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Latest episodes from Money Guide with Mary Sterk

MONEY IN A MINUTE Investing in Your 30s

Play Episode Listen Later May 9, 2025 1:00


By the time you're in your 30s, many of us have started our careers, and perhaps even started families. This is also the time to think ahead and plan for the future. Here are some steps to make the most of your #investments. #financialplan #debt #emergencyfund #retirement #credit #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesFeat Karen Van De SteegSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Moms & Money

Play Episode Listen Later May 5, 2025 25:38


#MothersDay gives us a chance to celebrate our #moms and consider the fine #financiallessons they have taught us.  In this episode of #MoneyGuidewithMarySterk, we share some of the great lessons we learned from our #Mothers, and some of the things we felt were most valuable to pass down to our own children.#repurposing #garagesales #macdonalds #bargain #iowastatefair #beneficiaries #retirement Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Must-Know Tips If You Have a $500,000+ Portfolio

Play Episode Listen Later May 5, 2025 24:26


Have a $500,000 + portfolio?  In this episode of #MoneyGuidewithMarySterk, we share some must-know tips that you won't want to miss!#portfolio #taxes #RothIRA #taxlossharvesting #ETF #capitalgains #investments #liquidity #accreditedinvestors #sequenceofreturns #risk Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

10 Tips To Retire Early

Play Episode Listen Later May 5, 2025 24:05


Many people would love to #retire early, but aren't quite sure how to set things up to do so.  In this episode of #MoneyGuidewithMarySterk, we share 10 tips to retire early#vacation #savings #assets #income #paycheck #wealth #401k #IRA #IRS #investments #socialsecurity #equity #discipline Feat Mary Sterk & Julie ChadwickSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift

Play Episode Listen Later May 1, 2025 0:59


#TaylorSwift is known for being quite savvy with her money - here are some lessons we can learn from her experiences. #recordlabel #recordings #albums #contracts #brandpartnerships #endorsements #collaborations #albumsales #tours #merchandise #investments#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesFeat Jordan IrelandSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Money Problems Then & Now

Play Episode Listen Later Mar 29, 2025 25:21


The #money issues your grandparents faced have changed. In this episode of #MoneyGuidewithMarySterk, we share #moneyproblems from the past, and modern day solutions you can apply today.#pension #socialsecurity #income #costofliving #wages #expenses #housing #mortgage #retirement #carpayments #budget #budgeting #identitytheft #healthcare #healthsavingsaccount #debt #creditcards #creditcarddebt Feat Mary Sterk & Julie ChadwickSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE What is a Certified Financial Planner?

Play Episode Listen Later Feb 28, 2025 1:30


In this episode of #MoneyinaMinute, Mary Sterk tells her story of “Welfare to Wealth Management” and answers the question you may be wondering: What is a CFP®?#welfare #foodstamps #lowincomehousing #CFP #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesFeat Mary SterkSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Celebrity Money Mistakes: FloJo

Play Episode Listen Later Feb 22, 2025 0:53


One of the greatest lessons that we can take from #celebrity money mistakes is this: Don't keep your will in a secret location. #FloJo #Olympics #Beneficiaries#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesFeat Julie ChadwickSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

3 Personal Finance Success Metrics

Play Episode Listen Later Feb 4, 2025 24:22


Ever wonder what creates personal financial success? In this episode of #MoneyGuidewithMarySterk, we share 3 critical #metrics that financially successful people pay attention to.#cashflow #income #overspending #savings #christmas #holidayspending #holidayshopping #taxrefund #starbucks #incomegap #retirement #paycheck #debt #assets #networth Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE 12-Month Financial Strategy

Play Episode Listen Later Jan 28, 2025 1:14


Let's kick your year off with a simple financial approach designed to last the year!#accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesFeat Mary SterkSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Impact Investing Basics

Play Episode Listen Later Jan 26, 2025 24:39


We all want to live in a better world. Is #impactinvesting the way to go? In this episode of #MoneyGuidewithMarySterk, we share tips and strategies so you know if impact #investing is right for you.#sociallyresponsible #quakers #methodist #esginvesting #environmental #investments #portfolio #morals #ethical #globaleconomy #energyconsumption #economy #sustainability #sdggoals #poverty #zerohunger #cleanwater #sanitation #genderequality Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

New Year New Goals

Play Episode Listen Later Jan 20, 2025 22:11


The #NewYear is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial #resolutions.  In this episode of #MoneyGuidewithMarySterk," we share 7 smart #newyearsresolutions to get your 2025 off to a great start! #organization #Savings #Debt #Retirement #CreditScore #IdentityTheft #PowerofAttorney #newyearnewyou #income #debtsnowball #daveramsey #spreadsheet #coach #accountability #financialbook #dietcoke #budget #portfolio #skew #procrastination #estateplanning #assets #legaldocuments Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE New Year Financial Resolutions

