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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Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: An ...
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Designed to challenge old-school business practices and the traditional business suit culture, on unsuitable on Rea Radio you'll hear industry professionals speak about meaningful, modern solutions to help you enhance your company’s growth. Hosted by Doug Houser.
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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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Have you ever considered the importance of evaluating values fit when bringing an employee or client on board? I'll discuss why having clearly defined core values is crucial and how it helps us identify the right clients to work with. You'll learn about the key aspects we look for in clients, such as a proven offer, a growth mindset, and resiliency…
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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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How to Find Your Financial Constraint in Your Business
18:34
18:34
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18:34Let's dive into the hidden financial constraints that could be holding back your business. We explore common roadblocks like improper pricing strategies, ineffective marketing, hiring pitfalls, and leadership challenges. Learn how each constraint can impact your path to profitability, and discover practical solutions for overcoming these hurdles. F…
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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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Let's dive into the critical traits that set successful entrepreneurs apart from the rest. I share insights from my lunch with one of my most successful clients and reflect on the common patterns I've noticed among thriving business owners. From the importance of fast action to making decisions quickly, and being okay with making mistakes, I share …
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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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Cash flow is the exchange of promises—both in and out—so it's important to maintain good relationships with vendors and customers while ensuring financial stability. Today, I touch on some of my personal experiences, explain the pitfalls of being overly accommodating, and offer practical advice on setting policies, collecting payments, and managing…
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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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Stop Waiting and Start Scaling with Sam Vander Wielen
47:09
47:09
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47:09Believe it or not, it is possible to scale your business while keeping things simple. Today, I'm joined by Sam Vander Wielen, an attorney turned entrepreneur and leading legal educator to online business owners. Sam and I explore the myths of business complexity, the pitfalls of shiny object syndrome, and the importance of focusing on core offers. …
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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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There's a recurring theme in my recent client calls: the uncertainty many business owners face about the true health of their business. Discover why it's crucial to periodically step back and assess your business's performance objectively. You'll learn how to interpret common financial signals and maintain a balanced view of your business's health,…
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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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In this episode, we dive deep into the financial side of running a business, translating the complexities into enjoyable, understandable concepts. Using engaging analogies, I shed light on IRS audits and the nuances of handling personal expenses through your business. We explore the risks associated with aggressive tax strategies, the importance of…
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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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Early Warning Signs of a Cash Flow Crisis
15:02
15:02
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15:02In this episode, we tackle one of the most stressful situations a business owner can face—a cash flow crunch. I discuss how cashflow issues can drastically affect behavior and business culture, and the importance of recognizing early warning signs. I'll guide you through effective strategies to manage cash flow, such as creating a cash flow forecas…
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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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Use This Hack to Hire Financial Experts in Your Business
13:56
13:56
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13:56In this episode, I discuss the common challenges faced by business owners when hiring financial help. I offer a strategic approach to hiring financial support by explaining the importance of building your finance team from the ground up. I also emphasize the cost-effectiveness of hiring a rock-solid accounting specialist or clerk for day-to-day ope…
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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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How to Properly Classify Assets and Expenses
10:40
10:40
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10:40In today’s episode, I dive into a topic that often confuses business owners: the difference between an expense and an asset. While you might think your bookkeeper has it all handled, it's vital to understand how these distinctions affect your business's tax benefits and overall financial health. We’ll cover the basics of expenses – your typical ope…
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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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Tackling Tough Conversations About Money with Mary Clements Evans
44:15
44:15
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44:15In today's episode, we talk with Certified Financial Planner Mary Clements Evans, author of "Emotionally Invested". Mary shares her approachable, jargon-free insights on personal finance. We break down the emotional aspects of financial planning, focusing on the personalities that drive financial behaviors. Mary also delves into her own experience …
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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