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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Today, Shannon Weinstein chats with Savannah Chaffin, an enrolled agent and expat tax expert in Vienna, Austria. Savannah shares her experiences navigating the complex world of international taxation, from lifestyle changes and cost of living to the intricate tax obligations US citizens face abroad. Key topics include the importance of thorough res…
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Daily IQ Retirement Brief 10/29/24
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The Wall Street Journal reports the U.S. is running low on some types of air-defense missiles, raising questions about the Pentagon’s readiness to respond to the continuing wars in the Middle East and Europe--AND a potential conflict in the Pacific with China. We'll have that story for you in the Market Intel segment, then we'll review a way to rai…
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Today, Shannon explores the story of a highly successful client who considered abandoning her lucrative marketing agency simply because it no longer excited her. Shannon discusses the importance of staying committed to a profitable business, even when it feels mundane, and why this approach often proves to be the smartest long-term strategy. Listen…
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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…
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Daily IQ Retirement Brief 10/28/24
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In today's episode, Shannon dives into a topic inspired by recent client experiences: the two ways you earn money in a business. She explores the complexities of partnerships, how to manage profits and salaries, and the critical importance of having clear agreements. Whether you're a solo entrepreneur or navigating the murky waters of a multi-owner…
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Daily IQ Retirement Brief 10/25/24
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Will Medicare cost you more in coming years due to shortages in funding ? Will Medicare Advantage plans start pushing subscribers to cheaper drug substitutes for more serious conditions? Find out where the savings can be had, and the overcharges to avoid. Then Shelley Grandidge joins us to talk about it all. MASTERING MONEY is on the air!!!…
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Today, Shannon dives into a topic that might seem counterintuitive but could be a game-changer for any business – unscaling. In this episode, Shannon shares a cautionary tale from her own business journey this year, where she set out with the intention to simplify, only to find the real magic in unscaling. She explores why scaling too soon can be d…
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Daily IQ Retirement Brief 10/24/24
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The stock market has spent more than 240 days above the 200 day average. So, are stocks too high to keep climbing? What do the statistics say when we have reached 240 consecutive days above the 200 day average? We'll explore the actual statistics of where the marke tend up six months and twelve months later--and reveal the #1 method of stock select…
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As tax season approaches, the urgency surrounding questions about deductible expenses intensifies. Shannon explores the fundamentals of deductions, dispels common misconceptions, and provides valuable insights on how to maximize tax savings. The episode also highlights an upcoming free tax deduction guide that lists over 150 potential deductions fo…
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Daily IQ Retirement Brief 10/23/24
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Wall Street is suddenly worried that the S&P 500 is on the cusp of another ‘lost decade’, reports MarketWatch. The decade from 1999 to 2008 is often referred to as the lost decade in stocks because of the massive run up in the 1990’s followed by a negative return for the next ten years. Is that where we are headed now? We’ll explore both sides of t…
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In this episode, Shannon welcomes guest Lynn Smith to discuss why embracing failure is essential for business success. They delve into common entrepreneurial fears such as failure and imposter syndrome, introducing the "brain bully" concept—an internal voice that undermines confidence. Lynn shares personal strategies for overcoming these fears and …
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Daily IQ Retirement Brief 10/22/24
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Empty tables and rising costs are pushing more restaurants into Bankruptcy, says the Wall Street Journal. Has the Covid “Stimmie” money finally run out? California’s push for higher minimum wages for all, and free health care for all is spreading across the U.S. and causing a growing number of restaurants to close their doors. That report in the Ma…
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Today’s episode features a dynamic conversation with Lynn Smith, a transformative media and confidence coach, and former news anchor with over 15 years of experience at NBC News, MSNBC, and CNN Headline News. Shannon dives deep into the art of communication, the challenges many entrepreneurs face in conveying their value, and the power of authentic…
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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…
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Daily IQ Retirement Brief 10/21/24
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Today, Shannon dives deep into the ever-challenging task of aligning employee expectations with those of the business owner. Shannon shares her personal journey of going from a corporate hiring manager to managing a dynamic team of her own, outlining the surprising complexities of hiring and onboarding in a small business. She discusses the importa…
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In the business world and in most of life, one person’s loss is another’s gain. Israel’s main airline El Al, has suffered hard times for years, but suddenly the stock is up 60%. A Wall Street Journal report on why this airline is soaring in the Market Intel segment, then Shelley Grandidge joins us to talk about Medicare and health insurance. MASTER…
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Daily IQ Retirement Brief 10/18/24
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Today, Shannon tackles the topic of tax savings and strategies for entrepreneurs. In this episode, she challenges common perceptions and discusses why not all tax-saving tactics are worth the time and effort. Shannon explores the importance of proactive tax planning to avoid surprises, evaluates popular tax strategies like hiring your kids, and emp…
