Money Guide with Sterk Financial

White sand, sunny beach… early retirement? If that's your ideal life you wont' want to miss Mary Sterk sharing these important must know early retirement tips! 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

Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk discusses various strategies to assist your aging parents with their finances - everything from bill paying to structuring investment to nursing home decisions. Listen in to help take the complexity and uncertainty out of pa...

When it comes right down to it, retirement planning follows some basic fundamental principles. In this episode Mary Sterk details out 10 commandments of 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 Follow us on Twitter

Ever wondered what the wise investors already know? In this episode Mary Sterk shares some wisdom of the ages surrounding investing and saving. 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

So you have 1 Million Dollars - but does that mean you can retire? In this episode Mary Sterk shares important strategies to make sure your million doesn’t run out too soon. 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

Ever wanted to super charge your tax deductions for charitable giving? In this episode Mary Sterk shares strategies to create massive current year tax deductions using Donor Advised Funds. 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 Twi...

Ever wonder what the best way to use your HSA is? In this episode Mary Sterk covers the must know details surrounding when and how to best use your HSA. 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

There are certain accounts that contribute to a person's financial success. In this episode Mary Sterk discusses the 6 accounts everyone should have. 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

Have a $500,000 + portfolio? In this episode Mary Sterk shares some Must Know Tips that you won't want to miss! 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

Many people would love to retire early, but aren’t quite sure how to set things up to do so. In this episode Mary Sterk shares 10 tips to retire early. 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

Ever wonder what creates personal financial success? In this episode Mary Sterk shares 3 critical metrics that financially successful people pay attention to. 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

The money issues your grandparents faced have changed. In this episode Mary Sterk shares money problems from the past, and modern day solutions you can apply today. 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

College can be a wonderful experience, but it also can be very expensive! In this episode Mary Sterk shares strategies to save and plan for college. 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

There are a lot of experts who provide guidance when it comes to retirement. In this episode Mary Sterk shares insights from actual retired people about what they have found to be the most important tips of all! 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 Y...

You may have heard that investing in real estate can be a good idea. In this episode Mary Sterk talks about some important real estate investing basics so you can better understand if it's a good fit 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...

There is no end of ways we can spend our hard earned cash. In this episode Mary Sterk talks about 6 of them that might be expensive, but from a quality of life perspective are totally worth it! 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...

An investor's journey covers a lot of life events - from your first real job to spending your last dollar. In this episode Mary Sterk highlights different parts in that journey and important tidbits to help you along your own path. 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 o...

There are a lot of hot button topics that can impact your retirement regardless of your political stance. In this episode Mary Sterk talks about 6 of them that might impact 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

We all want to live in a better world. Is impact investing the way to go? In this episode Mary Sterk shares tips and strategies so yo know if impact investing is right 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

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 Mary Sterk sheds light on the top 10 most embarrassing money topics - and how to start communicating about them. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment...

The primary goal of estate planning is to protect and preserve your family, not your assets. In this episode Mary Sterk shares how a Family Love Letter can help you do just that. 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 is that old stuff worth? In this episode Mary Sterk shares some fun financial lessons learned from the popular TV show American Pickers. 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

You might think the rich and famous had it all figured out - but the aftermaths of their estate planning nightmares show us that is definitely not true! In this episode Mary Sterk shares some famous estate planning debacles and the lessons of what NOT to do! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us o...

Many people are interested in gradually transitioning into retirement. A great way to semi-retire is to pursue hobbies that can also bring in some cash. In this episode Mary Sterk shares a number of hobbies that can help fund your retirement years. 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...

Got a pension that is offering you a lump sum buyout option? Comparing the choices can be confusing. In this episode Mary Sterk shares top tips to help you understand the best choice for you when offered a pension lump sum option. 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 Link...