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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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Now displaying: Page 83

Jul 7, 2015

Get the breakdown on Greece that appeared in Barrons. Dr. Carl B. Weinberg is the founder and Chief Economist of High Frequency Economicsin New York. From 1978 to 1981, Dr. Weinberg co-authored the Wharton World Economic Model while serving as Director of Wharton Econometric Forecasting Associates.  As an IBM Fellow in the mid-1970s, Dr. Weinberg established a European Research and Simulation Center at the IBM Scientific Center in Pisa, Italy. In a featured Barron’s article over the weekend, Dr. Weinburg laid out the reasons why a Greek default could hammer bonds in the Eurozone and globally. Steve and Sinclair review. In the Q & A Section, CFP® Murray Titterington with IQ Wealth, formerly of Morgan Stanley, joins the A Team to review Social Security strategies.

Jul 6, 2015

Have you noticed the lack of leg room on more and more flights?  The big 4 airlines (American, United, Southwest, and Delta) have been putting the pedal to the metal on a technique known  as “upgauging,” in which airlines increase capacity by adding seats on existing jets and replacing smaller planes with larger ones. They are cramming in more seats, and cutting flights. The Department of Justice is investigating collusion among the Big 4.  Steve and Sinclair review what's happening per the Wall Street Journal. In the Q & A segment, Steve provides the A's and outlines a logical process for choosing the right annuity.   With bonds paying next to nothing and banks even worse, many investors who would never have considered an annuity, are suddenly saying no to bond funds and yes to annuities, especially this very unique type of annuity.

Jul 2, 2015

Alzheimers research is moving at a fast pace. The first company with a cure or effective treatment would be a trillion dollar operation virtually overnight. In the meantime, researchers have discovered a testing procedure which could tell you --and the insurance company--if you are pre-disposed to cognitive issues and early long term care claims. Net result?  It could spell doom for the long term care insurance industry. Who would buy the insurance if told there was no problem. If the insurance company knows you are on the road to Alzheimers, why would they give you a policy? What would they charge. Steve and Sinclair review a Forbes report. In the Q & A, Steve reviews methods of paying for long term care without the expensive premiums.

Jul 1, 2015

When you or a loved one on Medicare spends the night in the hospital, beware--your status matters. Are you considered an "outpatient under observation?" , or officially admitted as an inpatient.  Medicare requires hospitals to decide within 24 to 48 hours whether to admit or discharge a patient under observation. But several studies have shown that hospitals often flout this rule. 

"Hospitals would rather take lower Part B reimbursements by keeping a person as an outpatient" than take the chance of having to pay back the Part A money later, Edelman says. Find out how this costed a  patient over $5,000 out of pocket, even though he had become paralyzed while under "outpatient" status. Steve and Sinclair review a Kiplingers report. In the Q & A, CPA® Murray Titterington with IQ Wealth discusses the key flaws in with many of the top financial planning software platforms.

Jun 30, 2015

We’ve become accustomed to the idea that many imported cars are now made in Kentucky, South Carolina, and Alabama. But what about that imported beer you take a fancy to every now and then?  Well according to the Wall Street Journal,  If you thought your favorite beer was an import, think again. It may have been brewed in St. Louis…or Latrobe, Pa., or Fort Worth, Texas. A recent class action suit could put money in your pocket. Steve and Sinclair review a Wall Street journal report on the lawsuit. In the Q & A, Sinclair and Steve review some key differences in annuities and how some annuities actually benefit from rising rates. Find out what rising rates can mean for an immediate, variable, fixed, or fixed index annuity.

Jun 26, 2015

Gold expert Nick Grovich of American Federated Coin and Bullion  joins the A-Team for the Q & A.  Nick will soon be a regular guest on Mastering Money. In the Getting Smart segment, Steve reviews the "770 Account" and "Bank on Yourself".  They are heavily marketed on the internet, yet are simply marketing nicknames for what is known as "Overfunded" or "Max Funded" cash value life insurance. IQ Wealth is an authority and primary resource for these types of policies. A surprise to most people-- U.S. banks utilize max funded life policies for a part of their cash reserves. American banks like B of A, Wells Fargo, Chase, and Citi owned a combined $130 billion in this asset. If you're looking for tax preferred status on a portion of your capital while shoring up your estate and long term care plan in one brush stroke, listen in. 

Jun 25, 2015

New research by Duke, Oxford, and the University of British Columbia confirms that 45% of today's jobs will be taken by automation in the next 20 years. Its been going on for some time--in the past, one factory job supported a family of four or five, with a house a mortgage and two cars. Today, two members of the household are forced to find other work and still may be at the poverty level. Even Bill Gates is warning that people are not ready for what's coming next. Steve and Sinclair review and discuss. In the Q & A, MarketWatch real estate columnist Daniel Goldstein joins the A-team. This show will air again on Saturday at 8am. Join us!

Jun 24, 2015

Are you using the "backdoor Roth IRA?" IRS income limits forbid many Money Radio listeners from contributing directly to a Roth. The back door Roth is a way to accomplish the task and build a tax free nest egg--if you meet certain requirements and don't screw it up! Steve and Sinclair discuss and review. In the Q & A, CFP® Murray Titterington with IQ Wealth answers questions on Social Security claiming and ex spouses.

Jun 23, 2015

For business owners, a defined benefit plan can result in tax deductions and retirement funding of from $100,000 to $300,000 annually, depending on which type of plan is selected. There are also "Roth-like" alternatives with more flexibility, and ways of combining several plans at once, while keeping complexity low. Steve and Sinclair review the options. In the Q & A Segment, highly rated commercial real estate attorney Christopher McNichol of the Gust Rosenfeld law firm joins the A-Team, and digs into community property issues.

Jun 22, 2015

Big pharma is making a comeback with cutting edge new drugs to do battle with alzheimers, diabetes, various forms of vaccines, oncology, and acute hospital care. Meanwhile,  the Food and Drug Administration has speeded approval of drugs. The agency approved 41 new drugs last year, the most in 18 years, and well above the average of 25 per year since 2005. 

Earlier this year Merck lost its remaining patent protection on Remicade, an arthritis drug and its third biggest seller. By 2017, it will lose protection on the cholesterol drugs Zetia, its No. 2 seller, and Vytorin. In total, about $9.5 billion, or 22% of the company’s $42 billion in 2014 revenue, could be in jeopardy through 2017. However, it has developed new drugs that could be blockbusters. Sinclair and Steve review some fascinating stats on pharmaceutical breakthroughs. Jordan Goodman, author of Barron's financial dictionary and formerly with Money Magazine, joins the A Team for a spirited Q & A.
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