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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!

Our educational series on dividend paying stocks continues. We’ll examine a company you might have never heard of, that has increased its dividend for 44 consecutive years!  Thanks to its dominant position in the medical devices industry, this Dividend Aristocrat benefits from several factors including a growing and aging world population. It is a wide moat company providing necessary services outside the high tech world of Silicon Valley that makes money year after year. Then Steve reviews the various types of annuities and defines terms like  margin, spread, cap, and participation rate.

With the acquisition of Whole Foods, the battle between Amazon and Wal-Mart is truly ON!!  While Amazon is a category-killing  disruptor, it may be a mistake to count out Wal-Mart. Wal-Mart is by far the world’s largest retailer with 2.3 million employees serving 260 million consumers per week in 28 nations. Ninety percent of all Americans livewithin fifteen minutes of one of its stores. For Wal-Mart, the transition has begun to digital. For Amazon, the opposite. They want storefront, and local warehouse space. Today, we’ll examine Wal-Mart’s new business model–it may surprise you! Then Steve answers some tough questions on annuities that most people have, but can’t seem to get a clear answer to! You don’t want to miss it.
 

 

It’s a TATRO Tuesday!  Bill Tatro will join us for his unique take on the markets, interest rates, and the economy. But first we’ll take a look at the stock of GE. With Jeff Immelt stepping down in August as CEO of General Electric, many investors wonder if GE will make a comeback. The stock has fallen thirty percent under Immelt, but jumped on the announcement he was stepping down. Will GE cut its dividend? And is GE a bargain, or a dud?  Let’s find out! 

It’s a Larry Kudlow Monday! The one and only Larry Kudlow shares his views on money, politics, health care reform, and taxes-THAT’s coming up NEXT

 

It is a Joe Capitano Friday.

The stock market appears to be trading on whether or not Donald Trump’s tax bill passes, believing that if the tax bill is a go, so is a revival of the Trump bump. If not, the market could go flat. With all the distractions, the Democrats appear to be playing stall ball.  But a legal opinion from famed attorney Alan Dershowitz could change a few minds. A big show lined up today!

The U.S. Open golf tournament starts tomorrow and will be held in Wisconsin, not Pebble Beach at the Erin Hills golf course, a masterpiece. But the millionaire developer who built the course went broke doing it, and found a way to run out of money at age 71, selling the course for a loss. Find out the full story! Then Steve reviews key annuity fundamentals and RMD optimization

It’s a Tatro Tuesday!  Bill Tatro will be joining us, but first, the Wall Street Journal reports that stores and shopping malls are closing at the fastest pace in history. Credit Suisse, the investment bank anticipates more than 8,600 stores in malls will be closed by the end of 2017. Analysts predict that 400 or so of the roughly 1,100 malls in the U.S. will close in the coming years. Find out what some mall owners are doing to make malls profitable again. It may surprise you