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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!
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Now displaying: Page 65

Apr 17, 2015

Steve and Sinclair discuss classic cars with Craig Jackson of Barrett Jackson.

Apr 16, 2015

For some people, the required withdrawals coming out of their IRAs is a welcome cash flow into their checking account. For others, it is a tax nuisance—they would much rather just keep the money accumulating tax deferred, but Uncle Sam has other ideas. Steve reviews the rules for RMDs and shows how to increase your estate and create more wealth with with Required Minimum Distributions.

Apr 15, 2015

Many owners of long term care policies are receiving notices of increasing premiums or reduced benefits. Many carriers have exited the LTC business,  including MetLife, Allianz, and Prudential Financial, but are required to honor existing policies. A year of long term care now averages $92,000 annually and is expected to DOUBLE in fifteen to twenty years. Barron's says that individuals with a net worth of $500,000 to $5,000,000 should explore low cost insurance alternatives. Steve and Sinclair dig in and clarify.

Apr 14, 2015

Warren Buffett lectures Americans about paying more of their "fair share" in taxes, yet he has created a loophole that cuts his rate to 17.3% and avoids up to $38 million annually in taxes. Sinclair and Steve break it down.  Ed Easterling, co-author of Bulls Eye Investing published by John Wiley & Sons and the editor of CrestmontResearch.com, brings his unique analysis of the markets to Mastering Money in segment 3.

Apr 13, 2015

The Rule of 100, also known as "Your age in bonds" worked well for retirees when bonds paid 5%, 6%, 7%, or 8% which was the norm for sixty years. Retired investors still need to keep their core nest eggs secure and using age as a gauge still works, but not with bonds. The A-Team digs for answers. In The Q & A, former Money Magazine Journalist Jordan Goodman joins Steve and Sinclair to continue the discussion. Steve summarizes the IQ Wealth Strategy in Segment 4.

Apr 9, 2015

For the first time in history, a major industrialized nation's 10 year treasury bond has gone to a negative interest rate. Investors in the Swiss 10 year bond now receive a negative coupon rate for 10 years, guaranteed. Meanwhile, Mexico has successfully issued a 100 year bond at 4.2%. Crazy? Yes. Steve reviews overfunded life insurance in segment 3.

Apr 8, 2015

A close look at Social Security claiming strategies and calculations in the Getting Smart With Your Money segment. In segment 3,Certified Financial Planning Practitioner® Murray R. Titterington joins the A Team to review IQ Wealth's advanced social security software and several case histories.

Apr 7, 2015

The A Team examines the pro's and con's of target date funds, and how they could be at greater risk than ever. Morningstar's Christine Benz's ideas for simplifying bucket strategies are in the crosshairs. Dan Shaffer of Shaffer Asset Management joins us after his interview yesterday on the Neil Cavuto Show, Fox Business.

Apr 7, 2015

Christine Benz of Morningstar writes about bucketing in her regular column on the Morningstar website. She is aware that any advisors and journalists have been scrambling for solutions to protecting lifetime income for retirees who are now living longer and living more fully in their 70s and 80s. We look at her recent article in segment 2, and then clear up confusion on annuity lingo in segment 3.

Apr 3, 2015
A look at the golf industry as reported on Bloomberg and Forbes. Fewer people are playing golf, courses are closing, sales of equipment down. Jack Nicklaus says courses will need to be shorter and quicker. In the Q & A, hedge fund manager Jim Gentrup, CFA, joins the A Team. Don't miss segment 4--Jack Webb does his tribute to the police.

 

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