Sterk Financial Services
Money Guide with Sterk Financial
Money Guide with Sterk Financial is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring The Advisors of Sterk Financial Services, including Mary Sterk, Forbes Award-winning Founding Partner & CEO. *** Same Trusted Guidance. More Voices. As Sterk Financial continues to grow, our podcast is evolving too. What began as Money Guide with Mary Sterk now becomes Money Guide with Sterk Financial —reflecting the talented team of advisors who help guide our c...
Author
Sterk Financial Services
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Podcast website
Latest episode
Jun 9, 2026
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Episodes
Financial Lessons From American Pickers 13.10.2024 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 Bankey Su...
Most Embarrassing Money Topics 13.10.2024 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...
When Do You Need A Financial Planner? 13.10.2024 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 #investmen...
Brain Disease & Money 18.09.2024 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...
The Surprising Truth About Long-Term Care Insurance 14.09.2024 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 #money...
Why Do Lottery Winners Go Broke? 14.09.2024 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...
Surprising Retirement Expenses You Might Not Know About 14.09.2024 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 Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Sch...
Divorce And Your Money 03.09.2024 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 Bankey Subscribe to the “Money Guide with Mary Ster...
MONEY IN A MINUTE The Fragile Decade 31.08.2024 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 #fin...
5 Secrets Of Wealthy Women 18.08.2024 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...
The Family Estate Organizer 18.08.2024 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...
Easy Tips To Start Saving Today 12.08.2024 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 #ente...
3 Portfolio Pitfalls To Avoid 03.08.2024 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 #buylowsellhig...
The Bulls & The Bears 03.08.2024 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 #pani...
MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer 18.07.2024 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 #retirementp...
MONEY IN A MINUTE Investing in Your 20s 18.07.2024 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 #investmentman...
How to Pick a Stock 05.07.2024 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 #stock Feat Mary Sterk & Kelsey Bankey #agriculture #tech #financial #johndeere #investing #fundamentalanalysis #pricetoearning #metrics #stock...
Maximizing Your Social Security 05.07.2024 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 Bankey Subscribe to the “Money Guide with Mary Sterk” podcast...
All About Your IRA 05.07.2024 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 Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an...
How The Fiduciary Rule Impacts YOU 05.07.2024 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 Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today...
10 Common Fears Of People With Money 05.07.2024 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 & Kel...
Estate Planning With Digital Assets 05.07.2024 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 & Kelse...
Diversification Only Works If You Are Diversified 05.07.2024 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 #sa...
Estate Planning with Digital Assets 05.07.2024 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 Subscribe to the “Money Guid...
MONEY IN A MINUTE Oprah Money Quote 19.06.2024 0:55
We all recognize #Oprah is an icon. She’s truly a #ragstoriches story and has undoubtedly learned a lot of lessons about #money in her life. #oprahwinfrey #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt...
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