Mastering Money

Daily IQ Retirement Brief 12/26/24

So, how much money can you give away to loved ones WITHOUT triggering a GIFT INCOME TAX? What’s the limit? The answer shocks most people—in fact, you can give away a million or more, with zero income tax on the gift. It's part of IRS code, but often misunderstood. We'll present a complete rundown of gift tax myths--and solid answers in the Market Intel Segment, then we'll learn how the IRS is clamping down on tax sheltered trusts--with penalties, fines, and jail time. Don't miss it--MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 12/25/24

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 and your money. After all, investment mistakes are easy to make, even when you take a logical approach to the market. And 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 even money managers were caught off guard by this election. Many thought it was logical that if Joe Biden looked like he was going to win the election, the market would decline. But the market went UP on election day, and we'll tell you why. A really interesting show for you today you CERTAINLY don't want to miss...MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 12/24/24

Well, he’s not even in office yet but Donald Trump wants to buy Greenland—not to build hotels but to beat China and Russia to the punch. Greenland has emerged as a major strategic geographic position for shipping and military considerations. We’ll cover a Bloomberg report on whether or not Trump can really pull it off. in the Market Intel Segment. Then a special guest joins us in Segment 3.MASTERING MONEY is on the air!!

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 are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don't miss today's show with Larry and his special guest. MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 12/23/24

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 Medicare and health insurance. MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 12/20/24

Daily IQ Retirement Brief 12/19/24

In the world of electric cars, charging anxiety is replacing range anxiety, especially in big cities where electric cars are the most practical. We've got a Wall Street journal story on startup companies solving the charging problem in several American cities in the Market Intel segment-- then we’ll discuss how government shutdowns affect the stock market. MASTERING MONEY is on the air!!!

Daily IQ Retirement Brief 12/18/24

Predicting the stock market is anything but an exact science. Author David Elias made a prediction of "Dow 40,000" back in 1999 and was ridiculed mercilessly on Wall Street.. It finally came true….25 years later. Elias now predicts a 60,000 Dow, but this time he is joined by many credible Wall Street analysts who are saying it won't take that long. That story in the Market Intel Segment, then Shelley Grandidge joins us to talk about health insurance and Medicare. MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 12/17/24

So, is the stock market too high? Will it go up or down in 2025? On today’s show we are telling it like it is, giving you the data and answers you need to get your money ready for what's coming--with insights from CNBC, BARRONS, and highly respected analysts. Learn what experts are saying about market direction in 2025 and 2026...MASTERING MONEY is on the air!!!

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 are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don't miss today's show with Larry and his special guest. MASTERING MONEY is on the air!!

Daily IQ Retirement Brief 12/16/24

Daily IQ Retirement Brief 12/13/24

As interest rates soared five times higher than they were right after the Pandemic over the past several years, Callable Cds became popular, offering higher rates on safe money but with one big catch. The bank can call back the CD almost any time. They are doing just that right now--in droves. We cover a Wall Street Journal report on that in the Market Intel segment and talk about where you can still find 5% for 5 years. Then Medicare Expert Shelley Grandidge joins us. MASTERING MONEY is on the air!!