Chat with us, powered by LiveChat

Mastering Your Wealth®

The Mastering Your Wealth® radio show empowers retirees to make smarter financial and investment decisions along the road of life.

The Mastering Your Wealth® radio show was created by Jon Ulin, CFP®, Managing Principal of Ulin & Co. to help empower boomers and retirees to make smarter financial and investment decisions along the road of life. Managing your money can be more stressful and challenging in today’s post-recession economy and turbulent stock market than in decades past. With our show’s focus on financial wellness and independence for boomers and retirees, we strive to cut-through news, rules, products, maxims, myths and data while helping listeners simplify complex financial jargon.

Known as the “investors advocate,” Jon Ulin, CFP® and Managing Principal of Ulin & Co. is passionate to provide the “straight talk” on a multitude of personal finance, investing, tax, insurance, health care and estate planning topics to addressing retirement income planning strategies. Jon is sought-after speaker for both corporate and community events and is often quoted by national news and media outlets. His comments have appeared in US News and World Report, Time, Market Watch, The Street CNBC, Fortune, Bloomberg and the Wall Street Journal.

Note: Our show is on break – will return soon as a video/ podcast interview format.

Radio Archives

  • Trump dump, Sell in May, Dalbar Study. Guest: Aaron Gillman, CFA, CIO…

    November 19, 2018

  • Tech wreck, bubbles. Fed. Guest: Burt White, CIO LPL Financial…

    November 19, 2018

  • Investing for the long run: Guest: Dick Marston, Finance Professor…

    November 19, 2018

  • Behavioral finance, investing and interest rates. Steven Widder…

    November 19, 2018

  • Investing. Guest: Attorney Chris Gagic on Estate planning…

    November 19, 2018

  • Know your strategy. Guest: Tim Sanders, NY Times Best Selling Author…

    November 19, 2018

  • Ulin on geopolitical risks of war, Policy risks in Washington, more.…

    November 19, 2018

  • Financial tips after a hurricane. Ryan Detrick, CMT, VP, LPL Financial on market outlook…

    November 19, 2018

  • Hiring an advisor. Guest: Dr. David Kelly on market outlook.…

    November 19, 2018

  • Jamie Patrick Hopkins on retirement income planning.…

    November 19, 2018

  • Tax Policies. Guest: Dr. Micheal Finke PhD, CFP® on investing in today’s economy.…

    November 19, 2018

  • IBM 50th Anniversary in Boca, Black Monday compared to today’s market…

    November 19, 2018

  • Investing. Real estate basics, market outlook and what to look for…

    November 19, 2018

  • Top 5 reasons to work with a fee-based advisor. Industry basics on hiring…

    November 19, 2018

  • Decoding the Tax Policies. Guest: Kevin O ‘Leary on the markets…

    November 19, 2018

  • New Year’s financial resolutions, market update, basics of financial…

    November 19, 2018

  • Why work with us, investor mistakes, diversify with bonds…

    November 19, 2018

  • Designing retirement income for life, risks of DIY investing…

    November 19, 2018

  • Topic: Crashes, quants & algorithms, Robo-advisors & target dates…

    November 19, 2018

  • Topic: 5 F’s of life, Fidelity Quiz, Market History…

    November 19, 2018

  • Financial planning basics, retirement income, rate hikes, bonds…

    November 19, 2018

  • Market Maxims, Sell in May, household income, retirement roadmap…

    November 19, 2018

  • About our show, industry & life. Occam’s Razor. Important steps…

    November 19, 2018

  • Forecasts and shark attacks, diet to money psychology.…

    November 19, 2018

  • Top underestimated retirement expenses, digital planning.…

    November 19, 2018

  • Markets, trade wars, homeostasis. Retirement red-zone, taking the leap…

    November 19, 2018

  • How to diversify with bonds. Estate planning basics.…

    September 10, 2018

  • 4 P’s to Financial Planning, retirement surveys, etc.…

    August 29, 2018

  • Benchmark your portfolio. Top retirement road map numbers.…

    August 29, 2018

  • Employer benefits and retirement. Design retirement income…

    August 29, 2018

  • Hiring the right financial advisor or Vet. Behavioral finance…

    August 29, 2018

  • Retirement Basics. Guest: Barbara Shore, Attorney on estate planning…

    August 17, 2017

Experience the difference working with an accredited
advisor and experienced team can make

CONTACT US