Sign up to save your podcasts
Or
Share Money Guide with Sterk Financial
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Money Guide with Sterk Financial
By Sterk Financial ServicesBusiness
Money Guide with Sterk Financial episodes
- Don't Make These Investing Mistakes Episode #03-11-2017Investment management has a lot of moving pieces - and it is easy to make a mistake that can have costly consequences. In this episode Mary Sterk discusses some common investor mistakes and shares tactics to avoid these portfolio pitfalls.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
24 min - Time Tested Strategies For Today's Investor - Episode #03-04-2017Stocks have outpaced bonds and inflation over time despite wars, recessions, political upheaval, terrorism, and other market shaking events. Investors are often at a loss for what to think given the current economy. In this episode Mary Sterk discussed some time tested strategies that still apply for today's savvy investor.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - Financial Lessions From Epic Movies - Episode #02-25-2017Movies brings a smile and warm memories to many people. The Academy Awards celebrate great films each year, and we celebrate the financial lessons held within them! Join us to hear what helped bring the market down during the big recession of 2008, and how not to lose your marriage and your house! In this episode Mary Sterk shares fun financial lessons learned from some of our favorite epic movies.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
22 min - When Your Parents Are Aging - Episode #02-18-2017Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk discusses various strategies to assist your aging parents with their finances - everything from bill paying to structuring investment to nursing home decisions. Learn about setting up estate planning documents, Social Security rules and how Medicare works. Listen in to help take the complexity and uncertainty out of parent care and move forward with clarity and confidence.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - Taking Care Of The One You Love - Episode #02-11-2017We all love someone, and there are smart ways to take care of that special someone financially. As Valentines day approaches, and love is in the air, take time to make sure your ducks are all in a row. In this episode Mary Sterk shares strategies to ensure your loved ones are well taken care of when it comes to finances and estate planning.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
24 min - Top 10 Financial Tips For Women Over 50 - Episode #02-04-2017Financial issues matter at every age, but as we move into our 50's there are some important things to be aware of. Health Insurance, social security and investment planning can be quite complex. Join us for tips to help make sure you have your ducks in a row. In this episode Mary Sterk explores the top 10 financial tips for women over 50.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
23 min - Grandparent Money Wisdom - Episode #01-28-2017Grandparents have so much to offer - a life rich with tradition, an ear to lend, and best of all - wise financial advice. Our countries older generations have lived through a lot - recessions, wars and major economic shifts. The lessons they have learned are valuable to us all. In this episode Mary Sterk shares 4 pieces of sound financial advice that grandparents can share with the family they love. This time tested advice will set the tone for great and open discussions 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
24 min - Financial Tips By The Decades - Episdoe #01-21-2017Financial goals shift as you age. What matters most in your twenties has often changed as you approach retirement in your sixties. In this episode Mary Sterk dives into some top financial priorities decade by decade - sharing a financial tidbit that is relevant for everyone!
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
24 min - How A New President Might Affect Your Money - Episode #01-14-2017We will inaugurate a new president on January 20th, and many people are wondering what that means to their own pocketbook. From taxes to health care to international trade deals there is likely to be a lot of change ahead. While no one can predict the future, in this episode Mary Sterk takes a look at the president elect's stated priorities to get a flavor of what might be ahead.
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
24 min - Get Your Retirement Ducks In A Row - Episode #01-07-2017Are your retirement ducks in a row? From the financial to the health related there are a lot of complex details to get into place before you pull the retirement trigger. Many people facing retirement are confused about health insurance options, Social Security choices, and how to invest their retirement accounts. In this episode Mary Sterk discusses these issues and highlights strategies to prepare for a successful retirement. She also offers a unique set of tools that will help you with your planning so you can retire with confidence.
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…
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/