Money Guide with Sterk Financial

Money Guide with Sterk Financial

By Sterk Financial ServicesBusiness
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Money Guide with Sterk Financial episodes

  • New Year New Goals

    The #NewYear is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial #resolutions.  In this episode of #MoneyGuidewithMarySterk," we share 7 smart #newyearsresolutions to get your 2025 off to a great start! 

    #organization #Savings #Debt #Retirement #CreditScore #IdentityTheft #PowerofAttorney #newyearnewyou #income #debtsnowball #daveramsey #spreadsheet #coach #accountability #financialbook #dietcoke #budget #portfolio #skew #procrastination #estateplanning #assets #legaldocuments 

    Feat Mary Sterk & Kelsey Bankey

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    23 min
  • MONEY IN A MINUTE New Year Financial Resolutions

    The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year.  If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider.

    Feat Karen Van De Steeg

    #creditscore #newyearsresolutions

    #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

    Subscribe! youtube.com/@sterkfinancialservices

    Schedule an appointment with one of our advisors today! sterkfinancialservices.com



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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    1 min
  • New Year ~ New Financial Resolutions 2025

    It's time to jump-start 2025!  In this episode of #MoneyGuidewithMarySterk,  we share smart #resolutions for you to think about the year ahead and improve yourself from a financial standpoint.  

    #newyear2025 #newyearsresolution #CreditScore #EmergencyFund #Savings #Beneficiaries #PerStirpes #Will #TestamentaryTrust #PowerofAttorney

    Feat Mary Sterk & Julie Chadwick

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    24 min
  • MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids

    We’re here to give you some #Holiday #spending tips.  And who do we tend to overspend on? Our kids and grandkids!

    Feat Mary Sterk

    #holidayshopping  #budget #shopping #impulsebuying #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices


    Subscribe! youtube.com/@sterkfinancialservices

    Schedule an appointment with one of our advisors today! sterkfinancialservices.com



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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    1 min
  • MONEY IN A MINUTE Holiday Spending Tips

    If you go #holiday #shopping without a plan, you're going to risk #spending too much. Having a plan is a key piece of relieving holiday #stress.  

    Feat Karen Van De Steeg

    #holidayshopping #holidays #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices


    Subscribe! youtube.com/@sterkfinancialservices

    Schedule an appointment with one of our advisors today! sterkfinancialservices.com



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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    1 min
  • MONEY IN A MINUTE Investing in an Election Year

    According to #USNews, the S&P 500 has not declined during a #presidential re-election year since 1952 and has averaged a 12.2% annual gain in re-election years. These studies also show there is negligible difference in the #market between which party wins.

    Feat Kelsey Bankey

    #ElectionYear #InvestingTips #politics #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

    Subscribe! youtube.com/@sterkfinancialservices
    Schedule an appointment with one of our advisors today! sterkfinancialservices.com

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    1 min
  • MONEY IN A MINUTE Election Year Investing Tips

    #Investors often make their worst mistakes during uncertain times. Here are five key principles for investing in an election year. 

    Feat Jordan Ireland

    #ElectionYear #InvestingTips #politics #economy #market #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

    Subscribe! youtube.com/@sterkfinancialservices
    Schedule an appointment with one of our advisors today! sterkfinancialservices.com

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    1 min
  • Most Embarrassing Money Topics

    Understanding all aspects of your #financial life is crucial to becoming confident about #money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode of #MoneyGuidewithMarySterk, we shed light on the top 10 most embarrassing money topics - and how to start communicating about them.

    #taboo #spending #keepingupwiththejoneses #debt #redflag #creditcards #401k #spendinghabits #cashflow #debtsnowball #loan #death #personalfinance #politics #creditscore #studentloans #highereducation #savings #emergencyfund #retirement 

    Feat. Mary Sterk & Julie Chadwick

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    24 min
  • Financial Lessons From American Pickers

    What is that old stuff worth? In this episode of #MoneyGuidewithMarySterk, we share some fun #financial lessons learned from the popular TV show #AmericanPickers.

    #roadtrip #retirement #collections #memories #collectors #antiques #emotions #supplementalincome #antiquing #selling #inventory #buying #profit #networking #toys #keepsakes #valuables #thriftstore 

    Feat. Mary Sterk & Kelsey Bankey


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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • Retirement Rules Of Thumb

    There are lots of Rules Of Thumb - but which ones make sense for you? In this episode of #MoneyGuidewithMarySterk, we share some #Retirement Rules of Thumb worth paying attention to!

    #retirementplanning #savings #risk #socialsecurity #probability #inflation #ruleof72 #interestrates #lifeinsurance #salary #benefits 

    Feat Mary Sterk & Julie Chadwick

    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…