show 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 strate ...
 
If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
 
Planet BoomerVille is for Baby Boomers, those born between 1946-1964. It is about remaining Stellar and Living Life Lively in the finite time we have remaining. That means Baby Boomer brain and physical health. Baby Boomer family relationships, love, Boomer sex, romance, Boomer Dating, grey divorce, Baby Boomer retirement, finances, and new business ventures. Making new friends and appreciating old friends. Lot's of music, new and old. It is about baby boomers new life beginning and adventur ...
 
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them reti ...
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
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show series
 
President Joe Biden wasted no time on Inauguration Day. He signed 17 executive orders and memorandums—by far the most in history on a president’s first day—one of which halted construction of the controversial Keystone XL pipeline, which would have carried crude oil from Canada through several states the US. The 1,700-mile pipeline was planned to c…
 
Drilling down into the specifics of retirement distribution strategies: dollar cost averaging, pro-rata withdrawals, and buckets vs. the total return approach. Plus, a retirement withdrawal strategy with a side of pension and Social Security, another mortgage payoff question, the small business solo 401(k) trap, an LLC for a kayak side-hustle, and …
 
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 at 5pm! After an update of the markets and today's breaking…
 
One of the simplest ways for companies to communicate financial well-being-- and shareholder value-- is to say "the dividend check is in the mail." Dividends, those cash distributions that many companies pay out regularly from their earnings to their stockholders, send a clear, powerful message about future prospects and performance. A company's wi…
 
Have you heard about the Mardi Gras, Carnival Cruise Lines’s largest “Fun Ship”--EVER? It will hold up to 6,500 passengers, has dozens of theme restaurants including one by celebrity chef Emeril Legassi, and get this--features a very large first class ROLLER COASTER on top of the ship. It's not a pipe dream--the Mardi Gras is ready to set sail as s…
 
Jake and Kirk discuss the ever prevalent issue of inflation. This time with an eye toward how 2021 will likely see a large jump in inflation. Inflation can seem like a simple idea but it can get quite confusing. Jake explains the mindset you need to have when thinking about inflation in 2021 and beyond. *“Tax preparation, planning, IRS representati…
 
Reports are that the first one hundred days for the Joe Biden presidency may include a declaration of emergency with relation to Climate Change that cuts a deep swathe into the affordable, reliable energy fossil fuel industry that provides a million jobs. Whether knowingly or not, millions of Americans voted for higher gas and electricity prices wh…
 
As Trumponomics comes to a close and Bidenomics begins, investors don’t really need to predict which set of economic policies will work the best to stimulate the economy—at least not for a while yet. Experts say it will take six to twelve months or longer to begin to see the effects of most of Biden’s economic moves. In the meantime, whose policies…
 
Answering questions from across the personal finance spectrum: inherited IRAs and late RMDs, contributing to non-qualified deferred compensation plans, making Roth contributions for grandkids, how a Roth impacts student loans, taxation on ESPPs and RSUs, paying off the mortgage, and retirement plan spitball analysis for a clergyman and his wife, an…
 
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 at 5pm! After an update of the markets and today's breaking…
 
How does changing weather affect the price of commodities and everything we buy? Probably, more than you think. In case you weren’t aware, we’ve been experiencing mostly "El Niño" weather conditions for the past ten years. El Niño is characterized by warmer ocean temperatures which affect weather patterns around the world. It has nothing to do with…
 
The lithium-ion battery has played an integral role in powering the modern-day world – but questions remain about its environmental impact. The rechargeable batteries, which are used in everything from mobile phones to electric cars, are in constant daily use globally to power the portable electronics we use to communicate, work, study, listen to m…
 
President Biden now has a Democrat controlled House and Senate. Does this mean he can rule with dictatorial power? Absolutely not. In this episode we discuss the main barriers to Biden’s agenda and what he will be able to do during his term. We also talk about an important avenue the democratic party will likely take, something called “Budget Recon…
 
