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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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Now displaying: Page 67

Mar 9, 2016

Today, March 9th, marks the seventh anniversary of the current bull market--making it 84 months old. That's the third longest in history with the average being 44 months. Are we due?  The Wall Street Journal points out that those retiring in 2016 and 2017 have the highest risk of retiring into a bear market since 1999. The Journal's article interviewed renowned retirement expert Dr. Wade Pfau. Wade D. Pfau, PhD, CFA, is a Professor of Retirement Income in the new PhD program for Financial and Retirement Planning at The American College in Bryn Mawr, PA.

 
Making a special appearance for the Mastering Money Q & A segment, Dr. Pfau joins Steve and Sinclair to expand on his interview in the Journal.
Mar 8, 2016

Today on Mastering Money, Steve and Sinclair examine "style drift" among mutual fund managers, using research from former Morningstar analyst John Courmarianos. Courmarianos  studied 106 funds that drifted from their original style box on Morningstar, and found a mutual fund that has more than doubled the S & P 500 since 2000. In the Q & A Steve answers questions and clarifies how it is possible to average an 8.43% return over 20 years, withdrawing only 5%, and still run out of money in a traditonal equity portfolio by the 21st year. Learn how the math works.

Mar 7, 2016

Today on Mastering Money, national gold expert Nick Grovich joins Steve and Sinclair to talk about the 20% rise in gold--why its happening, what's causing it, and what is the smartest asset to buy.  He also discusses the gold to silver ratio, the gold to platinum ratio, and the silver to platinum ratio--and what they are telling the savvy investor right now.  Then Steve reviews a Wall Street Journal piece on why the U.S. will need 1.5 million more mathematicians in the next four years to handle the data explosion, IBM reports that 90% of the data in the world today has been created in the last two years alone!! 

Mar 4, 2016

Today on Mastering Money, Steve and Sinclair review the many warnings by Finra and other agencies regarding Target Date mutual funds, often found in 401ks and by individual investors as a shortcut to planning for retirement. Just as Warren Buffett says bonds "should come with a warning label", Target Dates also come with heavy market risk and interest rate risk. Then, Mr. Chuck Carnevale, renowned dividend expert and editor of FastGraphs.com joins The A-Team for deep insights into dividend stocks.

Mar 4, 2016
Today on Mastering Money, its tax time and its a good time to hear from an expert...Enrolled Agent Doris Milton with H & R Block joins is a special guest followed by real estate developer Charles Boyd CEO of the Costa Rican Team development company.
Mar 2, 2016

Today on Mastering Money, have you heard about CoCo Bonds? No, Not CoCo PUFFS, CoCo Bonds!

Contingent convertible bonds, a product that came from the 2008 financial crisis and bailout, appear to be a new and exciting way for big institutions and unwary investors lose money! Find out why some big shots at Blackrock and Pimco are cautioning investors. In the Q & A session today, Certified Financial Planner Murray Titterington of IQ Wealth discusses opportunities in dividend investing. 

Mar 1, 2016

Today on Mastering Money, Steve and Sinclair review an analysis by John Rekenthaler, vice president of Research at Morningstar, on the three proven ways to outperform stock market indexes. Some may surprise you. Chris Loeffler of Caliber Wealth Development joins the A-Team for the Q & A Session, and in segment 4,  Steve talks about why people in Sweden are hoarding cash in their microwaves!

Feb 29, 2016
In Warren Buffett's annual letter to investors, he once again emphasizes that "Bond funds should come with a warning label."   Today on Mastering Money, Steve and Sinclair discuss and review a Wall Street Journal report about how investors confuse bonds--where principal is protected--and bond mutual funds/ETFs--where there is no principal protection. Finra is concerned that many advisors are still pushing bond funds as being "safe" when indeed bond funds have entered a new era of risk and may be a threat to the retirement plans of many.
 
In the Q & A segment, Commercial Real Estate attorney Christopher McNichol joins the A-Team to educate on buying tax liens as an investment.
Feb 26, 2016

On Mastering Money today, Steve and Sinclair head to the beach for a special friday edition with real estate developer Charles Boyd of the Costa Rica Team. Learn why twenty percent of the Fortune 100 and many U.S. retirees have established property in the economically stable paradise, and how to get a piece of Costa Rica for less than you think. Mastering Money Coming up next right after Business For Breakfast, right after the news, right here on Money Radio.

Feb 25, 2016

The last five years before retirement and the first five years after you retire can make or break a retirement income plan. That's because the sequence of returns during your last five to ten years will determine your final retirement amount. The order of the returns you get matters. If you get great returns during the time when you didn't have much money in the pot, but your returns go south or flat when you have a lot--your results can disappoint.

Steve and Sinclair investigate outcome math for both accumulators and de-cumulators based on a research article by CFP Michael Kitces who has appeared several times on Mastering Money. In the Q & A segment, Enrolled Agent and Master Tax Advisor Doris Milton with H & R Block joins the A Team.

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