in 2016, and as an investor, you can get stuck with extra expenses and a nasty tax bill. According to Blackrock, more closings are on the way. Steve and Sinclair have the Wall Street Journal Report

1 « Previous 3 4 5 6 7 8 9 Next » 57