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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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Bad news for Sean Penn, chef Mario Batali, Adam Schiff, Cal Ripken, James Comey, Dr. Oz, John Elway, Anthony Robbins, Dave Ramsey and the nearly four million other (still living) Americans born in 1960. Unless Congress acts, the Covid-19 recession will cost ALL 1960 babies about 9% of their projected Social Security benefits! These famous people mi…
 
If you can live on your Social Security and pensions alone, and have no need for any income from your investments—ever—then you are fortunate. Most people in retirement today, however, DO need to derive income from their investments at some point. But even if you don’t actually WANT any income from your 401k money, the IRS has other ideas. Once you…
 
Adults over the age of 50 manage an increasing share of the wealth in the United States. Risky investment decisions that are made as people age may have effects on both financial markets --AND individuals in later life. FINRA, the Financial Industry Regulatory Association, performed an in-depth study recently to assess how many older Americans—thos…
 
What if a DISASTER wiped out the world's food supply, destroyed huge crops of wheat, corn, and rice, and the seeds for all of the successful grain species on the earth became endangered? Right now, not too far from the North Pole, a large, very secure vault is quietly storing the seeds of thousands of varieties of plants including wheat, barley, le…
 
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…
 
Persuading somebody to change their mind about anything or to make a change in some aspect of their life is not an easy task – but it can be done. Brian Ahearn has literally written the book on the art of persuasion and influence: it’s called Persuasive Selling for Relationship Driven Insurance Agents. His first book, Influence PEOPLE, was an Amazo…
 
How well have you done with your investments over your lifetime? You've had some good years where you got twenty percent or so perhaps. But, like the rest of us, you have had some STINKERS. Most investors lose money an average of three years out ten. That's why averaging ten percent is so hard. Most investors also buy stocks or mutual funds haphaza…
 
Your job as an investor—or the job of the person you hire to manage your money—is to optimize gains, while minimizing losses. Sounds easy, but today, you need a strategy built for the low interest rate environment of the 2020’s, not the 1990s. Well-chosen stocks can be long-term sources of wealth creation, just like well-located real estate. This i…
 
Of the top 10 causes of death globally, Alzheimer’s is the only one that can’t currently be cured, slowed down, or prevented-- at least not yet. The disease manifests in different ways, with some patients living 20 years after diagnosis, but most often in the range of four to eight years. Although 80% of those with the disease are 75 or over, Alzhe…
 
The pandemic crash put an estimated 400,000 small businesses OUT of business. Millions of people lost their jobs and may of them are still looking for work. Many sectors of the economy were hurt, others had banner years. Even now, analysts refer to a new category of stock: "recovery" or "reopening" stocks. In other words, companies whose businesses…
 
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…
 
COVID has significantly impacted all aspects of our lives – especially from a financial perspective. Doug Feller, a principal with Investment Partners, has watched the COVID fallout closely with regard to the changes in financial planning habits. Today he’s going to share his observations and give us some tips to help us get back on track. Listen t…
 
With politicians in Washington bent on adding to the national debt without mercy, more people want to do Roth conversions. The idea of being tax free for life has quite a ring to it! As appealing as ROTH conversions sound, pain is involved so you need to be ready for it. On top of that, they don’t always make sense-- according to many CPAs-- especi…
 
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…
 
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…
 
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…
 
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…
 
If there’s one thing that never goes out of style it’s “succession planning.” That’s because owners want to ensure that the business they’ve dedicated their lives to is going to provide them with a desirable outcome – all while allowing them to retire worry-free. While planning for an ownership transition isn’t necessarily the easiest task you’ll u…
 
The industry of Cybersecurity is growing every year at a very steady pace with no real end in sight. Think about it: When will the day come when you WOULDN’T want your company's computer systems secure? And when will the day come that the crooks will stop trying to get in? Cybersecurity is a permanent need, and an inevitable trend. Not just for you…
 
The financial world is huge, and there are many different ways to invest for profit. Some strategies focus on TIMING the markets, others focus on time IN the market. Some methods of analysis are all about the big picture—choosing SECTORS to invest in GENERALLY, rather than zeroing in on specific companies. Other strategies are the opposite. They fo…
 
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…
 
Getting the most from your investment dollars means focusing both on return AND risk. Smart investors who want to O8bring order into their portfolio understand that there will be ups and downs in the market. The key to worry free investing is having a strategy that can benefit from both upward cycles and downward cycles . In other words, we are all…
 
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…
 
Rea & Associates continues to advocate alongside the Ohio Society of CPAs to help build a better business climate throughout the state. Because Ohio Society members work closely with most businesses state-wide, people often reach out to it for its holistic insight into the business community. Scott Wiley is the Ohio Society’s executive director. Si…
 
As we get reminded often, women have a better chance of making it to age 100 than men — in fact, 82% of the 53,364 centenarians alive in 2010 were female. There are even more today. The ratio of females to males age 100 remains pretty steady--it is about 80 percent women. Hence the statistic: eighty percent of MEN die MARRIED, while eighty percent …
 
Dividend growth stocks--the type of stocks that grow their dividend every year without fail-- have provided a steady way to grow wealth in good times and bad. But how do you find the best ones? Many companies pay dividends but they pay them inconsistently, or pay too much of their revenue in dividends which can leave the company strapped for cash. …
 
