100 episodes

Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!

Mastering Money Steve Jurich

    • Business

Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!

    Mastering Money 5/10/24

    Mastering Money 5/10/24

    So, what’s the difference between banks and life insurance companies issuing annuities in a financial crisis? A big difference. Fast rising rates by the Fed have HURT banks reserves dramatically, but HELPED insurance companies’ reserves GREATLY. We’ll explain why today and then Shelley Grandidge joins us to review today's best health insurance and Medicare options…MASTERING MONEY is on the air!!!

    • 51 min
    Daily IQ Retirement Brief 5/10/24

    Daily IQ Retirement Brief 5/10/24

    Daily IQ Retirement Brief 5/10/24

    • 4 min
    Daily IQ Retirement Brief 5/9/24

    Daily IQ Retirement Brief 5/9/24

    Daily IQ Retirement Brief 5/9/24

    • 4 min
    Mastering Money 5/9/24

    Mastering Money 5/9/24

    Many people want to contribute to Roth IRAs but find that they cannot because they make a bit too much money. The work-around is known as a "Back door Roth IRA", and we’ll dig into how it's done, plus the pros and cons. Also, the simple key to Roth conversions in retirement--all of that in the Market Intel Segment. Then, in segment 3,  a bucketing strategy session you don’t want to miss...MASTERING MONEY  is on the air!!!

    • 50 min
    Mastering Money 5/8/24

    Mastering Money 5/8/24

    So, how woke will social media become? By definition, people on social media are not smart enough to know that they are already seeing and reacting to posts from robots--where does it go from here? . Some start ups are now creating anti-woke AI "robots" to balance of the far left tendencies of social media--mainly to keep themselves out of trouble with Congress. That Wall Street Journal report in the Market Intel Segment,  then Shelley Grandidge joins us. MASTERING MONEY is on the air!!!

    • 50 min
    Daily IQ Retirement Brief 5/8/24

    Daily IQ Retirement Brief 5/8/24

    Daily IQ Retirement Brief 5/8/24

    • 4 min

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