Play Episode Listen Later Jan 15, 2025 0:48


The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year.  If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider.Feat Karen Van De Steeg#creditscore #newyearsresolutions#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe! youtube.com/@sterkfinancialservicesSchedule an appointment with one of our advisors today! sterkfinancialservices.comSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

New Year ~ New Financial Resolutions 2025

Play Episode Listen Later Jan 13, 2025 23:41


It's time to jump-start 2025!  In this episode of #MoneyGuidewithMarySterk,  we share smart #resolutions for you to think about the year ahead and improve yourself from a financial standpoint.  #newyear2025 #newyearsresolution #CreditScore #EmergencyFund #Savings #Beneficiaries #PerStirpes #Will #TestamentaryTrust #PowerofAttorneyFeat Mary Sterk & Julie ChadwickSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids

Play Episode Listen Later Dec 19, 2024 0:57


We're here to give you some #Holiday #spending tips.  And who do we tend to overspend on? Our kids and grandkids!Feat Mary Sterk#holidayshopping  #budget #shopping #impulsebuying #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe! youtube.com/@sterkfinancialservicesSchedule an appointment with one of our advisors today! sterkfinancialservices.comSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Holiday Spending Tips

Play Episode Listen Later Dec 10, 2024 1:00


If you go #holiday #shopping without a plan, you're going to risk #spending too much. Having a plan is a key piece of relieving holiday #stress.  Feat Karen Van De Steeg#holidayshopping #holidays #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe! youtube.com/@sterkfinancialservicesSchedule an appointment with one of our advisors today! sterkfinancialservices.comSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Investing in an Election Year

Play Episode Listen Later Nov 18, 2024 0:47


According to #USNews, the S&P 500 has not declined during a #presidential re-election year since 1952 and has averaged a 12.2% annual gain in re-election years. These studies also show there is negligible difference in the #market between which party wins.Feat Kelsey Bankey#ElectionYear #InvestingTips #politics #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe! youtube.com/@sterkfinancialservicesSchedule an appointment with one of our advisors today! sterkfinancialservices.comSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Election Year Investing Tips

Play Episode Listen Later Nov 18, 2024 0:52


#Investors often make their worst mistakes during uncertain times. Here are five key principles for investing in an election year. Feat Jordan Ireland#ElectionYear #InvestingTips #politics #economy #market #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe! youtube.com/@sterkfinancialservicesSchedule an appointment with one of our advisors today! sterkfinancialservices.comSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Most Embarrassing Money Topics

Play Episode Listen Later Oct 13, 2024 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 #keepingupwiththejoneses #debt #redflag #creditcards #401k #spendinghabits #cashflow #debtsnowball #loan #death #personalfinance #politics #creditscore #studentloans #highereducation #savings #emergencyfund #retirement Feat. Mary Sterk & Julie ChadwickSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Financial Lessons From American Pickers

Play Episode Listen Later Oct 13, 2024 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 #thriftstore Feat. Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Retirement Rules Of Thumb

Play Episode Listen Later Oct 13, 2024 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 ChadwickSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

When Do You Need A Financial Planner?

Play Episode Listen Later Oct 13, 2024 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 planner and how that can benefit you.#401k #investments #severance #married #wedding #socialsecurity #divorce #assets #retirement #sequenceofreturns #visionboard #goals #legacy #will #powerofattorney #medical #charitableFeat. Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Brain Disease & Money

Play Episode Listen Later Sep 18, 2024 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 #socialsecurity #doctors #prescriptions #benfits #pension #mood #mooddisorder #suspicion #assets #estateplanning #aging Feat. Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Surprising Retirement Expenses You Might Not Know About

Play Episode Listen Later Sep 14, 2024 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 Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Why Do Lottery Winners Go Broke?

Play Episode Listen Later Sep 14, 2024 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 to this episode of #MoneyGuidewithMarySterk as we share common reasons why this occurs and how to prevent the loss of your #windfall #money!#taxes #attorney #CPA #gifts #family #propertytaxes #inheritance #charity #ruleofthirds #retirement #debt Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

The Surprising Truth About Long-Term Care Insurance

Play Episode Listen Later Sep 14, 2024 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 #benefits #indemnity #nursinghome #grandparents #moneyinaminute #forbes #financialplanner #investing #wealthmanagement #estateplanning #financialadvisor #retirementplanning #sterkfinancialservicesFeat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Divorce And Your Money

Play Episode Listen Later Sep 3, 2024 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 BankeySubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE The Fragile Decade

Play Episode Listen Later Aug 31, 2024 1:07


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 #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesFeat. Kelsey BankeySubscribe! youtube.com/@sterkfinancialservicesSchedule an appointment with one of our advisors today! sterkfinancialservices.comSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

The Family Estate Organizer

Play Episode Listen Later Aug 18, 2024 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 of your important #documents are. In this episode of  #MoneyGuidewithMarySterk, we discuss how The Family Estate Organizer can help you, your family, and your #estateplanning.#bankaccount #safetydeposit #RothIRA #beneficiary #assets #investments #income #taxes #mutualfunds #stocks #pension #socialsecurity #insurance #powerofattorney #lifeinsurance #funeral #obituary #legaldocuments #property #realestate #debt #incometax #passwordsFeat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

