
Sign up to save your podcasts
Or


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
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
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
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
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
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
#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
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
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
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
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…
***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/