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How to make it, spend it, and invest it

Mastering Money

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 Ken Morgan as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Also, an encore show at 6pm 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!

When markets move steadily upward for five and ten years at a time, the upward movement becomes expected. Almost all investors get complacent during long bull markets. Then, for reasons that are always UN-expected, a bear market reversal shows up! Five years ago …even a few MONTHS ago–most people had never heard the term “Corona Virus.”  Now,.. we are quite familiar, thank you very much.  The market selloff came fast and furious. There was no time to react because in this digital age, Robots are carrying out the task of completing trades in rapid fire fashion. Which is why more than ever, you need to own high quality investments in the market and secure income assets that are OUT of the market. Today, we’ll give you specific details on what to do next in this topsy turvy time. Then health insurance and Medicare expert Shelley Grandidge gives us down-to-earth advice on choosing the right insurance and medicare plan.  This is a fact filled show you don’t want to miss. MASTERING MONEY is on the air!!

No disease outbreak in the modern era has  caused countries the size of China or Italy to quarantine vast populations triggering a  widespread collapse in supply chains, trade, business, and social activity. The last three outbreaks—SARS in 2003, avian flu in 2005, and MERS in 2015—subsided after three months, followed by a six- to eight-month recovery in air traffic, according to Barrons. Air travel plunged 40% in the two months after the 9/11 attacks but gradually recovered. During those crises, buyers of Southwest Airlines ended up doing pretty well, but it took guts to step up. There may be several airlines presenting an opportunity today, according to Barrons. Steve and I will review those in the Market Intel segment, then mortgage advisor Mitch Boxberger joins us for the Q & A. A very timely show you don’t want to miss…MASTERING MONEY is on the air!!!

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, featuring timely insights from top market experts and heard by millions of listeners coast to coast—including Saturdays right here on Money Radio! After an update of the markets and today’s breaking financial news stories, we’ll take you to an exclusive broadcast of the Motley Fool Money Show–plus money-making and money-SAVING ideas from Steve you won’t want to miss! — MASTERING MONEY IS ON THE AIR!  

Listen in as Steve and Ken break down some of the news not being reported on the Virus and how it is being contained. Mainly, get a handle on where the market is right now from a fundamental and technical perspective. Steve has key points for you that you don’t want to miss on how to keep your head while others are losing theirs! This market will improve, but THIS is what you need to know.

Over the past century, markets have crashed A DOZEN TIMES, several times by more than fifty percent, leaving people’s finances and dreams in disarray for YEARS.  Not only is money lost, but TIME is lost. It takes time to build up a nest egg.  The last thing anyone wants is to START OVER in retirement.  If you’ve been saving for thirty years for your dream retirement, it makes no sense to go back to where you were ten or fifteen years ago with your money. Can that happen?   Well of course, it DID happen…. TWICE… in 2000 and 2008!  Are we there again?The S & P has fallen, but only back to levels we saw in December of 2018.  This bear market is proof of why you need to keep your money in safer, smarter buckets, so that your retirement is protected, your investments are of high quality, and your income is for life. Today, we’ll review exactly what to do NOW to make the most of your current retirement nest egg! Then CPA Nick Stefaniak joins us to help lower your taxes!!  A great show today you don’t want to miss …. MASTERING MONEY is on the air!  

SPECIAL PODCAST:  Steve delivers an important Market Update regarding the Chinese Corona Virus effect, what to understand about it, what to do, and what President Trump IS doing now. We’ll hear an excerpt from President Trump, along with Steve’s insights. DON’T MISS IT!

Although many people DON’T think about owning life insurance, many, many people do. Life insurance has evolved from just a few choices in the old days, like whole life and straight term, to more advanced and flexible forms of Universal Life insurance which can be tailored to fit your needs for tax advantaged  retirement income that does not trigger taxes on Social Security, leaving a tax free legacy, and tax planning goals.  Unlike the policies of old, today’s next generation of cash value life insurance can deliver the goods on multiple benefits with the same dollar. For example, quite a number of cash value life insurance policies on the market can double as a LONG TERM CARE funding vehicle. You get triple the benefits with the same insurance dollar. Today we’ll review these policies and show you why many people are converting IRAs to tax free life insurance, rather than ROTH IRAs.  An important show you don’t want to miss  MASTERING MONEY is on the air!!!

Although many people DON’T think about owning life insurance, many, many people do. Life insurance has evolved from just a few choices in the old days, like whole life and straight term, to more advanced and flexible forms of Universal Life insurance which can be tailored to fit your needs for tax advantaged  retirement income that does not trigger taxes on Social Security, leaving a tax free legacy, and tax planning goals.  Unlike the policies of old, today’s next generation of cash value life insurance can deliver the goods on multiple benefits with the same dollar. For example, quite a number of cash value life insurance policies on the market can double as a LONG TERM CARE funding vehicle. You get triple the benefits with the same insurance dollar. Today we’ll review these policies and show you why many people are converting IRAs to tax free life insurance, rather than ROTH IRAs.  An important show you don’t want to miss  MASTERING MONEY is on the air!!!