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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You’ve heard the term "WIDE MOAT" being used in the investment world. Most of us would rather own stocks that have a wide moat, given the choice. More fortunes have been built from owning quality stocks over time, than trying to time the market with stocks that go up and down like a roller coaster. So, what Is a Wide Moat? And, how can you determin…
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Daily IQ Retirement Brief 5/2/25
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Daily IQ Retirement Brief 5/1/25
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It’s known as the Widow’s Penalty—the financial shock of what happens when a husband dies who has been handling the investments and the tax returns. Suddenly, income goes down, taxes go up—yes, I’ll explain that-- and expenses remain about the same. In the Market Intel segment, We’ll review 3 steps to take now to avoid or diminish the impact of the…
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Daily IQ Retirement Brief 4/30/25
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Scotts Miracle Grow is a profitable company that dominates the lawn and garden business at Home Depot, Lowes and all major retailers. Its stock shot up to $250 a share during the Pandemic, but is now back to $50. What happened? Weed, not weeds. They took a foray into growing marijuana during Covid, and the weed business got crushed. They’ve gone ba…
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SPECIAL PODCAST: Steve Interviews CFP® Matt Zucarro with Fullerton Financial Planning Topics: RMDs, Roth Conversions, and more...Don't miss it!
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27:36SPECIAL PODCAST: Steve Interviews CFP® Matt Zucarro with Fullerton Financial Planning Topics: RMDs, Roth Conversions, and more...Don't miss it!
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Daily IQ Retirement Brief 4/29/25
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In a twist of events, the Nordic countries of Finland, Sweden, and Denmark are beefing up their militaries in a big way. After being peace-niks for decades. Denmark for example, is increasing its military budget by 70 percent according to the Wall Street Journal. A timely full report on that in the Market Intel Segment, then Certified Financial Pla…
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Daily IQ Retirement Brief 4/28/25
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It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights …
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Daily IQ Retirement Brief 4/25/25
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The future is arriving daily, and AI—Artificial Intelligence-- is making it get here even faster. In today's Market Intel segment, we examine how AI is cutting down the time on bringing breakthrough prescription drugs to market and why select AI stocks can still improve your portfolio this year. Then health insurance expert Shelley Grandidge joins …
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One day we could wake up and the electrical grid across wide swaths of the U.S. could be shut down. Cell phones service? OUT! Solar storms have been happening since the beginning of time. The last big one occurred in1859. The next big one could happen, scientists say. We've got the Wall Street Journal report on that in the Market Intel segment, and…
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Daily IQ Retirement Brief 4/24/25
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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 Shelly Grandidge joins us to review today's best health insurance and Med…
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Daily IQ Retirement Brief 4/23/25
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Eight in ten non-retired Americans express anxiety that their savings may not provide enough to live on in retirement. We'll review this carefully conducted landmark survey of 3,119 U.S. adults in the Market Intel segment, then we'll explore why CNBC PRO is making the case for dividend stocks as the stock market returns back to the time honored bas…
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Daily IQ Retirement Brief 4/22/25
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Daily IQ Retirement Brief 4/21/25
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It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights …
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Many landlords are deciding to cash out their rental properties for top dollar these days, as they are finding it nearly impossible to raise rents. The problem: Oversupply of new apartments coming on line with fabulous amenities. An oversupply is developing and inflation is making the problem worse for tenants. We'll review that Wall Street Journal…
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Daily IQ Retirement Brief 4/18/25
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Daily IQ Retirement Brief 4/17/25
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It wasn’t that long ago that most investors were wondering if the stock market was too high. Were we in a bubble? That was the topic. Then why isn’t everyone happy that the market has done a very healthy thing: correct itself? We’ll explain one way to pick a stock about to break out next, then talk about cutting edge retirement strategies working f…
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Daily IQ Retirement Brief 4/16/25
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A piece of glass thinner than a credit card could be the next big thing in residential windows, and potentially save U.S. residents $25 billion dollars on their energy bills says Christopher Mims, chief tech writer for the Wall Street Journal. It’s called Gorilla glass—that story in the Market Intel segment.…
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Daily IQ Retirement Brief 4/15/25
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During turbulent financial times, investors often feel like heading for the hills--letting fear be their guide. That can lead to an interest in gold. But is gold really a good investment? Will it pay you any income? And when can annuities actually outperform gold.... by a LOT? We’ll dedicate time today to learning all about annuities—which ones are…
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It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights …
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Daily IQ Retirement Brief 4/14/25
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Daily IQ Retirement Brief 4/11/25
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Do you get the feeling that markets move faster than they ever have BEFORE—both up and down? IT’S no illusion--the speed of trades in the markets HAS increased by several hundred percent just in the past few years. 70% of all trades in the market are now generated by "algorithmic trading" (also called automated trading, black-box trading, program t…
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A tax deduction of $380,000 for running your business? Yes, thousands of doctors, attorneys, accountants, and business owners are using this little known but very legitimate method of tucking money away several million tax deductible dollars for their own retirements. We'll review how it works in the Market Intel Segment, then review how disaster t…
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Daily IQ Retirement Brief 4/10/25
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Daily IQ Retirement Brief 4/9/25
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So…. did the Trump tax cuts actually bring in more tax revenues--or not?? As usual, the Democrats are trying to rewrite history, but we’ll set the record straight in the Market Intel segment-- using published, factual detail from the IRS. Numbers don't lie and higher taxes kill economies. Then medicare and health insurance expert Shelley Grandidge …
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Jamie Dimon, CEO of JP Morgan Chase, has had it with people not showing up for work. He let it all hang out about new rules for employees at Chase, F words and all. We’ll do the highlights of the play by play next, then get very specific about how to build your financial plan to take on any economic downturn and still thrive.…
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Daily IQ Retirement Brief 4/8/25
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It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights …
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Daily IQ Retirement Brief 4/7/25
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So, is the Tech rally-and the rise of Nvidia over?...or just getting started? As an equity investor, it may be the most important thing to be asking yourself right now. We’ll examine what you need to know and why it's NOT over in the Market Intel segment-- then Shelley Grandidge joins us to talk about health insurance and Medicare. MASTERING MONEY …
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Daily IQ Retirement Brief 4/4/25
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Daily IQ Retirement Brief 4/3/25
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As tech stocks get readjusted to a new set of market dynamics and are currently stalled, many investors are returning to the common sense investment approach of high quality dividend stocks. Today, we’ll dig deep into how the very popular Black Diamond Dividend Growth portfolio could be an excellent choice for you right now, playing both offense AN…
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Daily IQ Retirement Brief 4/2/25
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China has found a way around tariffs—for now. It has invested billions in building factories and plants in Mexico over the past four years. Why sail the ocean when you can just walk across the border AND avoid tariffs under the USMCA? An indepth look at how China has capitalized on Mexico--that's in the Market Intel segment, then Shelley Grandidge …
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Daily IQ Retirement Brief 4/1/25
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Global nuclear energy is set to achieve record levels of generation in 2025. Currently 63 Nuclear generators are under construction around the world, but Russia and China dominate 48% of the market. A timely update on the state of the state in the Market Intel segment, then I’ll explain why stocks can--and often do-- climb a Wall of Worry. MASTERIN…
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It's a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow's terrific nationwide podcast. Having served as an economist in two presidential administrations--Ronald Reagan and Donald Trump--and having been an 'A-list' commentator on the two top business stations--CNBC and Fox Business--Larry's insights …
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continue reading