Money Guide with Sterk Financial

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

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

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

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

"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 

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

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

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

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

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

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

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

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

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

This Big Beautiful Bill is a big, big bill. In this episode (part 1 of 7), we talk about how some of the changes inside the #bigbeautifulbill specifically are going to impact business owners and farmers, and we give a few strategies that you can talk to your CPA or attorney about to see if they might be helpful for you.

Feat Mary Sterk & Julie Chadwick

Subscribe to #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time.  In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very valuable knowledge! 

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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