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 • 1 Rating

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 6/24/22

    Mastering Money 6/24/22

    So, ..what factors drive return-on-investment in the stock market? We know that the stock market is all about supply and demand, but researchers have isolated multiple factors that, when properly employed, show evidence of increasing investment returns over time. Isolating and separating those factors may put an investor in the position of outperforming benchmarks like the S & P over time—or matching benchmarks with less risk—which is just as important. Global markets are made up of dozens of asset classes and millions of individual securities…making it challenging to understand what really matters for your portfolio. Today, we'll review in detail what really matters and why you need an asset allocation model built for a new financial environment. Then Medicare specialist Shelley Grandidge joins us. A big show you don't want to miss...MASTERING MONEY is on the air!!

    • 52 min
    Your Daily IQ Retirement Brief 6/24/22

    Your Daily IQ Retirement Brief 6/24/22

    Your Daily IQ Retirement Brief 6/24/22

    • 3 min
    Mastering Money 6/23/22

    Mastering Money 6/23/22

    For worry free income, preservation and indexed growth in retirement with no market losses and no management fees, today’s NEXT GENERATION uncapped retirement index annuities with income riders are becoming the asset of choice for 401k and IRA rollovers. Once upon a time, government bonds could provide the security and financial peace of mind required in retirement. In fact, "living off your savings" was the time-honored approach to retirement. But when bank CDs and bonds are paying zero or near zero, and that’s your only plan, you are no longer LIVING off savings....You’re just spending down your principal haphazardly! You are just paying your principal back to yourself, with little or no interest, and no guarantee of what happens when you run out. Can anyone seriously consider retiring on a bond or bank account paying less than one or two percent, with inflation headed to three or four percent annually one day? Today, we'll show you how to avoid poor retirement income planning. A power-packed show you don't want to miss! MASTERING MONEY is on the air!!!

    • 51 min
    Your Daily IQ Retirement Brief 6/23/22

    Your Daily IQ Retirement Brief 6/23/22

    Your Daily IQ Retirement Brief 6/23/22

    • 3 min
    Your Daily IQ Retirement Brief 6/22/22

    Your Daily IQ Retirement Brief 6/22/22

    Your Daily IQ Retirement Brief 6/22/22

    • 3 min
    Mastering Money 6/22/22

    Mastering Money 6/22/22

    SO,  “when IS the best time to take Social Security?”  Should you take it early, later, or right at Full Retirement Age? Is there a sweet spot where you beat the system at its own game?  Entire books have been written on the topic, and there are many seminars on the topic going on almost every day.  Most of the confusion about when to take Social Security income centers on SPOUSAL benefits. Today, Steve and I will review the new rules of Social Security claiming and outline a circumstance when it makes sense for the younger spouse to start benefits early. Then health insurance and Medicare expert Shelley Grandidge joins us for the Q & A. A fact-filled show you don't want to miss...MASTERING MONEY is on the air!!!

    • 51 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

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.

Top Podcasts In Business

Ramsey Network
iHeartPodcasts
NPR
Jocko DEFCOR Network
Pushkin Industries
Andy Frisella #100to0