Money Guide with Sterk Financial

March is Irish Heritage Month, but did you know it's also Asset Management Awareness Month? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share key strategies you should be aware of when investing your hard-earned money. Topics include:
Diversification
Asset Allocation
Investment
Mutual Fund
Growth Fund
Squeue
Risk Tolerance Level
Market Upswing
Portfolio Management
Retirement
Quality Control
Systematic Process
Algorithm
ETFs
Stocks

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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Emotions play a very powerful role in our decision-making, but investment decisions based in logic tend to have a better outcome. In this episode of "Money Guide with Mary Sterk", Mary explains some ways to help you control your emotions so they don't impact your investment decisions in a negative way.  Topics include:
Economy
Recession
Market Cycle
Down Market
Bankrupt
Stock Market
Portfolio
Experts
Professional Advice
Plunge
Inflation
Interest Rates
Job Market
Budget
Income

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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Can you lay your hands easily on your birth certificate? That is a perfect test for how organized you really are! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share tips about what financial information to focus on organizing.  Topics include:
Loan Documents
Digital Assets
Paper Trail
Online Filing System
Identity Theft
Passport
Insurance Policy
Deeds
Bank Accounts
Tax Records

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm 

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

#ForbesAwardWinner #WealthManagement #EstatePlanning

The biggest threat to your portfolio is unbridled emotion.  Listen to this episode of "Money Guide with Mary Sterk" as Mary & Sterk Financial Advisor Kelsey Bankey explain how to gain a strong understanding of the most important foundational investment principles, beginning with emergency funds.  Topics include:

College Savings
Emergency Fund
Stocks & Bonds
Portfolio
Asset Allocation
Down Market
Fear
International Market
Oil Industry
Risk Tolerance
Income
Economics
Car Insurance
Liquidity
401(k)
Savings
Time Horizon
Retirement

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm 

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

#ForbesAwardWinner #WealthManagement #EstatePlanning

The primary goal of estate planning is to protect and preserve your family, not your assets. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share how a Family Love Letter can help you do just that.  Topics include:
Legacy
Greed
Love
Loss
Living Will
Estate Planning
Assets
Personal Property Disposal
Beneficiary Designations
Life Insurance
Retirement Funds
Medical Power of Attorney
Ethical Will
Mortgage
Home Insurance
Banker
Financial Advisor
Social Security

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm 

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

#ForbesAwardWinner #WealthManagement #EstatePlanning

Your 401(k) might become one of your biggest financial assets.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey learn simple guidelines and tools to help maximize the power of your 401(k). Topics include:
Retirement
Starbucks
Inflation
Investments
Asset Classes
Diversification
Lifestyle Funds
Target Date Funds
Asset Allocation
Divorce
Beneficiary
The Rule of 72
ROTH 401(k)
Tax-Free
Tax Deductions
Limits

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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Divorce is difficult - emotionally and financially.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey will educate you about important factors to consider as you move through your divorce towards a brighter future.  Contact us today for a Divorce Checklist and ask us about our Divorce Financial Planning Program 605-217-3555. Topics include:
401(k)
ROTH IRA
Non-Qualified Money
Inheritance
Assets
Attorney
Counselor
Therapist
Collaborative Divorce
Children
Liquidity
Budget

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

#ForbesAwardWinner #WealthManagement #EstatePlanning

The New Year is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial resolutions.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share 7 smart resolutions to get your New Year off to a great start! Topics include:
Getting Organized
Savings
Debt
Retirement
Financial Software
Credit Score
Identity Theft
Power of Attorney

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 

Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

#ForbesAwardWinner #WealthManagement #EstatePlanning

It's time to jump-start 2023!  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share smart resolutions for you to think about the year ahead and improve yourself from a financial standpoint.  Topics include:
Credit Score
Emergency Fund
Savings
Beneficiaries
Per Stirpes
Will
Testamentary Trust
Power of Attorney

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 

Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

#ForbesAwardWinner #WealthManagement #EstatePlanning

The SECURE Act 2.0 will affect most people at some point in their life.  In this episode of "Money Guide with Mary Sterk," Mary explains the new law with some preliminary information to help you understand what you need to know at this time.  Topics include:
ROTH IRA
Required Minimum Distribution
Retirement
Beneficiaries
Taxes
IRS
Tax Penalty
401(k)
Catch-up Contributions
Rollover 529
Tax-Free Benefits

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 

Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

#ForbesAwardWinner #WealthManagement #EstatePlanning