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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 strate ...
 
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The smart way to build retirement wealth 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 …
 
HAPPY THANKSGIVING! We hope you and yours are having a great and wonderful day....you won't want to miss our opening segment today, after which, we get HEAVY into investments! While China manufactures most of the world’s smartphones and computers, it IMPORTS almost all the semiconductors needed to provide the logic and memory that run the gadgets. …
 
The simple material we call Silicon has literally revolutionized human civilization to this point. Testifying to its greatness is more than 70 years’ worth of steady progress in electronic computing: from the first primitive desktop calculators to that pocket-size supercomputer we call a smartphone. If you formulate silicon just right, and shape it…
 
We all know the difference between a mutual fund, a pension, and a savings account . You don’t spend too much time thinking about what a savings account IS, but rather, what it DOES for you. The same with a pension. A pension has one purpose: to pay you an income you can never outlive. Easy stuff. Mutual funds have typically one main purpose: to he…
 
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 fin…
 
So, what happens if you retire at or near a Market Peak? Have you thought about that? Statistically, people are more inclined to retire during the top end of a bull market. It only makes sense. That's when confidence and peace of mind are higher. The trouble, as we all know, is that "what goes up also comes down" and if it comes down soon after we …
 
Many people invest in bond funds with the motive of preserving capital and reducing risk. While it sounds sensible and has worked for many decades in the past, it is not working now because interest rates are at historic lows. As of today, nearly 80% of Morningstar's taxable bond funds and over 90% of municipal bond funds have lost money so far thi…
 
In case you hadn't noticed, the future is getting just a 'tad' more unpredictable every day. That's why protecting your core capital and securing your retirement income are such high priorities. Smart people are seeing the need for more certainty going forward. And...many are turning to NEXT GENERATION annuities to meet that need. Once you reach ag…
 
Wall Street has long promoted keeping 60 percent of your money in stocks and 40 percent in bonds as the ultimate retirement strategy, claiming an average of 8 percent returns over time. Is that figure reliable, or is it just sloppy advice in light of today’s high markets and historic low-interest rates? Brett Arends of the Wall Street Journal perfo…
 
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 fin…
 
One of the key challenges for amateur investors is the attraction to RISING PRICES. When the prices of most consumer goods such as gasoline or vegetables rise, people tend to either cut back or find a substitute. However, with financial assets, the opposite seems true. Many investors are attracted to a stock whose price has risen more than one whos…
 
Growing your retirement money without losses while owning a guaranteed lifetime income more than five times that of quality bonds is the key to retiring without the worry of going poor later in life. These benefits are only attainable with a principal secure uncapped, low cost, high income NEXT GENERATION retirement annuity. Pensions have all but d…
 
...In a New York Times video op-ed that decries “fake news” and calls for “a more truthful approach” to “the 'MYTH' of America as the greatest nation on earth”, Times producers Taige Jensen and Nayeema Raza claim that the U.S. has “fallen well behind Europe” in many respects and has “more in common with ‘developing countries’ than we’d like to admi…
 
Today, a very special guest, but first....Most stocks are generally classified as either value stocks or growth stocks. Generally speaking, stocks that trade for valuations below the Price to Earnings ratio of the S&P 500 are considered value stocks, while stocks that outperform the S & P in terms of sheer growth rates are considered growth stocks.…
 
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 fin…
 
Is it better to invest in Dividend Paying stocks or stocks that don’t pay a dividend? The answer is ….YES!..BOTH are good and diversification is a good thing! Smart dividend investors are very picky about the stocks they select. They like getting paid to own their stocks, and they like owning companies that keep making profits and growing their sal…
 
Every time you think the market can't go higher, it does. Many investors are bewildered by the rise of the stock market since COVID 19. Milestone after milestone has been hit, including Dow-30,000 even with the economy on one leg. As remarkable as it sounds, stocks still have room to run according to top Wall Street analysts. Pent up demand is buil…
 
Although the aggregate divorce rate among Americans has fallen in recent decades, there has been a somewhat dramatic increase in the number of divorces for couples over the age of 50, according to the Financial Planning Association. This rise of so-called grey divorces has created a number of uncommon and complex issues for those getting divorced. …
 
We all enjoy making good money on our investments.... AND, We all would prefer relatively calm markets with no abrupt surprises, no disappointments, and no shocking draw-downs. But that is living in a dream world. Like it or not, we happen to be living at one of the most volatile times in history, with unprecedented economic forces at work As an in…
 
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 fin…
 
Winning in retirement, at least financially, is a matter of priorities. Some folks want to double their money, regardless of the risk. They think “TALL” with their money. Others want to leave more for heirs. TheY also think “TALL” with their money. But a new type of retiree has emerged in recent years. They don’t seek untold wealth or making their …
 
