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Money Guide with Sterk Financial
By Sterk Financial ServicesBusiness
Money Guide with Sterk Financial episodes
- The Wise Investor - Episode #10-06-2018Ever wondered what the wise investors already know? In this episode Mary Sterk shares some wisdom of the ages surrounding investing and saving.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - 09292018 - Is $1Million Enough To Retire OnSo you have 1 Million Dollars - but does that mean you can retire? In this episode Mary Sterk shares important strategies to make sure your million doesn’t run out too soon.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - 09222018 - Massive Tax Deductions Using Donor Advised FundsEver wanted to super charge your tax deductions for charitable giving? In this episode Mary Sterk shares strategies to create massive current year tax deductions using Donor Advised Funds.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
24 min - Savvy Ways To Use Your HSA - Episode #09-15-2018Ever wonder what the best way to use your HSA is? In this episode Mary Sterk covers the must know details surrounding when and how to best use your HSA.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - 6 Accounts Everyone Should Have - Episode #09-08-2018There are certain accounts that contribute to a person's financial success. In this episode Mary Sterk discusses the 6 accounts everyone should have.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - Must Know Tips If You Have A $500,000+ Portfolio - 09-01-2018Have a $500,000 + portfolio? In this episode Mary Sterk shares some Must Know Tips that you won't want to miss!
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - 10 Tips To Retire Early - Episode #08-25-2018Many people would love to retire early, but aren’t quite sure how to set things up to do so. In this episode Mary Sterk shares 10 tips to retire early.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - 3 Personal Finance Success Metrics - Episode #08-18-2018Ever wonder what creates personal financial success? In this episode Mary Sterk shares 3 critical metrics that financially successful people pay attention to.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - Money Problems - Then & Now - Episode #08-11-2018The money issues your grandparents faced have changed. In this episode Mary Sterk shares money problems from the past, and modern day solutions you can apply today.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
24 min - Best College Planning Strategies - Episode #08-04-2018College can be a wonderful experience, but it also can be very expensive! In this episode Mary Sterk shares strategies to save and plan for college.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 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…
get this…it’s not boring! Featuring The Advisors of Sterk Financial Services, including Mary Sterk, Forbes Award-winning Founding Partner & CEO.
***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/