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Money Guide with Sterk Financial
By Sterk Financial ServicesBusiness
Money Guide with Sterk Financial episodes
- Moms & Money
#MothersDay gives us a chance to celebrate our #moms and consider the fine #financiallessons they have taught us. In this episode of #MoneyGuidewithMarySterk, we share some of the great lessons we learned from our #Mothers, and some of the things we felt were most valuable to pass down to our own children.
#repurposing #garagesales #macdonalds #bargain #iowastatefair #beneficiaries #retirement
Feat Mary Sterk & Kelsey BankeySchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
26 min - Must-Know Tips If You Have a $500,000+ Portfolio
Have a $500,000 + portfolio? In this episode of #MoneyGuidewithMarySterk, we share some must-know tips that you won't want to miss!
#portfolio #taxes #RothIRA #taxlossharvesting #ETF #capitalgains #investments #liquidity #accreditedinvestors #sequenceofreturns #risk
Feat Mary Sterk & Kelsey Bankey
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/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
25 min - 10 Tips To Retire Early
Many people would love to #retire early, but aren’t quite sure how to set things up to do so. In this episode of #MoneyGuidewithMarySterk, we share 10 tips to retire early
#vacation #savings #assets #income #paycheck #wealth #401k #IRA #IRS #investments #socialsecurity #equity #discipline
Feat Mary Sterk & Julie ChadwickSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
25 min - MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift
#TaylorSwift is known for being quite savvy with her money - here are some lessons we can learn from her experiences.
#recordlabel #recordings #albums #contracts #brandpartnerships #endorsements #collaborations #albumsales #tours #merchandise #investments
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices
Feat Jordan Ireland
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
1 min - Money Problems Then & Now
The #money issues your grandparents faced have changed. In this episode of #MoneyGuidewithMarySterk, we share #moneyproblems from the past, and modern day solutions you can apply today.
#pension #socialsecurity #income #costofliving #wages #expenses #housing #mortgage #retirement #carpayments #budget #budgeting #identitytheft #healthcare #healthsavingsaccount #debt #creditcards #creditcarddebt
Feat Mary Sterk & Julie ChadwickSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
26 min - MONEY IN A MINUTE What is a Certified Financial Planner?
In this episode of #MoneyinaMinute, Mary Sterk tells her story of “Welfare to Wealth Management” and answers the question you may be wondering: What is a CFP®?
#welfare #foodstamps #lowincomehousing #CFP
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices
Feat Mary Sterk
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
2 min - MONEY IN A MINUTE Celebrity Money Mistakes: FloJo
One of the greatest lessons that we can take from #celebrity money mistakes is this: Don’t keep your will in a secret location.
#FloJo #Olympics #Beneficiaries
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices
Feat Julie Chadwick
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
1 min - 3 Personal Finance Success Metrics
Ever wonder what creates personal financial success? In this episode of #MoneyGuidewithMarySterk, we share 3 critical #metrics that financially successful people pay attention to.
#cashflow #income #overspending #savings #christmas #holidayspending #holidayshopping #taxrefund #starbucks #incomegap #retirement #paycheck #debt #assets #networth
Feat Mary Sterk & Kelsey BankeySchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
25 min - MONEY IN A MINUTE 12-Month Financial Strategy
Let’s kick your year off with a simple financial approach designed to last the year!
#accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices
Feat Mary Sterk
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
2 min - Impact Investing Basics
We all want to live in a better world. Is #impactinvesting the way to go? In this episode of #MoneyGuidewithMarySterk, we share tips and strategies so you know if impact #investing is right for you.
#sociallyresponsible #quakers #methodist #esginvesting #environmental #investments #portfolio #morals #ethical #globaleconomy #energyconsumption #economy #sustainability #sdggoals #poverty #zerohunger #cleanwater #sanitation #genderequality
Feat Mary Sterk & Kelsey BankeySchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
25 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/