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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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Dec 26, 2018

To say that this December in the stock market has been volatile is an understatement! Behind the broad, swift market slide of late 2018 is an underlying new reality: Roughly 85% of all trading is now on autopilot—controlled by machines, mathematical models, or passive investing formulas, creating an unprecedented trading "herd" that moves in unison and--unfortunately sometimes-- blazingly fast. Analysts are now recognizing that the machines can both buy in unison or sell in unison. So what's an investor to do? Give up? Today, we'll provide you with an update on how the machines are affecting the markets and most importantly, how you can play to win while building retirement wealth the SMART way. MASTERING MONEY is on the air!!

Dec 25, 2018

With the end of the year approaching, it’s time for investors to get a real handle on just what is happening with the markets, focusing on FACTS rather than opinion. So, has a bear market begun, or are we just hitting a few speed bumps? According to Wall Street Data firm, FACTSET, as of Mid December 2018, there were 11,136 ratings from analysts on stocks in the S&P 500. Of these 11,136 ratings, 53.9% are ‘Buy’ ratings, 40.8% are ‘Hold’ ratings, and only 5.3% is ‘Sell’ ratings. That’s 93 percent positive or neutral. Is that the whole story? Not by a long shot. Today on Mastering Money we'll get into the details of the Factset report so that you can get a handle on where things are and where they're going. Don't miss it...MASTERING MONEY is on the air!

Dec 24, 2018

There are four things a company can do with the net profits it makes:  1)Reinvest back into the company  2) acquire other companies  3) buy back its own shares—or----4) pay dividends. Companies that pay dividends are typically known for being more disciplined about their balance sheets. Berkshire Hathaway, Warren Buffet's company, rakes in billions in dividends every year but does not pay them out to investors. Instead, Berkshire reinvests dividends to create even and compound even more equity for the future. Today, we'll review exactly how you can put Berkshire's ideas to work for you in both good markets and bad! You don't want to miss today's show...MASTERING MONEY is on the air!

Dec 21, 2018

Is it possible to average an 8.43% return on your investments in retirement, withdrawing only 5% per year, and still run out of money in 20 to 22 years?  It’s not only possible, but it also happens more often than you think!! In fact, a study by prominent CPA firm Ernst and Young reveals that due to low-interest rates and high markets, today's affluent retirees are more at risk than ever of running out of money--even starting with a million dollars or two million dollars on retirement day! The key culprit other than low bond rates is known as Sequence Risk. Today, we’ll show you how it can easily happen in your own portfolio, and Steve will show you precisely how to avoid it while building RETIREMENT WEALTH, the SMART way. ...MASTERING MONEY is on the air!   

Dec 20, 2018

There are roughly 100 million people in the U.S. today covered by defined-contribution plans such as 401(k)s, according to the Department of Labor. And each person has to figure out whether to participate in the plan and, if so, how much to save weekly or monthly. So here’s a question: When does it Make Sense to Stop Adding Money to a 401(k)?  Does it EVER make sense to STOP contributing?  The short answer is yes, according to retirement experts, especially as you near retirement. We'll review the smartest advice regarding 401ks in the Market Intel segment, then CPA Nick Stefaniak joins us for the Q & A. A big show today that you don't want to miss!  MASTERING MONEY is on the air!!

Dec 19, 2018

Secretly, we all want our investments to be “up” all the time so we can feel good, but in order to really grow wealth, buying more shares while markets are down is actually a better way to win with your investments.   All investors have one common goal in mind: to get the most return they possibly can, for the least amount of risk. Every experienced investor who has actually made money over time knows that no investment will be “up” 24/7. It has to be down sometimes, and that presents opportunity! On today's show, we'll dig into a strategy that can grow wealth whether markets are up or down, and works automatically even if you're out on the golf course. Then health insurance expert Shelley Grandidge joins us. You don't want to miss today's show ...MASTERING MONEY is on the air!

Dec 18, 2018

With the end of the year approaching, it’s time for investors to get a real handle on just what is happening with the markets, focusing on FACTS rather than opinion. So, has a bear market begun, or are we just hitting a few speed bumps?  According to Wall Street Data firm,  FACTSET, as of Mid December 2018, there were 11,136 ratings from analysts on stocks in the S&P 500.   Of these 11,136 ratings, 53.9% are ‘Buy’ ratings, 40.8% are ‘Hold’ ratings, and only 5.3% is ‘Sell’ ratings. That’s 93 percent positive or neutral. Is that the whole story? Not by a long shot. Today on Mastering Money we'll get into the details of the Factset report so that you can get a handle on where things are and where they're going. Don't miss it...MASTERING MONEY is on the air!

Dec 17, 2018

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!

Dec 14, 2018

Most investors are pretty easy to please.  All they’re really asking for with their money is twenty percent returns,  zero percent risk, and 100% liquidity!  Unfortunately, the perfect investment does not actually exist, but famous economist Roger Ibbotson has now gone on record to identify and isolate the financial asset that may offer the optimal combination of safety, yield, and liquidity that retired investors are seeking.  We'll reveal which asset he favors, and it MAY shock you Then CPA Nick Stefaniak joins us for the Q & A.  A big show today that you don't want to miss! MASTERING MONEY is on the air!

Dec 13, 2018

MANY BABY BOOMERS do more traveling as they enter their retirement years—especially in the first ten years of retirement. Where are boomers headed in 2019?
According to an AARP survey, thirty-eight percent say they have created a written “bucket list” that they hope to embark on within the next several years. Boomers have an average of eight places they hope to visit the survey says. Today, we'll reveal some of those places and what they will cost from a Wall Street Journal special report, followed up by a Q & A with travel expert Ruby Kelly. If you plan to travel next year, you don't want to miss today's show...MASTERING MONEY is on the air!!

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