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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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Mar 11, 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!

Mar 8, 2019

Wall Street has long promoted keeping 60 percent of your money in stocks and 40 percent in bonds as the ultimate retirement strategy, claiming an average of 8 percent returns over time. Is that figure reliable, or is it just sloppy advice in light of today’s high markets and historic low interest rates? Brett Arends of the Wall Street Journal performed in-depth research to determine the viability and effectiveness of the 60-40 portfolio over the past 80 years. His findings? Except for two periods of dramatically declining interest rates, the 60-40 portfolio is in his words "full of holes." And today with bond rates so low, the risk of income shortfall from a traditional portfolio has never been higher according to Ernst & Young. Today, Steve will review exactly why your bond funds are at risk, and how quickly a retirement portfolio could be hurt if both stocks and bonds fall at the same time--which is a distinct possibility! You don't want to miss today's show...MASTERING MONEY is on the air!!

Mar 7, 2019

According to Dan Wiel, writing for the Wall Street Journal, dividend stocks are looking more attractive heading into 2019. Although the S & P 500 and the Dow have roared back after losses in the fourth quarter of 2018, many people are getting nervous. And when investors get nervous, they get defensive. And when investors get defensive, the record shows they move toward dividend stocks. The Journal says that the Federal Reserve’s shift to a neutral stance on interest rates following three years of rate increases is adding to dividend stocks’ appeal right now. Rising interest rates usually hurt dividend stocks by pushing bond yields higher, but with rates settling down again and markets looking for direction, dividend stocks make sense. We'll review the Journal report and how the Black Diamond Dividend Portfolio is positioned for growth. You don't want to miss today's show MASTERING MONEY is on the air!!

Mar 6, 2019

Is there a crisis at our Southern border? Nancy Pelosi says no.  But the chief of Customs and Border Protection has just announced that the system is at “the breaking point.” Arrests of FAMILIES crossing into the U.S. illegally in the past five months have hit a record, prompting      Families coming across make a difficult job for border patrol agents much harder because it adds the element of human hygiene, shelter, food, water,  and social issues. You can become the bad guy very easily just doing your job. Families accompanied by children, along with completely unaccompanied children with no parents, now make up 60% of arrests at the border according to the Wall Street Journal. The Border Patrol made over 260,000 TOTAL arrests between in just five months from October 2018  through February 2019, compared with 136,209 over the same period a year earlier, a 97% increase! And, there is simply no place for them to stay after they get here.  It is without a doubt a humanitarian crisis. We'll review the Journal's report, then insurance expert Shelley Grandidge joins us.  A fact-filled show today, MASTERING MONEY is on the air!!

Mar 5, 2019

The Green New Deal put forth by Socialist activists in the House has many eyes rolling and heads spinning but on Mastering Money, we want to be fair and simply present the facts as they unfold. Today, we'll review one aspect of the Deal being promoted by Representative Ocasio-Cortez, which calls for high-speed trains to take the place of airplanes and most cars within a decade. The project to go from Chicago to St. Louis was started in 2010, and is not yet finished, and has had to settle for sharing the train tracks with freight trains. The new trains are half as fast as hoped for. We'll review the Wall Street Journal report, then Steve will lay out what it takes to build retirement wealth...the SMART way. Don't miss today's show MASTERING MONEY is on the air!!

Mar 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!

Mar 1, 2019

There are hundreds of money decisions we all make on a regular basis, but most of them are short term, small in size, and have no lasting impact on our lives. The decision on how you will pay yourself a monthly paycheck in retirement, however, is the opposite—it is long term, large in size, and will have an immense impact on your life and your spouse’s! Get it wrong, and you have a problem. But it's harder than you might think to get it right! So, what can you do? Well, there are two main income replacement strategies used by advisors according to industry studies. The first is the Systematic Withdrawal approach, the other is the Segmentation or Bucketing approach. Today, Steve will compare the two strategies in detail, to help you determine which is right for you. ... MASTERING MONEY is on the air!

Feb 28, 2019

Investors hunting for protection after last year’s market turbulence are snapping up so-called smart beta funds in the hopes of sidestepping the next downturn, according to the Wall Street Journal. The S&P 500 has advanced 11% so far this year, but that hasn’t stopped investors from looking for a safer way to bet on stocks. In fact, the sudden rise may be what has investors nervous. A surge of new money has pushed inflows into these funds to record highs. Smart Beta funds are designed to take advantage of upswings while reducing some of the risks. Today, we'll discuss two of the biggest Smart Beta ETFs --then Steve will have several timely tips on building retirement wealth the SMART way. MASTERING MONEY is on the air!!!

Feb 27, 2019

While most of us are concerned about inflation in the years ahead due to the massive borrowing by nations, corporations, and consumers, there are other economists--who have been right about the economy on numerous occasions--saying that DE-flation is once again the problem that is right around the bend. With talk of the Green New Deal, Medicare For All, Reparations, and multi-trillion dollar infrastructure projects, it is hard not to see some pretty heavy inflation coming our way. But renowned economist, investment manager, and best selling author Gary Shilling says we will see more DE-flation before we head into a major IN-flation. He says the Amazon Effect, China continuing to sell cheap goods, robots taking jobs, and drug prices falling could all shrink the economy in the next several years leading to recession. Is he right? We'll lay out his fact-based case. Then health insurance expert Shelley Grandidge joins us for the Q & A. MASTERING MONEY is on the air!

Feb 26, 2019

Annual damages from cybercrime will soon exceed $1 trillion dollars according to industry and government statistics. Cybersecurity spending for 2018 came in at $114 billion dollars and is expected to reach $250 billion dollars annually by 2023. Cybersecurity is a growth industry—But how do you best invest in it? What are the least risky ways to be a part of the expansion of this important segment of the high tech economy?  Today, we'll review several ETFs that may provide the solution and are being talked about by a growing number of professional investors. Then Steve will review the Black Diamond and Blue Diamond Dividend Growth Strategies. MASTERING MONEY is on the air!

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