Money Guide with Sterk Financial

Wondering if your retirement plans have been derailed because of the Covid 19 crisis? In this episode Mary Sterk discusses what has changed, what remains the same, and how to plan for retirement amidst the uncertainty of 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 Linkedi...

Afraid taxes will take a big bite out of your retirement money? In this episode Mary Sterk shares some very important tax challenges that faces retirees, and how to put strategies in place to keep more in your pocket! 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 Subscrib...

The Care Act, passed on March 27 2020, contained a multitude of provisions to help stimulate the economy. In this episode Mary Sterk explains 10 provisions that directly affect you and 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 on Facebook Follow us on Linkedin Subscribe on Youtube Fol...

Opportunities abound inside of volatile markets - if you know where to look for them. In this episode, Mary Sterk shares a number of strategies you can use to take advantage of the current markets, leverage taxes, and take full advantage of the recent Fed changes. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follo...

The recent volatility in the market has many investors feeling nervous about their investment portfolio. In this episode Mary Sterk reviews what has transpired in the recent market downturn, and what to keep in mind as you navigate these choppy investing waters. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow...

Money doesn’t come with instructions, and sometimes it's difficult to find balance in your relationship with it. In this episode Mary Sterk shares strategies to find that elusive balance to help build your financial confidence. 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 Li...

Emotions can take a heavy toll on investment returns. In this episode Mary Sterk dives into what mistakes to avoid and how to stay on track with your investing In times of uncertainty. Information from: Valor Capital 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 Linkedi...

Many people are afraid that a pandemic like the Coronavirus will devastate the markets. In this episode Mary Sterk shares insights on past health scares and how they have affected broad markets over time. 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...

Making simple mistakes in your estate planning can cost a lot of money. In this episode Mary Sterk and special guest attorney Dan Dykstra share strategies to avoid losing mega bucks due to poor planning. 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 F...

Do you have habits that are sabotaging your financial success? In this episode Mary Sterk digs into some horrible money habits and how to recover from 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

The Secure Act brought sweeping changes into the Retirement Planning arena. But how does it affect YOU? In this episode,Mary Sterk shares the changes that are most impactful, and how to understand the personal effect to your own 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 Follow u...

Did you know that employee financial stress is costing your business mega dollars in lost productivity? In this episode Mary Sterk sheds some light on the true cost of this issue, and creative solutions to boost productivity by easing the stress on your team. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us...

Ever wondered what questions everyone else is asking about money? In this episode Mary Sterk dives into the most common googled financial questions - and provides some great answers! 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

"Grandparents have so much wisdom to offer - including financial advice. The lessons they have learned from a lifetime of handling money are valuable to us all. In this episode Mary Sterk shares sound financial advice that you can share with your grandkids. This proven advice will set the tone for great chats with grandkids who are eager to learn a thing or two about money." Subscribe to...

Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode Mary Sterk shares some tips to help you maximize your QCD opportunity. Subscribe to the “Money Guide with Mar...

Socially responsible investing is an investment strategy that has been gaining recognition and traction in recent years. With news of shady and illegal investment deals becoming common, some investors have begun to insist that the companies they invest in make socially responsible choices. In this episode Mary Sterk dives into the nuts and bolts of socially conscious investing to help you determin...

Have you heard about The Fragile Decade - the one that could blow up your whole retirement plan? In this episode Mary Sterk explores the concept of the fragile decade and how to try to mitigate the risks associated with it so you can retire with more confidence. Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow...

Can you lay your hands easily on your birth certificate? That is a perfect test for how organized you really are! In this episode Mary Sterk shares tips about what financial information to focus on organizing. 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 You...

What a bummer- Medicare costs are going up! In this episode Mary Sterk shares what to expect from the recent Medicare cost hikes and how they can impact your retirement budget. 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 5 Biggest Retirement Mistakes To Avoid - Episode #10-05-19 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

All too often, holiday stress tends to dominate our holiday experience. Without a doubt this time of year challenges us with unique expenses. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and enjoy your holidays more! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us...

What Smart Women Need To Know About Money - Episode #08-31-19 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

All too often, holiday stress tends to dominate our holiday experience. Without a doubt this time of year challenges us with unique expenses. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and enjoy your holidays more! Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us...

Small daily habits can contribute to your financial success. In this episode Mary Sterk discusses several micro habits that can boost your financial life in a positive way! 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 Changes When You Lose A Spouse - Episode #09-21-19 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