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What is Lifestlye Financial Planning? In this episode, we share the meaning of this type of planning and how it can benefit you.
Feat Mary Sterk & Julie Chadwick
#moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservices
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
Have you ever wondered what the rich people know about money that you don't? In this episode, we shine some light on tips to build and maintain #wealth.
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
Part of good #estateplanning is figuring out what to do with your "stuff". In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one.
#mariecondo #recycle #donate #livingwill #healthcare #powerofattorney #trust #wealth #beneficiary #liquidation #appraiser #family
Feat Mary Sterk & Julie Chadwick
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement.
Feat Mary Sterk & Julie Chadwick
#forbes #financialplanner #wealthmanagement #sterkfinancialservices
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit.
#forbes #financialplanner #wealthmanagement #sterkfinancialservices
Feat Mary Sterk & Kelsey Bankey
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
#OprahWinfrey is a modern day icon and one of the richest women alive. In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives.
Feat Mary Sterk & Kelsey Bankey
#forbes #financialplanner #wealthmanagement #sterkfinancialservices
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
Many people think you need to win the #lottery or get crazy lucky to become a #millionaire. In this episode of #MoneyGuidewithMarySterk, we debunk some common #myths about how #millionaires are made.
#everydaymillionaire #chrishogan #401k #riskyinvestment #investing #stockmarket #assetallocation #trustfundbaby #inheritance #ruleofthirds #debt
Feat Mary Sterk & Julie Chadwick
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
We all hear about costs rising, but did you know there are 5 specific expenses that actually decrease or go away entirely in #retirement? In this episode of #MoneyGuidewithMarySterk, we shed some light on key #expenses you WON'T have to keep planning for.
#inflation #costofliving #payroll #payrolltaxes #socialsecurity #medicare #assets #income #selfemployed #businessowner #commuting #starbucks #wardrobe #apparel #clothing #accessories #disability #lifeinsurance #incomegap #incomestream #investments
Feat Mary Sterk
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
#Entrepreneurs are known for taking #business #risk, but are they putting their portfolios at risk, too? In this episode of #MoneyGuidewithMarySterk, we share some #moneymistakes entrepreneurs make and how to avoid them!
Feat Mary Sterk & Kelsey Bankey
#ruleofthirds #profit #diversification #DIY #portfolio #fiduciary #interestrates #bonds #peergroup #portfoliomanagement #flawofaverages
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
White sand, sunny beach… early #retirement? If that's your ideal life, you wont' want to miss this episode of #MoneyGuidewithMarySterk as we share these important must-know #earlyretirement tips!
#entrepreneur #invest #profit #taxes #fees #budget #mortgage #studentloans #taxbreak #401k #wealth #debt #emotions
Feat Mary Sterk & Kelsey Bankey
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/