Podcasts about money guide

  • 70PODCASTS
  • 241EPISODES
  • 26mAVG DURATION
  • 1WEEKLY EPISODE
  • May 24, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about money guide

Latest podcast episodes about money guide

Money Guide with Mary Sterk
Savvy Ways to Use Your HSA

Money Guide with Mary Sterk

Play Episode Listen Later May 24, 2025 24:16


Ever wonder what the best way to use your #HSA is?  In this episode of #MoneyGuidewithMarySterk, we cover the must-know details surrounding when and how to best use your #healthsavingsaccount.#savingsaccount #healthinsurance #deductible #healthcare #expenses #incometax #taxcode #prescription #lasik #dentalcare #teethwhitening #braces #extraction #hearingimpaired #guidedog #serviceanimals #chiropractor #infertility #accupuncture #addictionrecovery #rehabilitation #mentalhealth #therapy #transportation #travel 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 Guide with Mary Sterk
6 Accounts Everyone Should Have

Money Guide with Mary Sterk

Play Episode Listen Later May 24, 2025 24:01


There are certain accounts that contribute to a person's #financial success.  In this episode of #MoneyGuidewithMarySterk, we discuss the 6 #accounts everyone should have.#FDIC #checkingaccount #checksandbalances #bills #personalfinance #budget #emergencyfund #savingsaccount #expenses #creditcards #credit #creditscore #creditlimit #identitytheft #retirement #retirementaccount #socialsecurity #ROTHIRA #brokerageaccount #HSA #medicalexpenses Feat Mary Sterk & Julie ChadwickSubscribe 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 Guide with Mary Sterk
MONEY IN A MINUTE Investing in Your 30s

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
10 Tips To Retire Early

Money Guide with Mary Sterk

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 Guide with Mary Sterk
Must-Know Tips If You Have a $500,000+ Portfolio

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk

#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

Money Guide with Mary Sterk
MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift

Money Guide with Mary Sterk

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

The Business Of Strength Podcast
Episode 191: Bridging the Gap between Collegiate and Private Sector Strength

The Business Of Strength Podcast

Play Episode Listen Later Apr 9, 2025 61:59


Welcome to the Business of Strength! Today's podcast I'm chatting with our friend Scott Leech the head S&C coach for University of Rhode Island Football.  Scott is showing that you can be more and do more if you think outside the box and get creative.  In this episode: Using your passion and platform to help Hiring and evaluating talent Scott's 4-Ps Why college coaches need other revenue streams How to create impact in your community Let's get it dialed in!  This is the Business of Strength Don't forget our Next LIVE event is the Weightroom Wealth Summit May 9th & 10th here in Orangeburg NY.  This will be your definitive Marketing & Money Guide. Go to: https://us.businessofstrength.com/weight-room-wealth to register! P.S. Please support and leave and 5-star iTunes review! 

Money Guide with Mary Sterk
Money Problems Then & Now

Money Guide with Mary Sterk

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

The Law of Attraction
Budgeting, Borrowing & Ballin! The Money Guide No One Taught You

The Law of Attraction

Play Episode Listen Later Mar 28, 2025 40:20


✅ Real Estate Investing – Leveraging credit to build generational wealth. ✅ Business Funding & Credit Mastery – Teaching entrepreneurs how to access capital and scale. ✅ Wealth Strategy & Financial Literacy – Helping individuals reclaim financial power. ✅ Speaking & High-Level Coaching – Commanding stages, training business leaders, and consulting corporate institutions. ✅ Will has helped over 4,000 businesses secure more than $300 million in funding within just 24 months. 

The Business Of Strength Podcast
Episode 186: The Air is Thin at the Top

The Business Of Strength Podcast

Play Episode Listen Later Mar 5, 2025 36:35


In this episode of the Business of Strength Podcast, host Joe Reggio recaps his trip to Sorinex's Winterstrong program, one of his favorite events of the year for hunters. Along with discussing his experience over the weekend and the time spent with friends Zach Even-Esh and Joe's hunting buddy Jonny, Joe also discusses the importance of putting yourself out there to meet new people and stretch your comfort zone.  Joe also goes over many other topics, including:  * The importance of community * Thin Air Deep Water * Your network is your net worth * How your next connection cold change everything * Why going to things in-person beats virtual ANYTHING * The power of peopleDon't forget our Next BOS LIVE event is the Weightroom Wealth Summit May 9th & 10th here in Orangeburg NY.  This will be your definitive Marketing & Money Guide. Go to: https://businessofstrength.com/ to register!This is the Business of Strength!

