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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 98

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Apr 11, 2016

In this edition of Mastering Money, Steve breaks down the differences between the tax plans of Trump, Cruz, and Hillary Clinton. Steve AND Sinclair review the he differences between the Flat Tax and the Fair Tax-- and the rising concern that Ted Cruz's tax plan includes a consumption VAT tax on top of an income tax! Steve favors the tax plans of Trump and Kasich, because they would tend to bring corporations back to the USA and create more jobs stateside--jobs with better pay that will not require re-educating millions of 45-to-60 year-olds. If corporations keep moving out of the country for tax relief, and closing down entire divisions, the U.S. middle class will shrink further and the poverty/welfare class will keep growing. Hillary's plan raises taxes even further than Obama's plan--and takes away advantages of long term capital gains.  In the Q & A segment, we hear the Mastering Money interview with Steve Forbes, CEO of Forbes Media, previously aired. 

Apr 7, 2016

Today on Mastering Money, Steve AND Sinclair examine a breaking Wall Street Journal report on a sub-prime loan bubble that is building in China. Real estate rose 57% last year with home buyers borrowing their down payments. Is a big sub-prime real estate bubble underway?  In the Q & A segment real estate developer Charles Boyd is back to preview his 88 acre master planned ocean view community in Costa Rica.

Apr 6, 2016

Today on Mastering Money Steve AND Sinclair review a breaking report by the Wall Street Journal on the direction of interest rates and the bond market. The Journal has data on what percent of hedge fund managers and institutional investment managers have their money on higher rates, and which have their bets placed on lower rates.  Certified Financial Planner and investment manager Murray Titterington is here for the Q & A session to examine the finer points of the IQ Wealth Black Diamond Dividend Portfolio.

Apr 5, 2016

Biopharmaceuticals can produce massive winners--sometimes.  Steve AND Sinclair report on the five hottest new pharmaceutical drugs and drug companies picked by  Barrons. Learn about drugs that could produce a billion dollars or more in sales, very soon.  Then in the Q & A,  Charles Boyd of the Costa Rica Team gets specific on the details of his team's exclusive 88 acre ocean view master planned community, which includes condos that investors can rent when they aren't there (complete management provided by management company), a primary care hospital/clinic/ and assisted living facility, and more. Get the facts and see if it may be an opportunity for you and your family as a vacation hideaway that can also make money.

Apr 5, 2016

Many different types of investments can be placed into a self-directed IRA, including real estate and gold coins. But what are the little known qualifications that will stand up under an audit?  At-home gold storage IRAs are very dangerous unless you own a corporation or LLC that HAS at least one employee (!).  Published author and experienced precious metals expert Nick Grovich reviews the do's and don't on gold IRAs--which most gold brokers are not sharing with their clients. Make sure you know the rules. Steve then makes the case for gaining clarity in your financial plan by assigning a purpose to each dollar in your portfolio, and how to achieve goals in an era of 2% interest rates and volatile markets.

Mar 31, 2016

Master Tax Advisor with H & R Block Doris Milton, an IRS Enrolled Agent, joins Sinclair for a final tax tip review in segment 2. In the Q & A, real estate developer Charles Boyd,  CEO of the Costa Rica Team reviews opportunities in one of the high demand developments in Costa Rica.

Mar 31, 2016

Miami is facing a condo bust—again, according to the Wall Street Journal. Developers have started canceling projects, slashing prices and offering incentives such as private-jet access to encourage sales--is it an ominous echo of the housing crash that pounded South Florida last time?  It is spreading to Southern California as well. Steve & Sinclair review the Journal's report. Then CFP and Certified Investment Management Analyst Murray Titterington is here for the Q & A session to talk about the IQ Wealth Black Diamond Dividend Portfolio, and Steve reviews a report about hackers-- and the U.S.  electrical grid. Interesting.

Mar 29, 2016

Are you planning to travel or retire overseas? Before packing your bags, it’s important to know just how portable your health insurance is—including your Medicare insurance. Newer forms of short term medical insurance are available that can give you medical evacuation benefits that aren't covered by many plans when you are out of the country.   Some forms of flight insurance will cover medical-evacuation coverage and others don't. Some cover a heart attack, but not the flue or a case of food poisoning. Steve and Sinclair review options from several sources. In the Q & A segment,  Steve answers some key questions on annuities--which are falling in demand and which are rising in demand, and which annuities pay the most income per dollar, while protecting principal.

Mar 28, 2016

Today on Mastering Money, the one and only Steve Forbes, CEO of Forbes Media, joins the A-Team for the Q & A session. In the Getting Smart segment, Steve and Sinclair examine the differences between the Flat Tax and the Fair Tax-- and the revelation that Ted Cruz's plan is not as simple as it sounds. His plan is built around a VAT tax (Value Added Tax) and is far more complicated than Mr. Cruz is making it sound. Is it similar to Europe??  Get the details on the Flat Tax, The Fair Tax, and the VAT tax, and hear what Steve Forbes has to say.

Mar 25, 2016

Today on Mastering Money, with the markets closed Steve and Sinclair update breaking news and then welcome Charles Boyd of the Costa Rica Team to talk about investment opportunities in their 88 acre ocean view master planned community. The Costa Rica Team and Mr. Boyd are presenting an educational investment workshop coming up Thursday April 7th in Scottsdale. Steve will be a guest speaker. Listen in as Steve, Sinclair and Charles review the upscale ocean view master-planned community complete with golf course, residential, hospital, and assisted living facility overlooking the ocean in the prime area of Costa Rica.   (Steve is not an affiliate of the Costa Rica Team. IQ Wealth and Steve do not promote or endorse any investments or securities. We provided guidance and financial advice to help our clients determine suitability and keep their portfolios well diversified)  Looking forward to seeing you at the event!

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