Interest rates on savings and treasury bonds—once the mainstay of a solid and secure retirement—have entered a dry desert of lingering, extremely low interest rates. The result is that almost no one can retire on a financial diet of social security and the interest they get from bonds anymore. This is a big change for retiring investors because in …
 
As you are going about your daily business, you may be unaware that hundreds of micro-satellite networks are being launched at a pace that could not have happened just 24 months ago. According to the Wall Street Journal, At least 16 companies are working on launching similar types of "micro" or "nano" satellite networks. Each is leveraging differen…
 
Backdoor Roth IRA withdrawal rules and the mechanics of the mega backdoor (dump truck!) Roth. Can you still contribute to a Roth after a rollover? How do you calculate Roth conversion taxes due to the pro-rata rule? Also, calculating a long retirement number or by age, a radical portfolio rebalance, why basis, gains, and losses are tracked, and don…
 
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 at 5pm! After an update of the markets and today's breaking…
 
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…
 
Question: As an investor in or near retirement, should you own utility stocks? And, if you do, should you make utility stocks a major part of your plan for retirement income, as some financial journalists seem to suggest? Utilities can be a good choice for some investors seeking diversification from the broader equity market since the dividend yiel…
 
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…
 
In this first YMYW episode of 2021, Joe and Big Al go over estate planning strategies for CFP® candidate/Redditor Nate in SC, they do a spitball analysis for John in TN who wants to retire early, a retirement withdrawal and 529 plan strategy for Ace in TX, and a breakdown of pension options for James in AZ - after Big Al figures out how to work his…
 
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 at 5pm! After an update of the markets and today's breaking…
 
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. Some stocks meet both requirements. We'll…
 
We would all like to think that 2021 will be all sunshine and roses. While Jake and Kirk are mostly optimistic about the future (especially in comparison to 2020!) there are some important financial challenges to prepare for in 2021. On this episode, Jake will break down some important technical jargon regarding central banking policy, and how a ch…
 
Historically, there’s a 91% chance of the stock market giving you a positive return over any particular 10 year period. Here’s the problem: the 91 percent of positive ten year periods have come AFTER recessions and poor markets. The worst ten year periods have come after long bull market expansions, like we're in now. In or near retirement, THAT'S …
 
The S & P 500 is thought of as a steady and stable index of the 500 largest companies in America. Many S & P index investors believe they are investing in large cap blue chip stocks, that are all profitable. The perception is that there are strict rules for companies to stay in the portfolio and that most of the companies are have investment grade …
 
Contrarian investors are always looking for bargains in the marketplace. After all, sometimes, you can make a lot of money looking for "jewels in a junkheap." Therefore, speaking of junkheaps, do hotels and cruise-ship-stocks still qualify as a contrarian BARGAIN right now? Their prices are well below 52-week-highs, but are they low enough to bite …
 
Wrapping up the longest year in history with means testing for Social Security, healthcare when one spouse is on Medicare, and how Roth IRA conversions affect Social Security & Medicare costs. Plus, can you avoid capital gains when selling rental real estate? Should you pay off the mortgage on your rental property or keep investing? Is it a good id…
 
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 at 5pm! After an update of the markets and today's breaking…
 
Merry Christmas! It's Christmas Day so the markets are closed, but this special edition of Mastering Money is sure open, and its our gift to YOU--we have a terrific show planned for you. We'll be talking about some inspiring true stories that have happened at Christmas, especially at the beginning and the end. In between, we're talking about you an…
 
One of the simplest ways for companies to communicate financial well-being and shareholder value is to say "the dividend check is in the mail." Dividends, those cash distributions that many companies pay out regularly from their earnings to their stockholders, send a clear, powerful message about future prospects and performance. A company's willin…
 
Is the “Santa Claus rally” real—and does it apply to crazy, zany years like 2020? In the investing world, the uptick in stock market performance at the end of most years is commonly referred to as the "Santa Claus" rally, often bringing investors jolly gains. It is typically followed by what is known as the "January Effect." But will Santa visit TH…
 
