Money Guide with Sterk Financial

Money Guide with Sterk Financial

By Sterk Financial ServicesBusiness
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Money Guide with Sterk Financial episodes

  • 3 Portfolio Pitfalls To Avoid - Episode #10-07-2017
    Managing your portfolio has a lot of moving pieces.  Whether you are a do-it-yourself-er or just want to go beyond the basics it's important to learn about investing at a higher level. Avoiding these all too common Portfolio Pitfalls can make a difference to your overall financial success in the long run. In this episode Mary Sterk discusses 3 key strategies of strong portfolio management to help avoid common pitfalls that investors frequently make.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    23 min
  • What Is Robo - Advice - Episode #09-30-2017
    It's big in the news - robo-advice for discounted costs. But is it right for you? In this episode Mary Sterk discusses the pros and cons of robo-advice and shares insight about how the human touch can often make a difference.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    23 min
  • Diversification Only Works If You Are Diversified - Episode #09-23-2017
    Many investors think they understand the concept of diversification - but most portfolios fall victim to skew which can damage results in both an up or down market. Why? Because asset classes respond different to stimuli in the world. What works in one setting may not work in another. In this episode Mary Sterk discusses how to allocate and maintain a diversified portfolio.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    22 min
  • Estate Planning With Digital Assets - Episode #09-09-2017
    Estate planning now involves more than just your money - it also includes your digital assets. Passwords, photos, digital intellectual property - the values can add up to significant amounts. However many people ignore these things in their estate plan. In this episode Mary Sterk shares smart ideas on how to include digital assets in your estate plan.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    23 min
  • Do Natural Disasters Affect The Market - Episode # 09-02-2017
    Floods, tsunamis, hurricanes - what do they all have in common? Financial devastation for many involved. The recent damage from Hurricane Harvey begs the question - do natural disasters affect the markets? In this episode Mary Sterk investigates the ripple affect in the markets caused by some of the world's largest disasters.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    24 min
  • Back To School Special - Saving For College - Episode #08-26-2017
    It's back to school time and college savings is on many peoples minds. Parents & Grandparents alike can learn how how to best help that budding scholar - from 529 plans to life insurance to Roth IRA's. In this episode Mary Sterk discusses several ways to save for college on a tax favored basis.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    24 min
  • Retirement Planning For The High Net Worth - Episode #08-19-2017
    Retirement for the high net worth comes with it's own particular brand of unique financial planning issues. In this episode Mary Sterk discusses strategic advice for those with portfolios of over a million dollars.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    22 min
  • Marriage And Money - Episode # 08-12-2017
    It's no surprise that money issues can create stress fractures in even the strongest of marriages. In this episode Mary Sterk talks about great questions for couples to discuss that are designed to best understand each others money mindsets.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    23 min
  • Tax Hacks - Episode #07-29-2017
    Don’t pay a dollar more taxes then you have to! Sure - this is good advice, but it can be complicated to find every deduction and credit you can take. In this episode Mary Sterk shares a few mid year tax hacks to help keep more of your money in your own pocket.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    20 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…