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Money Guide with Sterk Financial
By Sterk Financial ServicesBusiness
Money Guide with Sterk Financial episodes
- Financial Changes When You Lose a Spouse
Losing a spouse is a heartbreaking time, but did you know it also comes with significant financial changes that are often unexpected? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share what to expect financially when your spouse passes away. Topics include:
Life Insurance
Estate Documents
Will
Social Security
Bank Statements
Investment Statements
Deeds
Car Title
Marriage Certificate
Death Certificate
Taxes
Beneficiaries
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/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
25 min - Four Retirement Expenses that May Surprise You
Planning for retirement has a lot of moving parts. Many people wonder if they have thought of the potential pitfalls that can derail a retirement. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss four retirement expenses that might catch you by surprise. Listen in to learn how to safeguard against issues that you might not have ever thought of!
Topics include:
Medical Co-Pays
Medicare
Home Healthcare
Assisted Living
Financially Supporting Grandchildren
Inflation
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/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - Recession Investment Strategies
How do the wealthy invest during market downturns? They know there can be wonderful opportunities if you have the right frame of mind, the right information and the right emotional capability to take advantage of them. In this episode of “Money Guide with Mary Sterk,” Mary shares tips for strategic investing during a recession.
Topics include:
Supply & Demand
Inflation
Dollar Cost Averaging
Cash on the Sidelines
Non-Qualified Accounts
Employer Retirement Plans
Capital Gains & Losses
Short Term Gains
Long Term Gains
Wash Sale Rule
ROTH IRA Conversion
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/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
22 min - Avoid Recession Investing MistakesRecession talk is on everybody’s mind. When people get emotional and nervous about investing, they start to make mistakes. In this episode of “Money Guide with Mary Sterk,” Mary shares tips to help you understand recessions, and strategic ideas to help you navigate your investments during a recession. Topics include:Risk-Aligned InvestingFlexible Selling PatternFlexible SpendingDiversificationAsset AllocationReal EstateRiding the MarketBuy Low / Sell HighSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact22 min
- Avoid Recession Investing Mistakes
Recession talk is on everybody’s mind. When people get emotional and nervous about investing, they start to make mistakes. In this episode of “Money Guide with Mary Sterk,” Mary shares tips to help you understand recessions, and strategic ideas to help you navigate your investments during a recession. Topics include:
Risk-Aligned Investing
Flexible Selling Pattern
Flexible Spending
Diversification
Asset Allocation
Real Estate
Riding the Market
Buy Low / Sell High
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/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
22 min - Must-Know Tips If You Have a $500K+ PortfolioHave 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 MoneyCapital GainX-Ray ReportLiquiditySocial SecuritySequence of Returns RiskSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact24 min
- Must-Know Tips if You have a $500K+ Portfolio
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.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
24 min - Investing When You're In Your 50sOnce 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 NestAging ParentsMortgage401(k)ROTH IRADiversificationAsset ClassesLife InsuranceNet Performance after ExpensesSubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact24 min
- Investing When You're in Your 50s
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
Life Insurance
Net Performance after Expenses
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
24 min - Should You Retire at the Same Time as Your Spouse?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 GapExpensesBudgetCash FlowSocial SecurityHealth InsurancePart-Time WorkROTH IRASubscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact25 min
About Money Guide with Sterk Financial
From the publisher's feed
Money Guide with Sterk Financial is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but…
get this…it’s not boring! Featuring The Advisors of Sterk Financial Services, including Mary Sterk, Forbes Award-winning Founding Partner & CEO.
***Same Trusted Guidance. More Voices.
As Sterk Financial continues to grow, our podcast is evolving too. What began as Money Guide with Mary Sterk now becomes Money Guide with Sterk Financial—reflecting the talented team of advisors who help guide our clients every day. You'll hear more perspectives, more expertise, and more conversations from the five women leading the future of our firm. Be sure to subscribe to the new channel so you don’t miss a single minute!
Sterk Financial Services (www.sterkfinancialservices.com) is headquartered in Dakota Dunes, SD with a second location in Kansas City. We are a 100% woman-owned firm, led by our Founding Partner, Author & Forbes Award-Winner, Mary Sterk. With a team fiduciary approach, our advisors provide custom designed planning paired with a disciplined investment methodology. We design holistic, cohesive, personalized strategies to help increase investments, reduce taxes and risk, optimize portfolio allocation, and create income streams designed to last a lifetime. Our ultimate goal is to align your overall financial picture to support the life you want to lead.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Osaic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Please visit our website for additional disclosure: https://www.sterkfinancialservices.com/