Jake and Kirk discuss a WSJ article written by a city planner who proposes some interesting new ways that big cities like London, NYC and San Francisco might develop in a post covid world. They also discuss some of the ways rural and urban areas might change, with big companies helping to build out “zoom towns” from existing places like Jackson, Wy…
 
Investing in 2021 will be different from 2020, and that's a good thing. Congress and the Fed will continue to shove dollars into the economy and keep interest rates low. That is just what traders want to hear. Heading into 2021, Barron’s has published its list of 10 favorite stocks for the coming year, like it has for the past 11 years. Sometimes t…
 
’Twas the Tuesday before Christmas and all through YMYW, Joe and Big Al’s stockings were stuffed with your money questions: which strategy do they like best for retirement portfolio withdrawal? Plus, early retirement: calculating taxes correctly for it and dollar-cost averaging for it. Also, spreading SIPC risk, understanding the discrepancy in bas…
 
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 at 5pm! After an update of the markets and today's breaking…
 
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 turning to NEXT GENERATION annuities to meet that need. Annuities are not for young investors. They are for those planning a retirement th…
 
For those who have made plans based on past projections of the future, you may be in for a shock. On this episode, Certified Financial Planner Jake Rivas discusses some of the mistakes people are making when planning for their future. Jake and Kirk also discuss the larger economic and political meaning of our current situation, and what it could me…
 
Moving into 2021, market analysts see reasons why stocks can go up--rather decisively--or not. Vaccines may put COVID in the rear view mirror and government stimulus is likely on the way. Still, for retired investors, staying 100% on offense is not wise. A class of stocks known as "Defensive stocks" may offer the benefits of long-term gains with lo…
 
Are Tesla’s Shares Worth 90…780? Wall Street Can’t Decide. For all the headline-making drama surrounding Elon Musk and his brainchild Tesla Inc., investors who had the patience, got rewarded handsomely this year. On January 1st of 2020, the stock was trading at $93 a share. By mid-December--just before its entry into the S & P 500, it was trading a…
 
Many investors are bewildered by the rise of the stock market since COVID 19. Milestone after milestone has been hit, including a 30,000 Dow, 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 building on the half of the economy that is nearly shut dow…
 
A final look at the CARES Act COVID-19 stimulus package, Coronavirus related distributions, and whether they affect your 2020 taxes. Plus, action items to pay less tax in 2020, like Roth conversions, tax gain and tax-loss harvesting, and charitable giving strategies. Also, when to do Roth contributions, how much of your portfolio should be in Roth …
 
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 at 5pm! After an update of the markets and today's breaking…
 
Electric cars run quietly and no smoke comes out the back-end as they cruise down the highway. These cars burn no gas. They are battery powered, so they couldn't possibly be polluting the air, right? Wrong! says a former electric vehicle engineer for GM and author of an important book on the topic. How could electric cars and trucks possibly pollut…
 
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…
 
How does changing weather affect the price of commodities and everything we buy? Probably, more than you think. In case you weren’t aware, we’ve been experiencing mostly "El Niño" weather conditions for the past ten years. El Niño is characterized by warmer ocean temperatures which affect weather patterns around the world. It has nothing to do with…
 
After High School Kirk worked for an MLM (Multi-level-marketing) company called “Vector Marketing.” Often, legitimate MLMs like Vector (they sold Cutco Knives) and Mary Kay are presumed to be pyramid schemes. In this episode Jake and Kirk discuss how to tell these different “money making” methods, and how to know if someone is asking you to do some…
 
Question: As an investor in or near retirement, should you own utility stocks? And, if you do, should you make utility stocks a major part of your plan for retirement income, as some financial journalists seem to suggest? Utilities can be a good choice for some investors seeking diversification from the broader equity market since the dividend yiel…
 
There are taxable, tax-deferred, and tax-free accounts, and the proper balance of investments in each is called tax diversification. Are you tax diversified enough? Plus, how do capital gains and ordinary income work again? Should you contribute to traditional 401(k) or IRA, or to Roth? What can you do about excess contributions to your Roth IRA? A…
 
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 at 5pm! After an update of the markets and today's breaking…
 
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