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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 76

May 19, 2015

Should you use your trust as the beneficiary of your IRA? Attorneys say it is not advised unless you have very important wording in your trust, and certain stipulations are met. Steve and Sinclair review in segment 2. Experienced real estate attorney Chris McNichol with Gust Rosenfeld joins the A-Team for the Q & A with the inside story on a high profile property at the 101 and 201 that has been mired in controversy, foreclosures, and bankruptcy with a REIT involved. Very intriguing case and very instructive.

May 18, 2015

Barrons points out the many risk in the latest bond "fad"--unconstrained bond funds. These are bond funds that many people may own in their portfolios and not even know it. Money has suddenly been pouring into these safe sounding funds that are leveraged 6 to 1 or worse with futures derivatives and contain in the range of 40 percent junk bonds. Most are betting on a huge spike in interest rates. If the the huge spike doesn't arrive on time the bond fund owner loses in several ways:  the low yields, the junk bond potential default, and the expense of hedging against an event that doesn't occur. Steve and Sinclair review them in segment 2 while Dan Shaffer of Shaffer Asset Management, a frequent contributor on Fox Business, joins the A Team for the Q & A.

May 14, 2015

Has Biogen found a breakthrough in the battle against Alzheimers? Steve and Sinclair review the recent discovery of anti-bodies that are actually attacking the disease at its source. Caution is still in the air, but it is the most encouraging drug yet say medical experts. In the Q & A,  stock split expert Neil MacNeale joins the A-Team, discusses his unique formula for outperforming the S & P with shares of companies whose stock has recently split.

May 13, 2015

According to a Barron's report, Social Security has drifted into being even further underfunded than expected. The numbers are off by just a "touch": one trillion dollars off by 2030 just fifteen years from now. The result is that the system could hit an iceberg sooner. Find out some facts about who's minding the store and how they're minding it. In the Q & A, CFP® Murray Titterington with IQ Wealth. joins the A Team to discuss the Earnings Test for income earned while taking social security, and the trap to avoid.

 

May 12, 2015

Southwest Airlines has always been profitable by buying jet fuel and locking in prices. It worked well during periods of spiking oil prices. Last year, they lost money by using the same hedging process. American, the worlds largest airline, had a record year by simply buying it at 50% off, netting a $600 million profit. Steve and Sinclair review. In the Q & A, Matt Griffin, CEO of Payson Petroleum, answers questions on how they are managing the oil in the ground in today's price environment.

May 11, 2015

Road trip! Are more Americans planning to drive more miles this summer, or is the economy still too darn slow to take advantage of lower gas prices? And why have gas prices risen faster than the price of oil. Steven and Sinclair review a Wall Street Journal report on gas prices. In the Q & A, fund manager and market analyst Dan Shaffer, MBA, joins the A Team to break down what's happening with the U.S. dollar, the Euro, Gold, and interest rates.

May 7, 2015

Dr. Laurence Kotlikoff is the noted authority on Social Security. Sinclair and Steve review some of Dr. Kotlikoff's "34 Things You Need To Know", including spousal benefits and special rules for divorcees. Which method of claiming S.S. is best for you? What can you do if you have already started claiming? We dig in for answers. In the Q & A segment, CFP® Murray Titterington with IQ Wealth Advisory, LLC joins the A- Team to talk Social Security.

May 6, 2015

Got Milk?  Steve and Sinclair explore what's happening in one of the key agricultural industries in the U.S., the fluid milk business. People are drinking less milk and kids are drinking half as much as the previous generations. Coca Cola is trying to make milk cool again. Will it work? Let's talk about it. In the Q & A, Jerry Brown (no, not the governor) the Public Relations director for St. Mary's Food Bank joins the A-Team. Some of the statistics for their accomplishments will blow you away. Giving a little helps a lot, even if it is one kid that gets some milk to drink or peanut butter to eat tonight. It's cool to give and help! And Jerry is a fun interview!

May 5, 2015
Should you use your trust as the beneficiary of an IRA?  Only if it is worded properly. Recent court cases point to more accuracy being needed in the wording of your trust. Steve and Sinclair review the basic rules for trusts being used as IRA beneficiaries, then Attorney Ian Hasegowa with the Gorman & Jones law firm, joins the A-Team to answer critical questions on this timely topic.

 

May 4, 2015

Steve and Sinclair review the remarkable growth of nuclear submarines around the world. Suddenly, China now has the capability of hitting Hawaii from a sub near the Chinese shore, and the west coast from a sub in the mid-Pacific. Earlier this year, Sweden spotted a Russian sub in its waters. The production and acquisition of modern day, strike-capable nuclear subs will double over the next 9 years according to Naval intelligence and private tracking firms. In the Q & A segment, Tom Sigrist and Aaron Cardwell join the A-Team to discuss low interest rate, non recourse commercial financing for commercial projects in the $2 million to $50 million range, from HUD, Fannie Mae, and Freddie Mac. If you're a real estate investor, don't miss this interview.

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