Today on Mastering Money, a very special guest joins us. But first.....Very few investors would consider basing their entire life savings around owning just one stock. The reason is obvious. Even with the best company on the planet, times change, things go wrong, competitors emerge and the stock price can fall. At first glance, some investors belie…
 
It seems everyone wants to do a Roth conversion—until it’s actually time to write checks to the IRS! Roth conversions sound appealing, but they don’t always make sense-- according to many CPAs-- especially the closer you get to age 70. That said, a Roth conversion can be a powerful tax planning technique. The idea behind most Roth conversions is to…
 
A Wall Street Journal-published-report points out that many of us routinely—and even BLINDLY—rely on the advice of ALGORITHMS in all aspects of our lives today, from choosing the fastest route to the airport to deciding how to invest our retirement savings. In short, WE are programmed-- not just our phones. And we’ve come to rely on—and trust—algor…
 
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 fin…
 
The smart way to build retirement wealth 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 …
 
Statistically, most of the serious accidents-- and even the deaths that occur on mountain climbing expeditions--happen NOT on the way UP, but on the way back down. Ask any mountain climbing expert, they'll tell you: Coming down is much more treacherous than going up. … And the higher the mountain the more dangerous the descent. When it comes to you…
 
Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal. Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats. As the saying goes, in a bull market, EVERYONE is a genius! But the real measure of…
 
A new landmark retirement study has found that the number of Protected Households has risen for the first time since 2018. The Alliance for Lifetime Income’s annual Protected Lifetime Income Study revealed a total of 3.1 million NEWLY Protected Households and identifies five profiles of Americans planning for retirement. This is the first time sinc…
 
Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal. Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats. As the saying goes, in a bull market, EVERYONE is a genius! But the real measure of…
 
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 fin…
 
Special Podcast: How Next Generation Annuities Work, Made Simple The annuities of old are a thing of the past. Learn why more retiring engineers, teachers, medical professionals, tech workers, and business owners are choosing a special form of retirement annuity to anchor their 401(k) rollovers. The Next Generation of principal secure, high income …
 
Special Podcast: The Race for Governor: An Interview With Kari Lake The former well known television anchor shows that her command of current issues is broad and Deep. Don't miss this interview with someone who may truly be capable of uniting Arizonans around the most important issues affecting our lives and kids' lives…
 
People who don’t like losing money in the stock market are often described as “risk-averse”. In reality, behavioral scientists will say that you may not be RISK averse, but rather LOSS averse. There is a difference, and it matters when you are designing your financial plan. Las Vegas is loaded with people who are not risk averse. In fact, they take…
 
Question: do the rich GET rich at the expense of the poor? Many people believe that the rich ONLY become rich at the expense of OTHERS. This world view is called “zero-sum thinking” because its adherents regard economic life as a zero-sum game, just like tennis, where one player has to lose for the other to win. Dr. Rainer Zitelman, writing in Forb…
 
One of the key challenges for amateur investors is the attraction to RISING PRICES. When the prices of most consumer goods such as gasoline or vegetables rise, people tend to either cut back or find a substitute. However, with financial assets, the opposite seems true. Many investors are attracted to a stock whose price has risen more than one whos…
 
Growing your retirement money without losses while owning a guaranteed lifetime income far more than that of quality bonds is the key to retiring without the worry of going poor later in life. These benefits are only attainable with a principal-secure low cost, high income NEXT GENERATION retirement annuity. Pensions have all but disappeared for to…
 
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 fin…
 
Historically, we’ve always referred to the traditional sources of retirement income as a three-legged stool, composed of: 1. Government entitlement programs (Social Security and Medicare)...2. Personal savings and investments ...and , 3. Employer-sponsored defined benefit plans like pensions. In the past, retirees could typically count on ALL three…
 
Most of us can agree on one main goal for 2020: make life simpler and easier. Behavioral economists have proven that the best financial decisions are those that are pre-considered and then AUTOMATED. If your bills get deducted on auto-pay, you are never late with a bill. Your credit score goes up. You never pay late fees. If your strong 401(k) cont…
 
So, what happens if you retire at or near a Market Peak? Have you thought about that? Statistically, people are more inclined to retire during the top end of a bull market. It only makes sense. That's when confidence and peace of mind are higher. The trouble, as we all know, is that "what goes up also comes down" and if it comes down soon after we …
 
Money is in constant motion. It changes hands furiously in today’s automated world. And, depending on the day, it's estimated that nearly two hundred trillion dollars worth of currency, stocks, bonds, real estate and commodities exist world wide. The value of those assets rise and fall based on supply and demand, sometimes over long periods and cyc…
 
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 fin…
 
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