Money Guide with Sterk Financial

Have a $500K+ portfolio?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share some Must-Know Tips that you won't want to miss!  Topics include: Qualified & Non-qualified Money Capital Gain X-Ray Report Liquidity Social Security Sequence of Returns Risk Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.ap...

Once the big 5-0 has rolled around, investing can take on a whole new perspective.  So what should you be doing when investing in your 50s?  In this episode of "Money Guide with Mary Sterk," Mary shares practical tips and actionable strategies to maximize your investment planning in your 50s.  Topics include: Empty Nest Aging Parents Mortgage 401(k) ROTH IRA Diversification Asset Classes...

Some people retire together, and some stagger their dates.  Is there a best way?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Planner Julie Chadwick explore the pros and cons of separate retirement dates.  Topics include: Income Gap Expenses Budget Cash Flow Social Security Health Insurance Part-Time Work ROTH IRA Subscribe to the “Money Guide with Mary S...

So you want to retire rich?  If so, listen in to this episode of "Money Guide with Mary Sterk" as Mary shares financial tips from some of the world's wealthiest women.  Topics include: J.K. Rowling Naomi Judd Heidi Klum Georgina Hancock Rinehart Abigail Johnson Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id112642677...

Retirement right around the corner?  In this episode of "Money Guide with Mary Sterk," Mary shares seven key strategies that you should put into action during the decade before you retire:  1.  Save as much as possible  2.  Pay down debt  3.  Set up a bucket plan  4.  Get your estate docs in order  5.  Pick a time to start your social security  6.  Learn about your retirement health care...

Got a pension that is offering you a lump sum buyout option?  Comparing the choices can be confusing.  In this episode of "Money Guide with Mary Sterk," Mary and Sterk Financial Advisor Kelsey Bankey share top tips to help you understand the best choice for you when offered a pension lump sum option.  Topics include: Defined Benefits Frozen Benefits Annuity Options Single Life Annuity Jo...

In this episode of "Money Guide with Mary Sterk," Mary talks about why inflation is such a big deal, what to know about stagflation, and how you might control or adjust your own consumer spending. Topics include: Inflation Market Volatility Supply Chain Issues Consumer Spending Gas Prices Labor Force Participation Wage Growth Supply Shock Poor Economic Policies Subscribe to the “Money Gu...

In this episode of "Money Guide with Mary Sterk," Mary shares strategies to overcome bad decision-making during down markets, as well as time-tested ways to invest when markets are volatile.  Topics include: Market Volatility Emotional Reactions Investment Decisions Herd Mentality Historical Perspective Bear Markets Negative News Buying Opportunity Tax Loss Harvesting Tax Gain Management...

 Many of our clients give to charitable organizations - both for personal satisfaction and for the tax deductions.  In this episode, Mary Sterk shares ways to create positive impact on the world and on your tax return with your giving. 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...

Women face a unique set of challenges when it comes to investment and retirement planning.  In this episode of "Money Guide with Mary Sterk," Mary breaks down some critical issues and how to wrap solutions around them.  Topics include: Investing Retirement Planning Caregiving Widowhood Household Finances Divorce Wage Gap Holistic Planning Collaborative Partner Fiduciary Duty Social Secur...

Ever wondered when you should be doing certain things to help plan your retirement? In this episode, Mary Sterk breaks down key strategies and when to deploy them leading up to your retirement date 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...

There is a lot to know when it comes to investing. In this episode, Mary Sterk dives into some key investing concepts to help educate you on your path to portfolio management. 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

 Skittish about the current markets?  Inflation and political concerns creating anxiety?  In this episode, Mary Sterk shares 7 tips for those who are nervous about today's markets. 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 Twitte...

The pandemic gave people time to really think about what matters most. For many, that means less time working. In this episode, Mary Sterk discusses The Great Resignation that may be upon us, and how that can shift your career and retirement plans. 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...

It's easy to say you need to have good asset allocation - but what does that really mean? In this episode, Mary Sterk dives into a deeper understanding about allocating assets in a way that really resonates with your own personal situation. 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 Fo...

Recent headlines have been talking about runaway inflation - but should it really strike fear into your heart?  In this episode, Mary Sterk dives into how inflation affects your own pocketbook and how to cut through the headlines to understand the real data. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us o...

Ever wonder what money moves to make before you turn 65?  In this episode, Mary Sterk shares 4 strategies that are key to put in place before your 65th birthday! 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

It's that time of year - spring is busting out all over!  People are clearing out their flower beds, their garages… and their finances!  In this episode, Mary Sterk shares some valuable spring cleaning tips when it comes to your money and finances! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Fac...

If you’re not confident that your retirement plan is on track to deliver the lifestyle you want amid historic levels of uncertainty, you’re in the right place.  In this episode, Mary Sterk shares strategies to build confidence about retiring during uncertain times. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Foll...

So many celebrities have made big money mistakes. How can you avoid them? In this episode Mary Sterk shares strategies to avoid making the same mistakes that cost the celebrities millions! 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...

A great retirement is about more than just the money - its about your whole life. In this episode Mary Sterk shares 3 key pillars that can contribute to a retirement worth living. 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

Feeling concern about high markets? You are not alone! Many investors begin to feel uncomfortable as markets climb, wondering how long it can last. In this episode Mary Sterk shares strategies and tips for investing while markets are high. 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...

Wondering how the proposed Biden tax changes may affect you and your pocketbook? In this episode Mary Sterk discusses some of the provisions and how they may impact you, your family, and 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...

This year has been a doozy! But if you really look at things, this is the best time to ever have been alive. In this episode Mary Sterk breaks down key areas that have improved over time and how they relate to your retirement planning right now. 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 Fo...

2020 End Of Year Tax Tips 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