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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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Jul 31, 2020

Many retired investors today are hoping, waiting, and praying for interest rates on bonds to go up so they can retire in safety. According to economic analysis by a growing number of economists, they may be hoping, praying, and waiting a very long time.  Deflationary trends  have gripped the world forcing interest rates to near zero, and even below zero. Low rates help borrowers but hurt savers. One would think with all the money being printed that IN-flation would be the problem, not DEE-flation. But that's not the case. Retirees are facing the hardest investment decisions of their lives right now. Imagine: a million dollars in a ten year treasury bond will only pay you around SEVEN thousand dollars a year! You heard right, and you simply can't retire on that!  Today we'll analyze the problem, and define the most viable solutions. Then health insurance and Medicare expert Shelley Grandidge joins us. ...You don't want to miss TODAY'S show..... MASTERING MONEY is on the air!!  

Jul 30, 2020

Social Security benefits are one of the most important sources of income for retired Americans, and deciding when to start taking monthly checks from Social Security is a key element of almost everyone's financial plan for retirement.  One of the arguments some financial advisors make is that by delaying your benefits, you can get what they call a "guaranteed return" of up to 8%!  But are you REALLY "making" 8 percent on your money by waiting, or is it a false narrative? Today on Mastering Money, Steve will explain why the "8% Return Myth" is just that--a Myth.... In fact, he will PROVE it!! If you want clear data on exactly when to claim Social Security and HOW to incorporate it into your financial plan, you don't want to miss TODAY'S show....MASTERING MONEY is on the air!!

Jul 29, 2020

Historically, we’ve always referred to the traditional sources of retirement income as a three-legged stool, composed of:
1. Government entitlement programs (Social Security and Medicare)...2. Personal savings and investments ...and , 3. Employer-sponsored defined benefit plans like pensions.  In the past, retirees could typically count on ALL three sources for retirement income roughly divided into thirds. With this traditional scenario, both the government and employer-sponsored plans were considered predictable, reliable income sources that may also be adjusted for inflation. So two thirds of your plan for retirement was set. Only one-third was the responsibility of the individual. Today, TWO thirds of the responsibility is yours, and the other leg--Social Security--is getting a little loose in the screws. Today we'll examine how COVID 19 may affect your Social Security, and the Medicare specialist SHELLEY GRANDIDGE joins us for a show you don't want to miss!  MASTERING MONEY is on the air!!!

Jul 28, 2020

What if a DISASTER wiped out the world's food supply, destroyed huge crops of wheat, corn, and rice, and the seeds for all of the successful grain species on the earth became endangered?  Right now, not too far from the North Pole, a large, very secure vault is quietly storing the seeds of thousands of varieties of plants including wheat, barley, lentils, chickpeas, faba beans and many more. The 18,540-square-foot seed vault includes three rooms, and has the capacity to house 4.5 million samples of 500 seeds each—a maximum of 2.25 billion seeds. Today on Mastering Money, we'll tell you all about it and the people who made it possible--- as told to the Wall Street Journal. Steve will then review how to create your OWN  secure vault around which to build your permanent financial plan for retirement. A fascinating show you don't want to miss....MASTERING MONEY is on the air!!!

Jul 27, 2020

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 timely insights from top market experts and heard by millions of listeners coast to coast—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 to help you INVEST SMARTER--plus money-making and money-SAVING ideas from Steve you won't want to miss! --it all starts NEXT... MASTERING MONEY IS ON THE AIR!   

Jul 24, 2020

So, just where do your beliefs and opinions come from? If you're like most people, you feel that your beliefs are rational, logical, and impartial, based on experience and objective analysis of all the information you have available.  Psychologists tell us that is not the case.  In reality, all of us are susceptible to faulty thinking and emotional biases.   Studies show--and we all know from experience--that even the smartest people on earth can make errors in judgement. Today we'll review why Behavioral scientists say you keep making the same investment mistakes over and over--without even knowing it--more importantly-- how to fix it. Then Health insurance and Medicare Expert Shelley Grandidge joins us for the Q & A.  Today's show could end up putting money in your pocket, don't miss it!...MASTERING MONEY is on the air!!  

Jul 23, 2020

If we had our druthers, we would prefer to retire into a healthy and certain economy where all the traffic lights were green and we could see a pathway straight ahead for miles and miles with no obstacles.   Given the choice, we would MUCH rather retire into the beginning of an economic EXPANSION, rather than the beginning of a recession. But retirees today are simply not getting their "druthers."  We have a huge election coming in the fall with plenty of turmoil to come no matter who is elected. Smart retirees don't try to predict the future, they like to build the future. Many professionals are retiring with a new breed of retirement annuity known as  NEXT GENERATION index annuity. Today, we'll review a Barron's article on annuities, and then Steve will reveal what to look for in the best annuities.  This is a show you don't want to miss....MASTERING MONEY is on the air!!!

Jul 22, 2020

One of the most impactful--but least discussed parts-- of the recently released Joe Biden tax plan is the elimination of the "step-up-in-basis" upon death. Many American families have enjoyed the ability to pass on appreciated assets like the family home, real estate, and stocks held at brokerages to the next generation without any capital gains tax.  Whether you have built up a nice stock portfolio or paid off your home and hope to leave it to your kids, Biden’s plan would eliminate that privilege and impose a capital gains tax upon.  But wait, there's more! His plan also makes gains taxable at the ordinary income rate, rather than the lower capital gains rate. We'll review the Tax Foundation's analysis. Then Medicare expert Shelley Grandidge joins us. A really important show you don't want to miss....MASTERING MONEY is on the air!!!

Jul 21, 2020

Stock analyst Thomas Lee of the firm FundStrat, stated on CNBC that he is looking for the stock market to bang out (quote) “significant new highs” by the end of the year, according to his interview on CNBC July 20th.  He points out that there is more cash sitting on the sidelines than in 2009. But even more than all that cash waiting to pounce is the potential for one of 133 coronavirus vaccine trials to deliver positive results. If at least one of them works, he sees the S&P 500 hitting  his forecast of 3,450. Today, we'll run down the best and worst stocks of the S & P 500 halfway through the year, and then bring you right up to speed on vaccine trials and which companies are on the verge of discovery...a great show you don't want to miss   MASTERING MONEY is on the air!!!

Jul 20, 2020

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 timely insights from top market experts and heard by millions of listeners coast to coast—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 to help you INVEST SMARTER--plus money-making and money-SAVING ideas from Steve you won't want to miss! --it all starts NEXT... MASTERING MONEY IS ON THE AIR!     

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