Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, ...
…
continue reading
1
Most Embarrassing Money Topics
23:31
23:31
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
23:31
Understanding all aspects of your #financial life is crucial to becoming confident about #money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode of #MoneyGuidewithMarySterk, we shed light on the top 10 most embarrassing money topics - and how to start communicating about them.#taboo #spending #keepingup…
…
continue reading
1
Retirement Rules Of Thumb
22:46
22:46
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
22:46
There are lots of Rules Of Thumb - but which ones make sense for you? In this episode of #MoneyGuidewithMarySterk, we share some #Retirement Rules of Thumb worth paying attention to! #retirementplanning #savings #risk #socialsecurity #probability #inflation #ruleof72 #interestrates #lifeinsurance #salary #benefits Feat Mary Sterk & Julie Chadwick S…
…
continue reading
1
Financial Lessons From American Pickers
24:05
24:05
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:05
What is that old stuff worth? In this episode of #MoneyGuidewithMarySterk, we share some fun #financial lessons learned from the popular TV show #AmericanPickers.#roadtrip #retirement #collections #memories #collectors #antiques #emotions #supplementalincome #antiquing #selling #inventory #buying #profit #networking #toys #keepsakes #valuables #thr…
…
continue reading
1
When Do You Need A Financial Planner?
24:30
24:30
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:30
If you could achieve all of your financial dreams just by snapping your fingers and saving a few dollars, life would be very simple! But since things are a bit more complex, you may need a #financialplanner to help guide you along the way. In this episode of #MoneyGuidewithMarySterk, we share the most common times people need the services of a plan…
…
continue reading
1
Brain Disease & Money
26:10
26:10
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
26:10
When you love someone that has a #brain disease, you may find yourself in a #caregiver role both for #health and #finance. In this episode of #MoneyGuidewithMarySterk, we share ways to spot the need to offer assistance and what you can do to help with the #finances.#braindisease #braindisorders #memoryloss #cashflow #bills #budget #income #expenses…
…
continue reading
1
Surprising Retirement Expenses You Might Not Know About
25:08
25:08
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
25:08
So you think you have your retirement #budget all planned out...Think again! In this episode of #MoneyGuidewithMarySterk, we share some surprising #retirement #expenses that you might not know about.#socialsecurity #medicare #IRA #RMD #charity #401k #taxes #healthcare #longtermcare Feat. Mary Sterk & Julie ChadwickSubscribe to the “Money Guide with…
…
continue reading
1
Why Do Lottery Winners Go Broke?
24:00
24:00
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:00
You have heard the story a dozen times - former #lottery winner now is dead broke. Why does this happen? There are some reasons that seem to repeat themselves, and some strategies that you can use to avoid having this happen. If you have inherited money, won the lottery, or simply have some type of windfall money, this episode is for you! Listen in…
…
continue reading
1
The Surprising Truth About Long-Term Care Insurance
24:40
24:40
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:40
Long-Term Care #Insurance can be both confusing and costly. In this episode of #MoneyGuidewithMarySterk, we will eliminate the complexity. Listen as we explain in simple terms how typical policies work, and how to compare pros and cons of different types of #coverage.#longtermcare #assets #hybrid #budget #moneymanagement #bills #beneficiary #benefi…
…
continue reading
1
Divorce And Your Money
25:16
25:16
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
25:16
Divorce is difficult - emotionally and financially. In this episode of #MoneyGuidewithMarySterk, we will educate you about important factors to consider as you move through your #divorce towards a brighter future.#attorney #CPA #assets #credit #creditreport #cashflow #budget #alimony #taxes #IRA #rothira #qdro #401k Feat Mary Sterk & Kelsey BankeyS…
…
continue reading
In the first 10 years of retirement, retirees are most vulnerable to #market risks, due to their high need for income and a loss of regular income from their careers. #Inflation, unexpected expenses and #healthcare costs can also contribute to these #risks. Another is the #SequenceofReturns Risk.#moneyinaminute #forbes #financialplanner #investing …
…
continue reading
1
The Family Estate Organizer
25:13
25:13
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
25:13
Staying #organized and on top of your #financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all …
…
continue reading
1
5 Secrets Of Wealthy Women
23:20
23:20
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
23:20
