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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 9

Apr 18, 2018

In a sign that the real estate market has hit a top, hotel revenues have begun slowing after hitting a peak in 2015 according to CBRE real estate brokers. Should you invest in crowdfunding deals to buy hotels?  Probably not. What about buying a five star luxury hotel in the United States? Can you get one cheap? Possibly, but chances are you’ll need to get approval from the Chinese Insurance Regulation Department first! We’ll tell you why, and it has nothing to do with insurance. You don't want to miss this fascinating Wall Street Journal report on today's show. MASTERING MONEY is on the air!

Apr 17, 2018

Are stocks currently overpriced or under-priced in relation to their earnings? ..Are we still in a bull market by most metrics, or are their clues that we may be sliding into a bearmarket? Earnings are what big institutional investors focus on, and earnings are a good place to start for your own portfolio. But how can you tell if you are paying too much for a stock? Fortunately, financial analysts have developed a number of tools for comparison. One of those tools is the price-to-earnings ratio, or P/E ratio. Today, we're going to dig into and define the difference between the TRAILING PE ratio and the FORWARD PE, and determine if stock prices are in the bull or bear market phase right now. You don't want to miss today's show!  MASTERING MONEY is on the air!!

Apr 16, 2018

..It’s a LARRY KUDLOW MONDAY! Commentary from the former Ronald Reagan economist and new Donald Trump advisor is featured on Mastering Money today with high powered guests and Larry's insights on the economy, the markets, politics, China, Donald Trump, Muller, the new tax law,  and much more!—that’s ALL coming up NEXT—and you definitely don't want to miss it!!  MASTERING MONEY is on the air!!

Apr 13, 2018

After the least volatile year in decades, 2018 has become one of the most volatile ever!...Is your investment portfolio ready? According to analysis in the Wall Street Journal, the up and down movement may be foreshadowing a new, more-volatile period for markets ....Today, we'll review smart steps to take in order to benefit from both up and down markets, while reducing risk and fees. MASTERING MONEY IS ON THE AIR!

Apr 12, 2018

Who pays what share of this tax under the new tax law? Are the middle class and poverty-stricken shouldering the load, or the more wealthy? Politicians are unclear, but if we follow the facts where they lead us, we find that fully 87% of all taxes payed in 2018 will be payed by the top 20% of income earners. And most people earning less than thirty thousand a year, will pay no tax or receive a credit from the Treasury. In other words, the system is already heavily weighted against those who make the most money. But are there some hidden tax secrets in the code that you really need to be aware of? We'll reveal the results of a Wall Street Journal study on the new tax law, so don't miss today's show!  MASTERING MONEY is on the air!

Apr 11, 2018

With the new seven hundred billion dollar defense spending bill, many analysts are pointing to a potential opportunity in defense stocks to increase earnings, and share prices. Today we’ll review the essentials of investing in military and Defense Stocks, and take a look at three interesting candidates for your portfolio. That and much more-MASTERING MONEY is on the air!

Apr 10, 2018

Today we have a true story about how a dividend portfolio brought in a million dollars in dividends in twenty-two years--and the investor may have had less money than you when he started! Then we’ll hear from Charles Payne on why the World Trade Organization is not the answer in fixing the China trade war. You don't want to miss today's power-packed show! 

 
Apr 9, 2018

..It’s a LARRY KUDLOW MONDAY! Commentary from the former Ronald Reagan economist and new Donald Trump advisor is featured on Mastering Money today with high powered guests and Larry's insights on the economy, the markets, politics, China, Donald Trump, Muller, the new tax law,  and much more!—that’s ALL coming up NEXT—and you definitely don't want to miss it!!  MASTERING MONEY is on the air!!

Apr 6, 2018

Bonds are supposed to be the "plain vanilla", rock solid part of a person’s portfolio. As a person enters retirement, bonds have tended to play a bigger role. John Bogle, founder of Vanguard, always gave the advice to put “your age in bonds.” In other words, if you're 60, sixty percent in bonds, forty percent in stocks.  What Mr. Bogle had in mind, however, was a solid,  high quality collection of bonds, and bonds only. Today, bond funds are risky because interest rates are rising. Worse yet, many bond funds are adding derivatives, junk bonds, and futures contracts to the mix,  in what are known as “un-constrained” or non-traditional bond mutual funds  The risk is HIGH, the rewards... not so much. And even worse, you may own one and not even know it!! We'll tell you what to look for.  Then estate planing attorney and MBA Richard Dwornik joins us for the Q & A session. Keep it right here--MASTERING MONEY is on the air!!

Apr 5, 2018
What IS an 'Indexed Annuity'—and is the proper term ‘Indexed’ annuity, ‘equity index’ annuity, or ‘fixed INDEX’ annuity? You may be asking yourself: does the terminology matter? Well, the answer is a very definite yes, and knowing the proper terminology will actually help you to understand what a fixed index annuity is, how it works, and if one might be right for you.
By the way, the proper term is FIXED INDEX annuity, and on today's show Steve will explain exactly why, and a whole lot more. You don't want to miss today's show!   MASTERING MONEY is on the air!!
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