Money Guide with Sterk Financial

Money Guide with Sterk Financial

By Sterk Financial ServicesBusiness
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Money Guide with Sterk Financial episodes

  • Ticking Time Bombs That Can Destroy Your Retirement - Episode #05-09-20
    So you have planned for a good retirement, and then BOOM. Something catches you off guard that you didn’t financially plan for. In this episode Mary Sterk shares some ticking time bombs that can destroy your retirement - and how to plan around them.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    24 min
  • Revisiting Roth Conversions - Episode #05-02-20
    With the downturn in the market the first quarter of 2020, and the passing of the CARES act - its time to revisit the concept of Roth conversions. In this episode Mary Sterk shares the rules, the strategy and what to consider to determine if a Roth conversion is right for you.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • Retirement Planning During The Covid 19 Crisis - Episode #04-25-20
    Wondering if your retirement plans have been derailed because of the Covid 19 crisis? In this episode Mary Sterk discusses what has changed, what remains the same, and how to plan for retirement amidst the uncertainty of today.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    23 min
  • Reducing Taxes In Retirement - Episode #4 - 18 - 20
    Afraid taxes will take a big bite out of your retirement money? In this episode Mary Sterk shares some very important tax challenges that faces retirees, and how to put strategies in place to keep more in your pocket!

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    26 min
  • 10 Ways the Care Act Affects You - Episode #04-11-20
    The Care Act, passed on March 27 2020, contained a multitude of provisions to help stimulate the economy. In this episode Mary Sterk explains 10 provisions that directly affect you and your pocketbook!

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • Finding Opportunities in Crazy Markets - Episode #04-04-20
    Opportunities abound inside of volatile markets - if you know where to look for them. In this episode, Mary Sterk shares a number of strategies you can use to take advantage of the current markets, leverage taxes, and take full advantage of the recent Fed changes.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • Investing In a Steep Market Decline - Episode #03-28-20
    The recent volatility in the market has many investors feeling nervous about their investment portfolio. In this episode Mary Sterk reviews what has transpired in the recent market downturn, and what to keep in mind as you navigate these choppy investing waters.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    24 min
  • Finding Balance With Money - Episode #03-21-2020
    Money doesn’t come with instructions, and sometimes it's difficult to find balance in your relationship with it. In this episode Mary Sterk shares strategies to find that elusive balance to help build your financial confidence.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • Investing In Times Of Uncertainty - Episode #03-14-20
    Emotions can take a heavy toll on investment returns. In this episode Mary Sterk dives into what mistakes to avoid and how to stay on track with your investing In times of uncertainty.Information from: Valor Capital Management

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    26 min
  • Coronavirus and the Markets - Episode 03-07-20
    Many people are afraid that a pandemic like the Coronavirus will devastate the markets. In this episode Mary Sterk shares insights on past health scares and how they have affected broad markets over time.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    26 min

About Money Guide with Sterk Financial

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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…