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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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Jun 26, 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!!

Jun 25, 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 is "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!!

Jun 24, 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 special update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Jun 21, 2019

With interest rates remaining low, many retiring Baby Boomers feel like they are being PUSHED into stocks. But where else can they turn? Bonds are paying ridiculously low-interest rates--not enough to keep up with inflation! This is leading to increasing demand in dividend growth stocks. Today on Mastering Money, Steve will demonstrate how a stock whose price declines by thirteen percent over ten years can still realize a positive return over six percent because of reinvesting rising dividends while prices of quality stocks are lower. Learn the PROPER way to invest in dividends for higher returns and lower risk. Don't miss TODAY'S show. MASTERING MONEY is on the air!!

Jun 20, 2019

High-level research points to the fact that investors often think their savings grow in a linear fashion. Test after test reveals that most people think in terms of simple interest, or average annual return, rather than geometric compounded returns. They have a bias toward ignoring the effects of compounding over time. The reality is that the richest people in the world got rich, and continue to GET rich, not overnight but through compounding steady gains—year over year over year--often piling up seven times more wealth than those chasing short term gains and market timing. Wealthy people let money come to them. They don't chase after it. They position themselves well. Today we'll review a Wall Street Journal report on the published findings of why so many people will never be rich. You don't want to miss today's show, MASTERING MONEY is on the air!!!

Jun 19, 2019

In investing, knowledge is power. To paraphrase Benjamin Graham's investment advice--Warren Buffett’s mentor--you should strive to know WHAT you are doing and WHY. If you don't understand the game, he said, don't play it...and Stay away until you do. Being honest, most of us would say we DON’T actually understand the market. It has gotten so massive and unpredictable, pretending to know every aspect of it is foolhardy. Even Warren Buffett, during his brilliant career, only worked within a slice of the market—companies that he grew to understand very well and companies that made real money in the real economy. Buffett took a mathematical and systematic approach to investing. Today we'll review exactly how to do that, then health insurance and Medicare expert Shelley Grandidge joins us. A great show for you today...MASTERING MONEY is on the air!!!

Jun 18, 2019

Should Investors be wary of automated robo-advice online? According to research published in the Wall Street Journal, people tend to think suggestions from algorithms are always more “objective” than advice from humans. But...they’re wrong according to noted researcher Dr. Nazil Packin with the Zicklin School of Business in New York City.   Her Wall Street Journal-published-report points out that many of us routinely—and even BLINDLY—rely on the advice of ALGORITHMS  in all aspects of our lives, from choosing the fastest route to the airport to deciding how to invest our retirement savings. ….But should we trust algorithms as much as we do? Research suggests maybe we shouldn’t, especially when it comes to high-stakes financial decisions. Today we'll review the surprising research findings from the Journal with advice on building retirement wealth the SMART way. MASTERING MONEY is on the air!!

Jun 17, 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 special update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Jun 14, 2019

Remember When a Half Million or a Million dollars in a 401(k) Meant Your Money Worries Were Over? Once upon a time achieving the million dollar milestone meant you could install the hammock on the porch of your oceanfront property and get out the pina colada's! Not so much today! In fact, statistics show that there over fourteen million households with a net worth of more than a million dollars and guess what their number one fear is?  Running out of money. Today, we'll explain why the worry is not illogical or irrational.  The math is a bit more worrisome than Wall Street brokers might have you believe. Then Steve will lay out the steps of putting a firewall between your income and growth capital so that you can actually STOP WORRYING about running out. A great show today that you don't want to miss...MASTERING MONEY is on the air!

Jun 13, 2019

The explosion of products and services that have become available in the financial marketplace today are enough to bewilder even the most educated expert. But there are very few vehicles that have generated as much controversy in both public and professional forums as variable annuities. Variable annuities are a blend of higher risk investment with contractual income guarantees. There are pros and cons. There are good times to own one, and there are bad times. While fixed, fixed index and immediate annuities have zero fee deductions for management and servicing-- and very few moving parts-- the opposite is true with variable annuities. Variable annuities are built with MANY moving parts and can have a remarkably high fee structure. Today, we'll look under the hood and examine what you need to know about variable annuities, plus three key tips on building retirement wealth the SMART way.  Don't miss today's show, MASTERING MONEY is on the air!!

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