5 Secrets Of Wealthy Women

Play Episode Listen Later Aug 18, 2024 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 #womenandwealth #financialadvisor #CPA #attorney #values #givingback #children #mothers #family #spending #christmascarol #scrooge #tinytim Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Easy Tips To Start Saving Today

Play Episode Listen Later Aug 12, 2024 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 #emergencyfund #technology #budget #mint #debt #entertainment #expenses #apps #financeapp Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

The Bulls & The Bears

Play Episode Listen Later Aug 3, 2024 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 #greatrecession #recession #investmentmistakes #media #panic #stocks #bonds #skew #retirement Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

3 Portfolio Pitfalls To Avoid

Play Episode Listen Later Aug 3, 2024 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 make.#investment #buyandhold #buylowsellhigh #mutualfunds #peergroup #bonds #assetclass #volatility #retirement #interestrates Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE: Investing in Your 20s

Play Episode Listen Later Jul 18, 2024 1:04


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 #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer

Play Episode Listen Later Jul 18, 2024 0:53


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 #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Diversification Only Works If You Are Diversified

Play Episode Listen Later Jul 5, 2024 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 #risktolerance #stocks #bonds #cash #401k #saving #retirement #investment Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Estate Planning With Digital Assets

Play Episode Listen Later Jul 5, 2024 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 #password #computer Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

10 Common Fears Of People With Money

Play Episode Listen Later Jul 5, 2024 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 #encryption #children Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

How The Fiduciary Rule Impacts YOU

Play Episode Listen Later Jul 5, 2024 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 BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

All About Your IRA

Play Episode Listen Later Jul 5, 2024 25:17


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 BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Maximizing Your Social Security

Play Episode Listen Later Jul 5, 2024 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 BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

How to Pick a Stock

Play Episode Listen Later Jul 5, 2024 24:26


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 #fundamentalanalysis #pricetoearning #metrics #stockmarket #cashflow #profitability #portfolio #technicalanalysis #trend #risk #daytrading #standarddeviation #volatility #beta #dividend Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Estate Planning with Digital Assets

Play Episode Listen Later Jul 5, 2024 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 #password #computerSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Oprah Money Quote

Play Episode Listen Later Jun 19, 2024 0:55


We all recognize #Oprah is an icon. She's truly a #ragstoriches story and has undoubtedly learned a lot of lessons about #money in her life. #oprahwinfrey#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

How Do Rising Interest Rates Impact Me?

Play Episode Listen Later May 15, 2024 21:50


The Fed has bumped up the #interestrates twice in the last 6 months, and says they intend to keep doing so over the next few years.  In this episode of #MoneyGuidewithMarySterk, we share how rising interest rates actually affects YOU.Feat Mary Sterk & Kelsey Bankey#federalreserve #inflation #bank #loan #fixedincome #socialsecurity #wealth #strategy #refinance #mortgage #savings #bonds Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake

Play Episode Listen Later May 3, 2024 0:54


Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses. #JustinTimberlake #MySpace #Facebook #Bono #U2 #PalmPilot #smartphone#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE: When Should You Retire?

Play Episode Listen Later May 3, 2024 0:54


#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health. Some people prefer to retire early to enjoy leisure years, while others continue working for as long as they can.#retirementplan#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Time-Tested Strategies for Today's Investor

Play Episode Listen Later Apr 5, 2024 23:31


#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events.  In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include:#investing #blackmonday #tech #assetclasses #portfolio #equity #cash #assetallocation #stockmarket #sku #diversity Feat Mary Sterk & Kelsey BankeySubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson

Play Episode Listen Later Apr 5, 2024 0:56


What #celebrity money mistake did we learn from #MikeTyson?  Ears are not for biting and #money doesn't last forever.  Tyson was the world #heavyweight champion, worth over $300 million at the height of his career in boxing. However, his career came to a sudden halt in 1997 with the legendary ear-biting incident with #EvanderHolyfield. And his ridiculous spending habits continued beyond his lucrative career resulting in bankruptcy.#boxing#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

MONEY IN A MINUTE What is a Fiduciary?

Play Episode Listen Later Mar 12, 2024 0:56


When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an experienced team working tirelessly as fiduciaries for their best interest. #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservicesSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

Get Your Retirement Ducks In A Row

Play Episode Listen Later Mar 5, 2024 22:52


Are your retirement ducks in a row?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss the main issues that face retirees and how to approach them so you can retire with confidence. Topics include:EmotionsHealth InsuranceMedicareNursing HomeAssetsIncomeLiquidityTaxesInvestmentsSkewStocks401(k)RiskLegal DocumentsWillPower of AttorneyPortfolioAsset AllocationSubscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!Follow us on FacebookFollow us on LinkedinSubscribe on YoutubeFollow us on Twitter

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