Money Guide with Mary Sterk
MONEY IN A MINUTE What is a Certified Financial Planner?

Money Guide with Mary Sterk

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 Guide with Mary Sterk
MONEY IN A MINUTE Celebrity Money Mistakes: FloJo

Money Guide with Mary Sterk

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

#getUnstuck with Heather Newman
Episode 240: Is It Too Late to Build Wealth at 55? Nope. Here's How. Rich & Skinny is a sport. It's a skill.

#getUnstuck with Heather Newman

Play Episode Listen Later Feb 11, 2025 19:14


Episode 240: Is It Too Late to Build Wealth at 55? Nope. Here's How. Rich & Skinny is a sport. It's a skill. Most people think getting rich is about working harder… but that's the slowest way to wealth. The real game? Making your money work FOR you. In this episode, I'm breaking down: ✅ Why TIME—not money—is your biggest asset (and how to use it) ✅ The Avalanche Method to get out of debt FAST ✅ How to start building wealth NOW—even if you're starting at zero You're not too late. You just need a plan. Let's get to work.

Money Guide with Mary Sterk
3 Personal Finance Success Metrics

Money Guide with Mary Sterk

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 Guide with Mary Sterk
MONEY IN A MINUTE 12-Month Financial Strategy

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Impact Investing Basics

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
New Year New Goals

Money Guide with Mary Sterk

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 Guide with Mary Sterk
MONEY IN A MINUTE New Year Financial Resolutions

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
New Year ~ New Financial Resolutions 2025

Money Guide with Mary Sterk

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 Guide with Mary Sterk
MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids

Money Guide with Mary Sterk

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 Guide with Mary Sterk
MONEY IN A MINUTE Holiday Spending Tips

Money Guide with Mary Sterk

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 Guide with Mary Sterk
MONEY IN A MINUTE Investing in an Election Year

Money Guide with Mary Sterk

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 Guide with Mary Sterk
MONEY IN A MINUTE Election Year Investing Tips

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
When Do You Need A Financial Planner?

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Financial Lessons From American Pickers

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Most Embarrassing Money Topics

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Retirement Rules Of Thumb

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Brain Disease & Money

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
The Surprising Truth About Long-Term Care Insurance

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Why Do Lottery Winners Go Broke?

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Surprising Retirement Expenses You Might Not Know About

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Divorce And Your Money

Money Guide with Mary Sterk

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 Guide with Mary Sterk
MONEY IN A MINUTE The Fragile Decade

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
The Family Estate Organizer

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
5 Secrets Of Wealthy Women

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Easy Tips To Start Saving Today

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
3 Portfolio Pitfalls To Avoid

Money Guide with Mary Sterk

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 Guide with Mary Sterk
The Bulls & The Bears

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
MONEY IN A MINUTE: Investing in Your 20s

Money Guide with Mary Sterk

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 Guide with Mary Sterk
How The Fiduciary Rule Impacts YOU

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Estate Planning With Digital Assets

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
10 Common Fears Of People With Money

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Diversification Only Works If You Are Diversified

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
All About Your IRA

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Maximizing Your Social Security

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
How to Pick a Stock

Money Guide with Mary Sterk

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

Money Guide with Mary Sterk
Estate Planning with Digital Assets

Money Guide with Mary Sterk

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

Mark Kumar
Money Guide What You Need to Know

Mark Kumar

Play Episode Listen Later May 27, 2024 16:44


In this episode, I'll help you understand the basics of money and how it can change your life. Whether you're just starting out or want to improve your money skills, this video is for you. Learn how money impacts your future!My Website: https://markkumar.com My Sark Link : https://sarklink.com/markkumar Best Platform To Sell Your Digital Products: https://sarklink.com/ Sark Website - http://sarkwebsite.com/