How do you take the steps to recover from a #scam or #fraud? In this episode, we're talking about the logistical steps to take to try to recover some money, along with the emotional steps you can take, as #romancescams are now the ones that are driving the most amount of dollars taken fraudulently.

Feat Mary Sterk & Jordan Ireland

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There are only two sure things in life: Death and Taxes. In this episode, we talk about taxes at death, as there's lots to plan and lots to know on these topics, including estate taxes and inheritance taxes.

Feat Kelsey Bankey & Julie Chadwick

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How should you invest a large amount of money?  In this episode of Money Guide with Mary Sterk, we share investing strategies for serious money.

Feat Mary Sterk & Kelsey Bankey

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Have you ever worried about your money not lasting during #retirement?  In this episode of "Money Guide with Mary Sterk," we share strategies to make your money last and retire smart!

Feat Mary Sterk & Julie Chadwick

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"All progress starts by telling the truth." - Dan Sullivan. In this episode of "#MoneyGuidewithMarySterk, we discuss assessing where you are right now and what you can do to improve your situation.

Feat Mary Sterk & Kelsey Bankey

#dansullivan #financegoals #emergencyfund #fiscalresponsibility #retirement #risktolerance #conservative #lottery #ruleofthirds #savings #401k #getawayfund #fiduciary 

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QOZs were originally signed into law in 2017 as a part of the Tax Cut & Jobs Act and the #onebigbeautifulbill made some changes that we're walking through with you today.

Feat Julie Chadwick & Kelsey Bankey

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We're updating you today on some of the changes that have been coming down the pipeline from the #onebigbeautifulbill including taxes, K-12 qualified education expenses and more!

Feat Jordan Ireland & Julie Chadwick

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As a part of our podcast series on the #onebigbeautifulbill, this episode focuses on the changes to Charitable Giving  #obbba #charitablegiving #charity 

Feat Julie Chadwick & Kelsey Bankey

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In this episode of our Big Beautiful Bill podcasts, we discuss how the new estate laws inside the #onebigbeautifulbill apply to our listeners. 

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There are a lot of things that changed with the #onebigbeautifulbill act, and there's a lot of complexity to it. In this episode of #MoneyGuidewithMarySterk, we're going to bring some clarity to to it, take it piece by piece, and talk about the senior deduction.

Feat Kelsey Bankey & Jordan Ireland

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#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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