Money Guide with Sterk Financial

The sad truth is that there are some unique retirement planning challenges that women face.  In this episode, we shed light on the issues and solutions to help you make the most of your retirement. Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Talking to your aging parents about their finances can be a rough conversation - full of hidden pitfalls and awkward pauses.  But it doesn't have to be.  In this episode, we share valuable tips on how to make talking to your aging parents about their finances a productive and valuable conversation. Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/...

When you have a person in your life with special needs, there are some unique financial planning methods available to you.  In this episode, we dive into effective planning tools for the people that you love. Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

What do you want for your wealth?  In this episode, we discuss ways to plan, protect and grow your money. Feat Mary Sterk & Julie Chadwick Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Don't want to lose your life savings to the nursing home?  In this episode, we share ways to effectively plan for long-term care without sacrificing all of your hard-earned assets! Feat Mary Sterk & Julie Chadwick Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

What happens when your pension goes away?  Scary topic, isn't it? In this episode, we talk about what's actually happening when the pension terminates, what you should expect as an employee, what actions you should be taking and what common mistakes you should avoid. Feat Mary Sterk & Jordan Ireland Schedule an appointment with one of our advisors today! https://www.sterkfinancialser...

We keep our "stuff" in so many places - in files, in a safe, online, or at the bank safety deposit box.  How can you keep them all straight?  In this episode, we share ways to keep yourself organized with a Personal Document Locator. Feat Mary Sterk & Julie Chadwick Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #Wea...

Ever wished you had answers to your financial questions?  In this episode, we share some of the most commonly asked questions …and the answers you have been dying to know! Feat Mary Sterk & Kelsey Bankey Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

How do you take the steps to recover from a #scam or #fraud? In this episode, we're talking about the logistical steps to take to try to recover some money, along with the emotional steps you can take, as #romancescams are now the ones that are driving the most amount of dollars taken fraudulently. Feat Mary Sterk & Jordan Ireland Subscribe to the #MoneyGuidewithMarySterk on apple podcast...

There are only two sure things in life: Death and Taxes. In this episode, we talk about taxes at death, as there's lots to plan and lots to know on these topics, including estate taxes and inheritance taxes. Feat Kelsey Bankey & Julie Chadwick Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm  #forbes #financialplanner #wealthmanagement #sterkfinanc...

"All progress starts by telling the truth." - Dan Sullivan. In this episode of "#MoneyGuidewithMarySterk, we discuss assessing where you are right now and what you can do to improve your situation. Feat Mary Sterk & Kelsey Bankey #dansullivan #financegoals #emergencyfund #fiscalresponsibility #retirement #risktolerance #conservative #lottery #ruleofthirds #savings #401k #getaway...

Have you ever worried about your money not lasting during #retirement?  In this episode of "Money Guide with Mary Sterk," we share strategies to make your money last and retire smart! Feat Mary Sterk & Julie Chadwick Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm  #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule a...

How should you invest a large amount of money?  In this episode of Money Guide with Mary Sterk, we share investing strategies for serious money. Feat Mary Sterk & Kelsey Bankey Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm  #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! http...

QOZs were originally signed into law in 2017 as a part of the Tax Cut & Jobs Act and the #onebigbeautifulbill made some changes that we're walking through with you today. Feat Julie Chadwick & Kelsey Bankey Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm  #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointme...

We're updating you today on some of the changes that have been coming down the pipeline from the #onebigbeautifulbill including taxes, K-12 qualified education expenses and more! Feat Jordan Ireland & Julie Chadwick Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm  #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appo...

As a part of our podcast series on the #onebigbeautifulbill, this episode focuses on the changes to Charitable Giving  #obbba #charitablegiving #charity  Feat Julie Chadwick & Kelsey Bankey Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm  #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisor...

In this episode of our Big Beautiful Bill podcasts, we discuss how the new estate laws inside the #onebigbeautifulbill apply to our listeners.  Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm  #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/...

There are a lot of things that changed with the #onebigbeautifulbill act, and there's a lot of complexity to it. In this episode of #MoneyGuidewithMarySterk, we're going to bring some clarity to to it, take it piece by piece, and talk about the senior deduction. Feat Kelsey Bankey & Jordan Ireland Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ej...

This Big Beautiful Bill is a big, big bill. In this episode (part 1 of 7), we talk about how some of the changes inside the #bigbeautifulbill specifically are going to impact business owners and farmers, and we give a few strategies that you can talk to your CPA or attorney about to see if they might be helpful for you. Feat Mary Sterk & Julie Chadwick Subscribe to #MoneyGuidewithMarySterk on...

There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time.  In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very valuable knowledge!  Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/...

Have you ever wondered what the rich people know about money that you don't?  In this episode, we shine some light on tips to build and maintain #wealth. Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm  #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancial...

What is Lifestlye Financial Planning?  In this episode, we share the meaning of this type of planning and how it can benefit you. Feat Mary Sterk & Julie Chadwick #moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm  Schedule an...

Planning for #retirement can be complex.  In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement. Feat Mary Sterk & Julie Chadwick #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our ad...

Part of good #estateplanning is figuring out what to do with your "stuff".  In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one. #mariecondo #recycle #donate #livingwill #healthcare #powerofattorney #trust #wealth #beneficiary #liquidation #appraiser #family  Feat Mary Sterk & Julie Chadwick...

#OprahWinfrey is a modern day icon and one of the richest women alive.  In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives. Feat Mary Sterk & Kelsey Bankey #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule...