Money Guide with Sterk Financial

If you want to retire like the rich do, you have to learn some of the basic money lessons the rich know and practice. In this episode Mary Sterk shares strategies designed to create the financial retirement success you desire! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin...

There is still time to capture some tax deductionsthis year. In this episode Mary Sterk shares some tips and strategies surrounding end of year tax planning. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

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 Mary Sterk shares valuable tips on how to make talking to your aging parents about their finances a productive and valuable conversation. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an app...

Many people wonder if taking a 401(k) loan is a smart move. In this episode Mary Sterk discusses pros and cons of 401(k loans to help you make a strong decision. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

Adjusting to life financially after a divorce can be a complex and very emotional journey. In this episode Mary Sterk guides you through some tips and strategies to make that post divorce financial journey just a little bit easier. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Lin...

Do you really need life insurance? In this episode Mary Sterk sheds light on the life insurance arena to help you decide if you really need some. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

At the end of the day it'snot how much you earn, it's how much you KEEP of what you earned. In this episode Mary Sterk shares ways to keep more with a concept called tax sensitive allocation. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Fol...

Don't want your family fighting after you are gone? In this episode Mary Sterk shares the top 3 estate planning Must Do's to prevent your estate planning from turning into a horror story! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow...

What do the wealthy know about retirement that you don’t? In this episode Mary Sterk shares key strategies that the wealth use during retirement that might help you create financial success! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on T...

Don't want to lose your life savings to the nursing home? In this episode Mary Sterk shares ways to effectively plan for long term care without sacrificing all of your heard earned assets! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us o...

Many people are confused about the best way and the best time to begin taking their social security check. In this episode Mary Sterk discusses ways to maximize your own personal social security. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us...

Back to school equals time to save for college! In this episode Mary Sterk discusses several ways to save for college on a tax favored basis. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

Roth IRA's can be a fantastic tool for retirement - if you follow the rules! In this episode Mary Sterk shares the Rules Of The Roth. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

Money issues can create complications in even the strongest of marriages. In this episode Mary Sterk discusses items that can create discord, and how to overcome marriage & money obstacles. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us o...

What might become your biggest retirement asset? Your 401(k)! In this episode Mary Sterk shares some tips to help maximize the power of your 401(k). Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

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 Mary Sterk discusses strategies of strong portfolio management to help avoid common pitfalls that investors frequently make. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podca...

The sad truth is that there are some unique retirement planning challenges that women face. In this episode Mary Sterk sheds light on the issues and solutions to help you make the most of your retirement. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube...

When you have a special needs situation there are some unique financial planning methods available to you. In this episode, Mary Sterk dives into effective planning tools for the special needs people that you love. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe o...

We keep our "stuff" in so many places - in files, in a safe, on-line, or at the bank safety deposit box. How can you keep them all straight? In this episode Mary Sterk shares ways to keep yourself organized with a Personal Document Locator. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebo...

Ever wished you had answers to your financial questions? In this episode Mary Sterk shares some of the most commonly asked questions …and the answers you have been dying to know! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

In today's busy world there are SO many numbers to keep track of! In this episode Mary Sterk shares key financial numbers that are important to YOU! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

Most investments have some type of fee. In this episode Mary Sterk demysifies how investment fees work so you can understand how to make your money work for you. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

What do you want for your wealth? In this episode Mary Sterk discusses ways to plan, protect and grow your money. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us on Twitter

Investing has a lot of moving parts - and it is easy to make mistake's that can have big consequences. In this episode Mary Sterk discusses some common investor mistakes and shares tactics invest like a pro! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on...

Many people facing retirement are confused about health insurance options, Social Security choices, and how to invest their retirement accounts. In this episode Mary Sterk discusses these issues and highlights strategies to prepare for a successful retirement. She also offers a unique set of tools that will help you with your planning so you can retire with confidence. Subscribe to the “Money Guid...