Money Guide with Sterk Financial

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 Gap
Expenses
Budget
Cash Flow
Social Security
Health Insurance
Part-Time Work
ROTH IRA

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/

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So you want to retire rich?  If so, listen in to this episode of "Money Guide with Mary Sterk" as Mary shares financial tips from some of the world's wealthiest women.  Topics include:
J.K. Rowling
Naomi Judd
Heidi Klum
Georgina Hancock Rinehart
Abigail Johnson

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

Retirement right around the corner?  In this episode of "Money Guide with Mary Sterk," Mary shares seven key strategies that you should put into action during the decade before you retire:
 1.  Save as much as possible
 2.  Pay down debt
 3.  Set up a bucket plan
 4.  Get your estate docs in order
 5.  Pick a time to start your social security
 6.  Learn about your retirement health care options
 7.  Develop a relationship with a trusted financial planner who is a fiduciary

Topics include:
Pension
Investments
Living Will
Power of Attorney
Medicare

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

Got a pension that is offering you a lump sum buyout option?  Comparing the choices can be confusing.  In this episode of "Money Guide with Mary Sterk," Mary and Sterk Financial Advisor Kelsey Bankey share top tips to help you understand the best choice for you when offered a pension lump sum option.  Topics include:
Defined Benefits
Frozen Benefits
Annuity Options
Single Life Annuity
Joint & Survivor Annuity
Pension Maximization

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://podcasts.apple.com/us/podcast/money-guide-with-mary-sterk/id1126426770 

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

In this episode of "Money Guide with Mary Sterk," Mary talks about why inflation is such a big deal, what to know about stagflation, and how you might control or adjust your own consumer spending.

Topics include:
Inflation
Market Volatility
Supply Chain Issues
Consumer Spending
Gas Prices
Labor Force Participation
Wage Growth
Supply Shock
Poor Economic Policies

Subscribe to the “Money Guide with Mary Sterk” podcast: podcasts.apple.com/us/podcast...

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

In this episode of "Money Guide with Mary Sterk," Mary shares strategies to overcome bad decision-making during down markets, as well as time-tested ways to invest when markets are volatile.  Topics include:
Market Volatility
Emotional Reactions
Investment Decisions
Herd Mentality
Historical Perspective
Bear Markets
Negative News
Buying Opportunity
Tax Loss Harvesting
Tax Gain Management
Repositioning
Roth IRA Conversion
Risk Tolerance Level
Retirement Accounts

Subscribe to the “Money Guide with Mary Sterk” podcast: https://podcasts.apple.com/us/podcast... 

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

 Many of our clients give to charitable organizations - both for personal satisfaction and for the tax deductions.  In this episode, Mary Sterk shares ways to create positive impact on the world and on your tax return with your giving.

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Women face a unique set of challenges when it comes to investment and retirement planning.  In this episode of "Money Guide with Mary Sterk," Mary breaks down some critical issues and how to wrap solutions around them.  Topics include:
Investing
Retirement Planning
Caregiving
Widowhood
Household Finances
Divorce
Wage Gap
Holistic Planning
Collaborative Partner
Fiduciary Duty
Social Security
Pension
Wage Gap
Quality Check
Asset Class
Insurance Review
Emotions vs. Logic
Bucket Plan

Subscribe to the “Money Guide with Mary Sterk” podcast: https://podcasts.apple.com/us/podcast/money-guide-with-mary-sterk/id1126426770 

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