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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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Sep 6, 2019

According to the Wall Street Journal, a significant portion of the sensitive data we have today is going to be cracked by foreign powers in the not-too-distant future, and there is nothing anyone can do about it.  The danger comes from an ultra-powerful and still-experimental technology called QUANTUM COMPUTING. Unlike current computing, QC leverages the quantum properties of atoms to quickly compute problems that no conventional computer could crack. China has already launched the equivalent of a MANHATTAN PROJECT in quantum, spending up to fifteen times more annually than the United States on research and development. As an investor, especially one that is in or near retirement, it is important for you to know how technology could affect the economy,  the markets, and therefore your personal investments in the years ahead. Today, we'll review the Journal's fascinating report, with a strategy to build retirement wealth the smart way. MASTERING MONEY is on the air!!!

Sep 5, 2019

Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal.   Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats.   As the saying goes, in a bull market, EVERYONE  is a genius!  But the real measure of how well your portfolio is being managed is not so much when markets are UP, but more when markets fall flat and then reverse. How do you KNOW if your money is in the right place? Well, lets put it this way. If you find yourself FEARING the next bear market rather than relishing the idea, your money is probably allocated poorly. Today, we'll review the FOUR KEY QUESTIONS you should be asking yourself right now, and how to arrive at clear answers!  MASTERING MONEY  is on the air!!!

Sep 4, 2019

For nearly 20 years, many financial advisers have operated under the notion that most retired clients can confidently spend a maximum of 4% of their nest egg — adjusted for inflation — each year without worrying about running out of money. It's known as the 4% withdrawal rule, but here's the problem: the so-called "rule" was calculated when treasury bonds were paying six to eight percent and markets were averaging fifteen percent during the 1990s. Today, treasuries are paying 1.5% and the markets are getting volatile. In retirement, you will either NEED to withdraw money from your investments to live on or be FORCED to take withdrawals at age seventy. Either steady withdrawals from a declining balance can lead to early depletion, and going broke one day. Today, we'll review exactly how to avoid the problem while building retirement wealth the SMART way.   MASTERING MONEY is on the air!!

Sep 3, 2019

Although you might think the term “fake news” was invented by President Donald Trump, you might be surprised to learn that it has been around longer than you think and is at the center of important and current research at institutions like MIT and Temple University.  Fake News in all its forms is RAMPANT—in politics, social life, and especially in the world of MONEY.  Writing for the Wall Street Journal, researchers Gary Marcus and Annie Duke say that in-depth research confirms your worst fears:   Fake stories are often more popular than real ones, and if a fake story is heard by the recipient three times or more, people tend to believe it more than they believe the truth. We have the fascinating Journal report for you today, then Steve provides concrete steps to building retirement wealth the SMART way. MASTERING MONEY is on the air!! 

Sep 2, 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 financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

Aug 30, 2019

Dividend Aristocrats are companies which have not only PAID but have RAISED their dividends a minimum of 25 consecutive years, or longer. In 2008 when the S & P 500 fell by 37%, the group of stocks WITHIN the S & P 500 known as the Dividend Aristocrats, only fell by 22%. Dividends make a concrete difference in your investments because they aren't speculation, they are cash on the barrelhead paid to you every quarter. The difference can be seen over time. According to Standard and Poors, Dividend Aristocrats generated an annualized return of 16.6% over the past 10 years, topping the S & P 500's 15.1% return. Today in the Market Intel segment, we'll define the differences between Dividend Aristocrats, Dividend Champions, and Dividend Achievers--all part of the Black Diamond and BLUE Diamond Dividend Growth Portfolios, and Steve will outline how to incorporate dividend stocks into a well-managed portfolio. Don't miss it... MASTERING MONEY is on the air!!

Aug 29, 2019

Mastering Money listeners like to travel and let's face it--Investing well and travelling go hand in hand. The better and safer you feel about your investments and retirement income, the more likely you are to hit the road after you retire. Be careful, however, if you are thinking about going to Cancun, Mexico.  Mexico’s Yucatán Peninsula is famous for its aquamarine waters, white sandy beaches and Mayan ruins. But it is fast gaining a reputation as a destination for something far less appealing: smelly rotting seaweed. The action in the Caribbean is moving to the Bahamas where a new luxury mega-resort and casino is attracting high-income visitors in droves. We have an interesting Wall Street Journal report on the topic, then Steve has 3 key tips for building retirement wealth the SMART way. MASTERING MONEY is on the air!!!

Aug 28, 2019

The demand for annuities is strong despite the desperate attempts at unfounded criticism by promoters of front-loaded mutual funds-- like radio host Dave Ramsey, and elite TV billionaires like Ken Fisher-- who seem to think they are smarter than you! As we have said many times, Ramsey has done noble work helping younger middle earning Americans get out of debt. We applaud him.  But his advice for retirees has been called into question by many in the financial industry.   Every year, for the past ten years, an average of $200 billion dollars in annuities have been acquired. Memo to Dave Ramsey and Ken Fisher:  SOMEBODY is buying them, and most of them are pretty darn SMART!!   We'll review why annuities are so often used for 40k rollovers, then Shelley Grandidge joins us for the Q & A. A big show you don't want to miss  MASTERING MONEY is on the air!!!!

Aug 27, 2019

Without a concrete plan for reliable recurring income in retirement—your retirement is at risk. Today's economic situation will change. A REAL recession will arrive and it could stay a while. When planning for retirement income, asset allocation is critical. First, you'll need to determine your portfolio withdrawal rate. Your retirement lifestyle will depend not only on your asset allocation and investment choices but also on how quickly you draw down your retirement portfolio. If too much of your money is tied up in mutual funds and the market crashes, will you keep withdrawing the same amount, or pull back? We'll help you answer that question and several more in the Market Intel Segment. Then Steve will have some clear details and income quotes for you in the Q & A.  Don't miss it--MASTERING MONEY is on the air!!!

Aug 26, 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 financial update from Steve you won't want to miss! -- MASTERING MONEY IS ON THE AIR!

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