Money Guide with Sterk Financial

What impact do you want to make on the world when you are gone? Will part of your legacy be financial? In this episode Mary Sterk dives into strategies surrounding the question - What will your legacy be? 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 there is uncertainty in the world, emotions tend to drive investing decisions. That could cost you a lot in the long run. In this episode Mary Sterk shares strategies to manage your emotions and your portfolio during times of uncertainty. 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 Foll...

Investing your portfolio is a delicate dance - and extreme views can potentially trip you up. In this episode Mary Sterk shares some extreme investing views and how to avoid them. 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

Who wants to be a millionaire? And if you are, will that get you through a comfortable retirement? In this episode Mary Sterk shares tips and strategies to help make a million dollar portfolio last in 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...

Concerned about big losses if the market goes down? In this episode Mary Sterk shares ways to potentially de-risk your portfolio to smooth out the effects of wild market volatility. 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

IRA's can be confusing for people - what type should I use? How much can I put in? How are they taxed? In tis episode Mary Sterk sheds light on the top 10 things to know about IRA's. 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...

What should you do with your old 401(k) plans? And how should you be setting up your current ones? In this episode Mary Sterk delves into the options, pros and cons surrounding 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 Tw...

Financial independence is important to women. And for those women looking to build wealth, having the right mindset and investing skills is key. In this episode Mary Sterk shares 5 important things every woman should know about investing. 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...

Retirement right around the corner? In this episode Mary Sterk shares seven key strategies that you should put into action during the decade before you retire. 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 presidential election is right around the corner, and this time seems different. In this episode Mary Sterk looks at the markets during past elections and shares key things to consider about managing your portfolio through the election cycle. 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 F...

Passing down the family farm can be full of difficult decisions. What is fair is not always equal, and what is equal is not always fair. In this episode Mary Sterk sheds light on some ways to effectively pass down the family farm to keep the land in the family for generations to come. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our...

The Covid-19 crisis has made many of us rethink our own mortality -and thus our estate plans. In this episode Mary Sterk shares important tips regarding setting up your estate and financial planing to make sure you leave what you want to whom you want as tax efficiently as possible. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our ad...

Sick of the news? It seems every time you turn around there is another negative headline. It's enough to make any investor shake in their boots! In this episode Mary Sterk shares a historical perspective of the markets to help guide your investment journey no matter what the news says! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one o...

Losing a job is one of the most stressful experiences a person can go through. Unfortunately there are many victims of job reductions due to the pandemic. In this episode Mary Sterk shares the top 5 must know financial tips if you have been laid off and lost your job. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! F...

There is a lot of chatter in the financial industry right now about negative interest rates. But what are they and how do they affect YOU? In this episode Mary Sterk breaks down what negative interest rates are, and how it can directly affect your pocketbook. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us...

We have all learned many life lessons during the Covid-19 pandemic. But what has it taught us specific to retirement? In this episode Mary Sterk breaks down some key points that affect people approaching retirement that became very apparent during the 2020 down markets. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today!...

When things are great we tend to think that nothing can stop us. When they are bad, we fear catastrophic failure. In this episode Mary Sterk takes you through the emotions and investor feels during a typical market cycle, and how you can use this knowledge to avoid common mistakes. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our adv...

Claiming your Social Security is an action most Americans have to take, yet there are over 500 different possible combinations of benefits you can choose from. In this episode Mary Sterk breaks down the main points of social security so you can begin to make an educated decision about how you claim benefits. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appo...

The market has rebounded from it's covid-19 lows. So what should you be doing now with your portfolio? In this episode Mary Sterk shares strategies that focus on the opportunities within this market rebound. 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...

Markets go up and markets go down. In this episode Mary Sterk breaks down the major events and how the markets reacted over the last 9 decades. Source: Franklin Templeton 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

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 50's? In this episode Mary Sterk shares practical tips and actionable strategies to maximize your investment planning in your 50's. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors t...

There are a lot of headlines right now about consumer spending being down. But what does that mean to your portfolio and the market as a whole? In this episode Mary Sterk shares connections between the markets and how yo spend your hard earned dollars. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Face...

There is a lot of chatter in the media about the stock markets being disconnected from the reality of the current Covid-19 economy. In this episode Mary Sterk shares some key insights about how markets and recessions interconnect. 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...

So you have planned for a good retirement, and then BOOM. Something catches you off guard that you didn’t financially plan for. In this episode Mary Sterk shares some ticking time bombs that can destroy your retirement - and how to plan around them. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Faceboo...

With the downturn in the market the first quarter of 2020, and the passing of the CARES act - its time to revisit the concept of Roth conversions. In this episode Mary Sterk shares the rules, the strategy and what to consider to determine if a Roth conversion is right for you. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors...