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
    • 5.0 • 4 Ratings

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 7/23/21

    Mastering Money 7/23/21

    The smart way to build retirement wealth going into 2020 and beyond, is with a smarter financial bucketing plan to segment and sequester your capital into clear and distinct financial buckets, each with its own specific task and time deadline. Each dollar should have a job to do, and be good at doing it.  Traditionally, bonds were the tool of choice for protecting a portfolio from market loss while providing competitive income. That is no longer the case. Bonds today are paying in the range of eight tenths of one percent for ten years. In other words with a half million in the safest bond fund at Vanguard, you will make about four thousand dollars for an entire YEAR.  Steve will tell you about a new solution that you won't want to miss. Then, health insurance and Medicare expert Shelley Grandidge joins us for the Q & A.   MASTERING MONEY is on the air!!

    • 52 min
    Mastering Money 7/22/21

    Mastering Money 7/22/21

    Researchers at Yale and MIT have completed Nobel Laureate research on potential retirement outcomes for today's retirees. The reason the picture is not pretty for many Baby Boomers, even those with million dollar portfolios, is just what you might expect: bond interest rates are too low to live on and relying on the stock market for income withdrawals simply is not mathematically sustainable. They point out you could need your money MOST when markets are down, causing  accelerated depletion of your savings.  Face it, stocks are not for income--but can anyone seriously consider retiring on a BOND paying less than one or two percent, with inflation headed to three or four percent one day?       Coming up, we'll review a simple three step plan for getting your retirement income locked in so you can retire and STAY retired once and for all!  ..an important show today you don't want to miss...MASTERING MONEY is on the air!!!

    • 51 min
    Mastering Money 7/21/21

    Mastering Money 7/21/21

    Most investors, especially in or nearing retirement, seek to reduce risk while growing capital prudently in the stock market. Gains are nice, but large drawdowns are sickening, especially in retirement when you don't have an income stream from a full-time job and time is no longer on your side.     When time IS on your side, and because most bear markets tend to last only six months to two years at the most, you are able to rebuild the value of your account simply by staying put, and not rushing for the exit. FACT:  The only people who lost in 2008 and 2009 were those who sold at the bottom. The market has some room to run according to experts, but we all want to keep a good share of money OUT of harm's way. But are bonds the answer for the safe money side of your plan? Today, we'll examine why Warren Buffett says that bonds are a terrible investment. Then health insurance and Medicare Specialist Shelley Grandidge joins us.  You don't want to miss today's show...MASTERING MONEY  is on the air!!

    • 50 min
    Mastering Money 7/20/21

    Mastering Money 7/20/21

    The millennial generation--and a growing number of mature investors--have begun to see the world a different way. They want to invest to match their world view--even if it is not the most profitable way to invest. Socially responsible investments (aka SRIs) are an area of the financial world that is rapidly expanding. In fact, a report by Morgan Stanley's Institute for Sustainable Investing suggests that Americans in their 20s and 30s are now twice as likely as the general investor population to focus on Socially Responsible investments. This is no small trend--there are now trillions of dollars invested in this arena. The REAL question is, should YOU invest here? Today, we'll park in front of socially responsible and ethical investing to let you know what's REALLY going on. Don't miss it....MASTERING MONEY is on the air!!!

    • 51 min
    Mastering Money 7/19/21

    Mastering Money 7/19/21

    Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts.    "MOTLEY FOOL MONEY"  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm!  First we'll update breaking financial news and get a read on all the indexes, THEN,  we'll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON'T want to miss! -- A jam-packed show --and we're READY TO ROLL !    ... MASTERING MONEY IS ON THE AIR!!!  

    • 51 min
    Mastering Money 7/16/21

    Mastering Money 7/16/21

    One of the most impactful--but least discussed parts-- of the recently released Joe Biden tax plan is the elimination of the "step-up-in-basis" upon death. Many American families have enjoyed the ability to pass on appreciated assets like the family home, real estate, and stocks held at brokerages to the next generation without any capital gains tax.  Whether you have built up a nice stock portfolio or paid off your home and hope to leave it to your kids, Biden’s plan would eliminate that privilege and impose a capital gains tax upon.  But wait, there's more! His plan also makes gains taxable at the ordinary income rate, rather than the lower capital gains rate. We'll review the Tax Foundation's analysis. Then Medicare expert Shelley Grandidge joins us. A really important show you don't want to miss....MASTERING MONEY is on the air!!!  

    • 52 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

J Carbary ,

Really great show!

Loving this podcast. Episode topics are interesting, the content is incredibly helpful, and the episode length is perfect. Keep up the great work, Steve.

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