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Daily IQ Retirement Brief 10/17/24
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Is it true that some serious entrepreneurs are working on a vaccine for Fentanyl? YES—Fentynal is cheap and roughly 100 times more potent than morphine--AND--it is turning into what can be classified as an epidemic. We review a Bloomberg report on one company’s quest to create a vaccine in the Market Intel Segment. Will it work? Let’s find out, the…
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Today, Shannon discusses her three most expensive business mistakes. Shannon candidly shares her experiences with hiring and overpaying the wrong people, making hasty decisions, and neglecting constant sales efforts. Tune in for valuable insights and practical tips on avoiding these common pitfalls in your own business journey. Whether you're new t…
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Daily IQ Retirement Brief 10/16/24
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Ever since the McDonald brothers first launched their vision of fast burgers at 15 cents a pop in 1948, inexpensive beef has become an American BASIC, , practically a birthright along with voting and the high school prom. We’ll review a Bloomberg report on how much a hamburger costs today, and WHY in the Market Intel segment, then Shelley Grandidge…
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In this episode, Shannon delves into the new Beneficial Ownership Information (BOI) reporting requirements, which are essential for nearly all small business owners in the United States. Shannon is joined by Frank Tumminello, co-founder and CEO of fileforms.com, a leading expert on navigating regulatory requirements. Together, they will break down …
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Daily IQ Retirement Brief 10/15/24
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The new millionaire class in America is not a bunch of computer geeks. In fact, they wear plaid collars, not white collars. Plumbers and Electricians with a sizable customer base are now selling their businesses for seven figures to Private Equity firms—it’s quite a trend and quite a story—we review that Wall Street Journal report in the Market Int…
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In today's enlightening discussion, Shannon dives into the crucial topic of cash management and why securing financing before you actually need it can be a game-changer for your business. Drawing from her extensive experience as a CPA and insights from the financial industry, Shannon explains the benefits of establishing a credit history, even for …
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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…
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Daily IQ Retirement Brief 10/14/24
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In this episode, Shannon explores how living in Costa Rica for the past four years has profoundly impacted her mindset and approach to both business and life. From shifting away from a hustle-centric mentality to embracing patience and a sense of community, the lessons Shannon has learned have reshaped her perspective. She shares key takeaways from…
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Technology finds its way into every facet of life. Scientists have been perfecting the art and science of making composite materials of late, to take the place of steel and aluminum in airplanes and cars. We’ll tell you how these composites are made and who’s making them in the Market Intel segment, then Shelley Grandidge joins us to talk about Med…
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Daily IQ Retirement Brief 10/11/24
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In this installment, Shannon delves into the fascinating business acumen of global music sensation Taylor Swift. Shannon offers a unique perspective on Taylor Swift's career, exploring how her strategic moves can provide invaluable lessons for entrepreneurs. From playing the long game and handling criticism to evolving her brand and focusing on cor…
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Daily IQ Retirement Brief 10/10/24
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A quirk in politics is taking place in this election that hasn’t happened since 2004 , when George W Bush was re-elected. Suddenly there are more Americans who identify as Republicans than those who identify as Democrats, according to multiple non-partisan polls. What does it mean for the election?— We have a Wall Street Journal report for you in t…
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In this episode, Shannon delves into the often overwhelming world of tax strategy and its true impact on business finances. If you've ever questioned whether you need a tax strategist or simply want to avoid surprise tax bills, this episode is tailor-made for you. Shannon will debunk common myths, highlight the importance of proactive communication…
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Daily IQ Retirement Brief 10/9/24
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Some investors and home buyers are licking their chops thinking that mortgage rates will fall soon to pleasant levels, due to Fed rate cuts--but not so fast. The Fed cut short term rates, BUT, long term bond rates have RISEN, and mortgage rates stalled. Home affordability is still in the tank. An in-depth Wall Street Journal report, next, then Shel…
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Today's episode features storytelling expert Mike Ganino, who reveals the secrets to captivating your audience through vivid, relatable narratives. We'll explore the power of non-judgmental messaging, the difference between autobiography and memoir, and how creating impactful scenes can make your communication memorable. Discover why personal stori…
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Daily IQ Retirement Brief 10/8/24
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Ever hear of the term "HENRY" to describe a certain group of Americans? Many people in their 30s and 40s making six figures are actually struggling to make ends meet, according to the Wall Street Journal. A fascinating report on HENRY’S—"High Earners, Not Rich Yet"--and what it takes to feel rich today in the Market Intel segment, then we'll examin…
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In today's episode, we have a dynamic conversation with Mike Ganino, an exceptional speaker coach who specializes in helping people harness the power of storytelling and public speaking. Forget everything you thought you knew about public speaking—Mike challenges traditional advice and offers new insights into how you can truly connect with your au…
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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…
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continue reading