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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 94

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Aug 6, 2015

Todays show is a rebroadcast of the July 13th program. Enjoy the show!

When it comes to asset allocation, where does gold fit in? Is it an investment? Is it a speculation?  Is it insurance? Or is it simply a back up currency? On Mondays this summer, Steve has invited Nick Grovich of American Federated Coin and Bullion to share his views on gold, coins, and metals. Listen in to "inside baseball" on the gold markets. Steve comments on a recent article in Barrons':  "Bye-Bye Bond Funds" which focuses on the multiple risks that bond mutual fund and ETF owners are faced with now.

Aug 6, 2015

Todays show is a rebroadcast of the July 29th program. Enjoy the show!

Biotech and Pharma are tearing up the market this year, and according to Ron Winslow writing in the Wall Street Journal, a powerful new class of drugs promises hope  for high-risk patients with cholesterol issues—a group that numbers in the millions. Companies like Regeneron may be in the right place at the right time, up over 25% for the year. Is there room to run? Sinclair and Steve review what's happening. In the Q & A segment,  CFP® Murray Titterington with IQ Wealth joins the A-Team to discuss Social Security taxation issues.

Aug 5, 2015

Todays show is a rebroadcast of the June 24th program. Enjoy the show!

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.

Aug 4, 2015

Todays show is a rebroadcast of the July 21st program. Enjoy the show!

Exchange-traded funds that use leverage to boost returns have an appeal that can be hard to resist. If your timing is right, you can collect gains two or even three times that of the daily return of a given stock or bond index. But Jonathan Burton of Marketwatch and experts from Morningstar say  "watch out: Leverage cuts both ways, and if you're on the wrong side of a bet, your losses will be magnified."  

...And leveraged ETFs -- which use derivatives and other financial instruments to amplify the market's daily moves -- have wrinkles that can lead to unwelcome surprises for some investors. Steve and Sinclair review. In the Q & A, hear answers about the legalities involved with certain types of agents and advisors, and how it can result in your getting short-changed on thorough information.

Aug 3, 2015

Investors today are faced with choosing between a wide range of assets from four different worlds of money:  banks, real estate, Wall Street, and insurance companies.  What about gold? Gold expert Nick Grovich and Sinclair dig deep into hidden opportunities currently available in gold and platinum. Steve reviews how annuity bonuses work.

Jul 31, 2015

Many people are utilizing the "backdoor Roth IRA" as a viable tax strategy. Because the IRS income limits forbid many taxpayers 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! There are also some tripwires to avoid. Steve and Sinclair discuss and review. In the Q & A, CFP® Murray Titterington with IQ Wealth answers questions on Social Security claiming and the rules with regard to ex-spouses.

 

Jul 30, 2015

The Wall Street Journal reports that Cybercriminals are getting good. More advanced and skilled hackers are exploiting publicly available information--and weaknesses in email systems--to trick small businesses into transferring large sums of money. The fraudulent requests often have a legitimate-sounding purpose involving big name bank accounts like Northern Trust and Comerica.  Not small change--Companies across the globe lost more than $1 billion dollars—with a B-- from October 2013 through June 2015, according to the Federal Bureau of Investigation. A local Phoenix metals company recently lost $100,000 with no chance of recovery. Steve and Sinclair review. In the Q & A, Steve discusses a new dynamic approach to target dating your portfolio.

Jul 29, 2015

Biotech and Pharma are tearing up the market this year, and according to Ron Winslow writing in the Wall Street Journal, a powerful new class of drugs promises hope  for high-risk patients with cholesterol issues—a group that numbers in the millions. Companies like Regeneron may be in the right place at the right time, up over 25% for the year. Is there room to run? Sinclair and Steve review what's happening. In the Q & A segment,  CFP® Murray Titterington with IQ Wealth joins the A-Team to discuss Social Security taxation issues.

Jul 29, 2015

Former Money Magazine Editor and America's Money Answers man, Jordan Goodman recently requested to interview Money Radio's Steve Jurich on national radio.  Here is the entire interview, with a discussion of points in Steve's best selling book, Smart Is The New Rich.

Jul 28, 2015

According to the Wall Street Journal’s Dan Strumpf, interest-rate jitters are taking their toll on one of the stock market’s big success stories in recent years: high-dividend stocks. Double digit losses have now replaced double-digit gains of recent years. Investors plowed $48.4 billion into mutual and exchange-traded funds tracking utilities and REITs from 2010 through 2014, according to Morningstar Inc., but now, many large institutions are moving away. Learn the risks. In the Q & A segment, Neil MacNeal, whose stock split strategy has been recognized by Mark Hulbert at MarketWatch, and has doubled the Wilshire 5000 since 2000, returns to Mastering Money to talk splits with the A-Team. 

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