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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 8

Jan 9, 2018

...The market rolls on and experts say it still has gas in the tank, mainly because of the new Tax Bill!  What investments are best when the market is reaching new highs? One investment you may consider is the IQ Wealth Blue Diamond Income and Growth Portfolio which features both an offensive and defensive stance, seeking to benefit from ongoing growth as well as ongoing increasing dividends.Today we will take an in depth look at the Blue Diamond. Tune in to learn more about a very unique investment strategy! The IQ Wealth Blue Diamond Income & Growth Portfolio!!

Jan 8, 2018

It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist and syndicated talk show host is up next with special guests and unique insights on money, politics, Donald Trump, Congress, Muller, Russia, North Korea, the new tax bill, and MORE! You won't want to miss Larry today!

Jan 5, 2018

Most Americans say they would love to have long term care insurance--but they have only one little problem--they hate paying for it!! No surprise there--no one likes paying for something they might not ever use. What they want is an old fashion money-back guarantee. Well good news! Insurance companies have responded to the growing demand with what some are calling hybrid living benefit life policies. They can pay up to a six-to-one benefit if you need the care, but if you don't need it, you get every penny back, no questions asked!  Then Steve reviews the John Bogle rule for allocating money in retirement.

Jan 4, 2018

...Whether you want to lose weight, save more, learn something new or just be a better version of yourself, the start of a new calendar year seems to always get us thinking about what we want to do different in the year ahead.  Yet, as many of us know –  many resolutions never amount to more than something we think-- or say-- we want to do. 2017 is in the books. Will this be the year you finally take control of your money and investments?  Steve and I will review 5 easy to follow investing strategies that could help you retire far sooner than you ever thought possible, or if you are already retired, keep you on track, even if the market falls!!

Jan 3, 2018

Studies show that over 68% of retiring Americans have the same unanswered questions on Social Security:

 
  1. When am I eligible to receive my benefits?
  2. How is eligibility determined?
  3. Will Social Security go broke and leave me with nothing? 
  4. What changes are in store for 2018?
  5. Should I claim my social security benefits early?
  6. Should I delay claiming my benefits?
  7. How much will I pay in taxes on my benefits?
  8. Will I get the same amount of money out of the system that I put in?
Today, we'll explore the evidence on whether or not Social Security will go bankrupt and if so, when.
Jan 2, 2018
If you are a wise investor, you pay attention to fees! But did you know there is a big difference between a fee, an expense, and a COST when it comes to investing? One of them is measured in hundredths of a percent--The others can be measured in thousandsof dollars!!  We’ll give you the inside scoop on how to lower BOTH your fees and the TRUE COST of investing for retirement.  Steve will lay out the irrefutable logic and simple math for becoming a better and smarter investor! You don't want to miss today's show!!
Dec 29, 2017
No market rises forever, and even if this market continues its march upward in 2018, we all know a reversal is out there somewhere. If the market does go into a tailspin, experts point out that it will not be individual mom and pop investors that will bring it down, it will likely be quant computers and programmed trading, which now control of over five trillion dollars of capital on Wall Street.  History shows that computer programmed trading has been one of the main culprits in accelerating the last three crashes. Today, we’ll explore whyanalysts believe that programmed trading will once again be a big part of the next crash, whenever that is...You don't want to miss today's show!!
Dec 28, 2017

Today on Mastering Money

Should you own IBM stock? We’ll review the Motley Fool’s opinion of the all new Big Blue and see if its big shift into future technologies will make it a major player in the years and decade ahead. Plus Steve will review the Black Diamond and Blue Diamond investment portfolios 
Dec 27, 2017

A new major economic study shows that China’s economy is now responsible for nearly half of all global GDP growth, and will surpass the United States in 2032--the same year that the U.S. Social Security system is due to be underfunded. The study also found that India will surpass China in the second half of this century as the world's largest economy. Where do we stand with China right now, and is your portfolio prepared? Do you have a plan for retirement that protects you in both good AND bad markets?  Find out what you need to know in order to get a grip on where the market is heading. 

Dec 26, 2017

Most people are aware of the IRS penalty of 10% for withdrawing money prior to age 59 ½  from an IRA or tax qualified retirement plan like a 401k. However, there are two rules which, if followed correctly, may allow a person to withdraw substantial funds WITHOUT penalty, setting up a steady income stream to cover an early retirement. Coming up next, we’ll review the rules of IRS code 72(t) and the Rule of 55, plus much more!

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