Whether knowingly or not, millions of Americans voted for higher gas and electricity prices when they voted for Joe Biden, and based on recent market action, they are already getting a return on their vote “investment.” Joe Biden has been busy. Shutting down the XL Pipeline appears only to be the beginning Gas and oil prices are already rising and …
 
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…
 
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…
 
Remember that old saying: “It takes a community to protect a child?” Well, since COVID hit, it’s become obvious that it also takes a community to protect local business. Fortunately for businesses everywhere, there are incredible community resources to pull from. Jennifer McDonald, president and CEO of the Licking County Chamber of Commerce, shares…
 
When we hear about sudden, massive gains in speculative stocks like Tesla and GameStop or Bitcoin—the temptation is to feel like you somehow “missed out”. But most investors of retirement age are not ready to put all their money into one or two stocks to try to make a killing. As an investor, you need to decide what your priorities are, what your r…
 
If it feels like the price of everything you buy has been soaring, that’s because it HAS—even as central bankers everywhere worry about the danger of DEE-flation. That said, the prices of many things like clothing, airline tickets and ladies' make up are way DOWN. According to James MacIntosh, writing for the Wall Street Journal, the price of the s…
 
How long does it take to DOUBLE your money? Using the Rule of 72, money doubles every eighteen years at four percent compounded, it doubles every twelve years at six percent compounded, and every nine years at eight percent compounded. Today, we'll review the real secrets of raising your average rate of return and how get a guaranteed bonus of ten …
 
So…what’s the REAL secret to stock market success? We’d all love to think that there is just one secret but in the real world it comes down to avoiding big mistakes, avoiding hunches, having a logical strategy, and buying stocks that the big institutional investors have their eyes on. The more you listen to experienced investment managers who have …
 
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…
 
Remote work has become the new normal, and as a business owner, you can’t help but wonder how this will affect your business during tax seasons to come. Kathy LaMonica, principal and senior manager of Rea’s State and Local Tax (SALT) team is here to discuss the layers of remote work and what landmines do you need to be aware of, registering for pay…
 
Because fewer people are retiring with pensions, the demand for annuities is growing, and is likely to keep growing. Ten thousand Baby Boomers a day turn age 60 to age 75. Baby Boomers have embraced the common sense and logic that annuities provide—especially the NEXT GENERATION of retirement annuities which let YOU, the owner, share in market inde…
 
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…
 
Many retired investors today are hoping, waiting, and praying for interest rates on safe bonds to go up so they can retire in safety. According to economic analysis by a growing number of economists, they may be hoping, praying, and waiting a long time. Deflationary trends--including low interest rates-- have gripped the world forcing interest rate…
 
With the New Secure Act in place, and the Trump Tax brackets at risk of being blown up many retirement-minded people who can do the math are converting at least some of their IRA money to Roth IRAs, or to cash value life insurance, which when properly structured, may provide tax free retirement income, long term care benefits, and a legacy for heir…
 
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…
 
“Sales” has a bad reputation. When you think about somebody who “sells” for a living, what type of person do you think about? Does the image of a pushy car salesman come to mind? Or maybe you’re thinking about a conversation you had with pushy telemarketers during dinner? Why does the very thought of “sales” leave such a bad taste in our mouth? On …
 
Investment mistakes are very easy to make, even when you take a logical approach to the market. That said, who among us is 100 percent logical all the time? Most people in or near retirement would rather not spend hours a day studying market trends, money flows, and reading detailed reports. That's why you offload that task to a professional. But m…
 
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…
 
The industry of Cybersecurity is growing every year at a very steady pace with no real end in sight. Think about it: When will the day come when you WOULDN’T want your company's computer systems secure? And when will the day come that the crooks will stop trying to get in? Cybersecurity is a permanent need, and an inevitable trend. Not just for you…
 
One of the biggest beneficiaries of the COVID-19 pandemic has been the cloud computing industry. All sorts of companies in every category—not to mention individual users-- have been increasingly adopting cloud services for storing sensitive data. It’s a trend that can only get bigger. Cloud storage has been a growing industry for some time, but the…
 
One of the biggest beneficiaries of the COVID-19 pandemic has been the cloud computing industry. All sorts of companies in every category—not to mention individual users-- have been increasingly adopting cloud services for storing sensitive data. It’s a trend that can only get bigger. Cloud storage has been a growing industry for some time, but the…
 
How important is your company’s brand? As a business leader, you’ve worked hard to build a company on key values, instill solid company culture, and deliver an excellent experience. These qualities have all shaped your business’s brand. But what if you were faced with a really tempting opportunity or a decision that would ultimately take you out of…
 
With politicians in Washington bent on adding to the national debt without mercy, more people want to do Roth conversions. The idea of being tax free for life has quite a ring to it! As appealing as ROTH conversions sound, pain is involved so you need to be ready for it. On top of that, they don’t always make sense-- according to many CPAs-- especi…
 
Surveys show that Americans are getting an itch to travel again. In fact, According to AAA, more than 41.5 million Americans will travel this Memorial Day weekend, nearly 5 percent more than last year and the most in more than a dozen years. As lockdowns ease, destinations are coming up with solutions to comply with social-distancing and disinfecti…
 
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