Money Guide with Sterk Financial

Dealing with money can be uber stressful. Several studies indicate financial stress can lead to symptoms similar to PTSD! In this episode Mary Sterk discusses several of the most stressful financial situations people encounter and offers practical tips to help guide you towards a successful outcome. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment w...

Are you ready to retire? Are you sure? The questions begin to swirl - will I run out of money? What do I do with my social security? How does Medicare work? Are my investments set up properly? In this episode Mary Sterk shares the top concerns people have when facing retirement - and how to put strategies in place to overcome them. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Po...

Many people are confused about the best way and the best time to begin taking their social security check. Do you take it right when you retire? If you delay is that a good idea? Is it different if you are married- widowed - single - divorced? 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 Pod...

Spring is in the air and many of you are knee deep in spring cleaning projects. That often causes us to loo at our homes with a fresh eye. People often question if putting money into home improvements is a good investment. In this episode Mary shares some of the best and worst returns on your money when it comes to home improvements. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple...

Are your children & grandchildren responsible enough to handle a large inheritance? We would like to think that they are, but the reality is that many young people are not equipped to handle the pressures and responsibilities that come with managing wealth. In this episode Mary Sterk discusses the pros and cons of ways to control your assets from the grave. Subscribe to the “Money Guide with M...

The Fed has bumped up the interest rates twice in the last 6 months, and says they intend to keep doing so over the next few years. But what does that mean to your own pocketbook? In this episode Mary Sterk shares how rising interest rates actually affects YOU. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow u...

Many people have 401k accounts from prior jobs. They often wonder what is the best plan for that money. Many investors simply just leave it there - not by choice - but by default...it's the easiest thing to do! But is it the best thing to do? In this episode Mary Sterk talks about the four options available for old 401k accounts. She will take you through the pros and cons of each option to g...

Buying and selling stocks should come down to a specific evaluation process - but is that what you are really doing? Some investors are just playing hunches. Some investors have some type of buying criteria, but most have no selling criteria. In this episode Mary Sterk takes you through a unique methodology to evaluate when it is time to buy or sell your stock. Subscribe to the “Money Guide with M...

Investment management has a lot of moving pieces - and it is easy to make a mistake that can have costly consequences. In this episode Mary Sterk discusses some common investor mistakes and shares tactics to avoid these portfolio pitfalls. 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 u...

Stocks have outpaced bonds and inflation over time despite wars, recessions, political upheaval, terrorism, and other market shaking events. Investors are often at a loss for what to think given the current economy. In this episode Mary Sterk discussed some time tested strategies that still apply for today's savvy investor. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podca...

Movies brings a smile and warm memories to many people. The Academy Awards celebrate great films each year, and we celebrate the financial lessons held within them! Join us to hear what helped bring the market down during the big recession of 2008, and how not to lose your marriage and your house! In this episode Mary Sterk shares fun financial lessons learned from some of our favorite epic movies...

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. Learn about setting up estate planning documents, Social Securi...

We all love someone, and there are smart ways to take care of that special someone financially. As Valentines day approaches, and love is in the air, take time to make sure your ducks are all in a row. In this episode Mary Sterk shares strategies to ensure your loved ones are well taken care of when it comes to finances and estate planning. Subscribe to the “Money Guide with Mary Sterk” podcast on...

Financial issues matter at every age, but as we move into our 50's there are some important things to be aware of. Health Insurance, social security and investment planning can be quite complex. Join us for tips to help make sure you have your ducks in a row. In this episode Mary Sterk explores the top 10 financial tips for women over 50. Subscribe to the “Money Guide with Mary Sterk” podcast...

Grandparents have so much to offer - a life rich with tradition, an ear to lend, and best of all - wise financial advice. Our countries older generations have lived through a lot - recessions, wars and major economic shifts. The lessons they have learned are valuable to us all. In this episode Mary Sterk shares 4 pieces of sound financial advice that grandparents can share with the family they lov...

Financial goals shift as you age. What matters most in your twenties has often changed as you approach retirement in your sixties. In this episode Mary Sterk dives into some top financial priorities decade by decade - sharing a financial tidbit that is relevant for everyone! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors t...

We will inaugurate a new president on January 20th, and many people are wondering what that means to their own pocketbook. From taxes to health care to international trade deals there is likely to be a lot of change ahead. While no one can predict the future, in this episode Mary Sterk takes a look at the president elect's stated priorities to get a flavor of what might be ahead. Subscribe to...

Are your retirement ducks in a row? From the financial to the health related there are a lot of complex details to get into place before you pull the retirement trigger. 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 prepar...

New Year New Goals - Episode #123116 by Mary Sterk 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

Financial Lessons From Holiday Movies - Episode #122416 by Mary Sterk 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

Teaching Kids About Money - Episode #121716 by Mary Sterk 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

RMDs And IRAs - Episode #121016 by Mary Sterk 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

Planning For A Rainy Day - Episode #120316 by Mary Sterk 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

Holiday Spending Mistakes - Episode #112616 by Mary Sterk 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

Giving Money Away - Episode #111916 by Mary Sterk 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