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Ever wondered when you should be doing certain things to help plan your retirement? In this episode, Mary Sterk breaks down key strategies and when to deploy them leading up to your retirement date
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
There is a lot to know when it comes to investing. In this episode, Mary Sterk dives into some key investing concepts to help educate you on your path to portfolio management.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
Skittish about the current markets? Inflation and political concerns creating anxiety? In this episode, Mary Sterk shares 7 tips for those who are nervous about today's markets.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
The pandemic gave people time to really think about what matters most. For many, that means less time working. In this episode, Mary Sterk discusses The Great Resignation that may be upon us, and how that can shift your career and retirement plans.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
It's easy to say you need to have good asset allocation - but what does that really mean? In this episode, Mary Sterk dives into a deeper understanding about allocating assets in a way that really resonates with your own personal situation.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
Recent headlines have been talking about runaway inflation - but should it really strike fear into your heart? In this episode, Mary Sterk dives into how inflation affects your own pocketbook and how to cut through the headlines to understand the real data.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
If you’re not confident that your retirement plan is on track to deliver the lifestyle you want amid historic levels of uncertainty, you’re in the right place. In this episode, Mary Sterk shares strategies to build confidence about retiring during uncertain times.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
It's that time of year - spring is busting out all over! People are clearing out their flower beds, their garages… and their finances! In this episode, Mary Sterk shares some valuable spring cleaning tips when it comes to your money and finances!
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
Ever wonder what money moves to make before you turn 65? In this episode, Mary Sterk shares 4 strategies that are key to put in place before your 65th birthday!
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
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…
***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/