Women are controlling more of the #wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode of #MoneyGuidewithMarySterk, we share 5 Secrets of #Wealthy #Women.#finances #moneymanagement #retirement #investing #insurance #lifeinsurance #longtermcareinsurance #carinsurance #healthinsurance #womenandmoney #w…
…
continue reading
1
Easy Tips To Start Saving Today
25:37
25:37
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
25:37
Sometimes getting started is the hardest part. If you are wanting to establish yourself financially - or if you are looking to help #kids or #grandchildren get a solid footing, tune in to this episode of #MoneyGuidewithMarySterk to hear us share easy tips to start #saving today.#investments #retirement #savings #compoundinterest #paycheck #401k #em…
…
continue reading
1
The Bulls & The Bears
24:38
24:38
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:38
#BullMarkets are followed by #bearmarkets are followed by bull markets are followed by bear markets are followed by…. But what does that really mean to you? In this episode of #MoneyGuidewithMarySterk, we discuss the history of the bull and bear markets and how it impacts you.#stockmarket #volatility #emotions #greatdepression #portfolio #greatrece…
…
continue reading
1
3 Portfolio Pitfalls To Avoid
24:15
24:15
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:15
Managing your #portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics, it's important to learn about #investing at a higher level. In this episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently m…
…
continue reading
It's never too early to start investing but where do you begin? #budget #debt #emergencyfund #expenses #goals #savings #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #…
…
continue reading
Even #celebrities can spend themselves right into #bankruptcy because they are not living within their means. It sounds simple, yet millions of Americans have a problem with this. #MCHammer #rapper #fortune #fame #hammerpants #plagiarize#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvis…
…
continue reading
It's never too early to start investing but where do you begin? #budget #debt #emergencyfund #expenses #goals #savings #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #…
…
continue reading
1
Diversification Only Works If You Are Diversified
23:22
23:22
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
23:22
Many #investors think they understand the concept of #diversification - but most portfolios fall victim to #skew, which can damage results in both an up or down #market. In this episode of #MoneyGuidewithMarySterk, we discuss how to #allocate and maintain a #diversified #portfolio. Feat Mary Sterk & Kelsey Bankey#assetclass #assetallocation #risk #…
…
continue reading
1
Estate Planning With Digital Assets
24:06
24:06
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:06
#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan.#will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login …
…
continue reading
1
10 Common Fears Of People With Money
24:25
24:25
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:25
People of all #wealth levels have unique struggles, worries and challenges when it comes to #money. In this episode of #MoneyGuidewithMarySterk, we discuss 10 of the top worries that people with larger amounts of money often have.#investing #loans #relationship #dating #lawsuit #health #medical #celebrities #fiduciary #identitytheft #bankstatement …
…
continue reading
1
How The Fiduciary Rule Impacts YOU
22:33
22:33
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
22:33
What is a fiduciary? In this episode of #MoneyGuidewithMarySterk, we share what the fiduciary standard means for you and your #retirement accounts.#assets #rollover #IRA #advisor #CFP #risktolerance #insurance #investment #statefarm Feat Mary Sterk & Kelsey BankeyMary Sterk
…
continue reading
There are many types of IRAs - and people frequently don’t understand the differences or some of the rules. In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way.#taxes #rothira #taxbreak #investment #401k #roth401k Feat Mary Sterk & Kelsey Bankey…
…
continue reading
1
Maximizing Your Social Security
23:21
23:21
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
23:21
Many people are confused about the best way and the best time to begin taking their #socialsecurity check. In this episode of #MoneyGuidewithMarySterk, we discuss ways to maximize your own personal social security.#retirement #lifeexpectancy #benefits #retirementplanning #retirementgoals #widow #divorce Feat Mary Sterk & Kelsey Bankey…
…
continue reading
Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stockFeat Mary Sterk & Kelsey Bankey#agriculture #tech #financial #johndeere #investing #fundamen…
…
continue reading
Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stock Feat Mary Sterk & Kelsey Bankey #agriculture #tech #financial #johndeere #investing #fundam…
…
continue reading
1
Estate Planning with Digital Assets
24:06
24:06
Прослушать позже
Прослушать позже
Списки
Нравится
Нравится
24:06
#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan. #will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login…
…
continue reading