Money Guide with Sterk Financial

Money Guide with Sterk Financial

By Sterk Financial ServicesBusiness
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Money Guide with Sterk Financial episodes

  • Estate Planning Mistakes That Could Cost You Mega Bucks - Episode #2-29-20
    Making simple mistakes in your estate planning can cost a lot of money. In this episode Mary Sterk and special guest attorney Dan Dykstra share strategies to avoid losing mega bucks due to poor planning.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    27 min
  • Horrible Money Habits - Episode #02-22-20
    Do you have habits that are sabotaging your financial success? In this episode Mary Sterk digs into some horrible money habits and how to recover from them!

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    26 min
  • How The New Secure Act affects YOU! - Episode #02-15-20
    The Secure Act brought sweeping changes into the Retirement Planning arena. But how does it affect YOU? In this episode,Mary Sterk shares the changes that are most impactful, and how to understand the personal effect to your own situation.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    26 min
  • Boost Employee Productivity With These Key Financial Strategies - Episode #02-08-20
    Did you know that employee financial stress is costing your business mega dollars in lost productivity? In this episode Mary Sterk sheds some light on the true cost of this issue, and creative solutions to boost productivity by easing the stress on your team.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • The Most Googled Financial Questions - Episode #02-01-20
    Ever wondered what questions everyone else is asking about money? In this episode Mary Sterk dives into the most common googled financial questions - and provides some great answers!

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    26 min
  • Teaching Your Grandkids about Money - Episode #01-18-2020
    "Grandparents have so much wisdom to offer - including financial advice. The lessons they have learned from a lifetime of handling money are valuable to us all.In this episode Mary Sterk shares sound financial advice that you can share with your grandkids. This proven advice will set the tone for great chats with grandkids who are eager to learn a thing or two about money."

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • Reduce Your Taxes with QCD's - Episode #01-11-20
    Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode Mary Sterk shares some tips to help you maximize your QCD opportunity.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    22 min
  • Socially Conscious Investing - Episode #01-04-2020
    Socially responsible investing is an investment strategy that has been gaining recognition and traction in recent years. With news of shady and illegal investment deals becoming common, some investors have begun to insist that the companies they invest in make socially responsible choices. In this episode Mary Sterk dives into the nuts and bolts of socially conscious investing to help you determine if it's a right fit for your portfolio.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • The Fragile Decade - Episode #12-21-19
    Have you heard about The Fragile Decade - the one that could blow up your whole retirement plan? In this episode Mary Sterk explores the concept of the fragile decade and how to try to mitigate the risks associated with it so you can retire with more confidence.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    23 min
  • Time To Get Organized - Episode #12-14-19
    Can you lay your hands easily on your birth certificate? That is a perfect test for how organized you really are! In this episode Mary Sterk shares tips about what financial information to focus on organizing.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    24 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…