Money Guide with Sterk Financial

Money Guide with Sterk Financial

By Sterk Financial ServicesBusiness
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Money Guide with Sterk Financial episodes

  • The Bulls & The Bears

    #BullMarkets are followed by #bearmarkets are followed by bull markets are followed by bear markets are followed by…. But what does that really mean to you? In this episode of #MoneyGuidewithMarySterk, we discuss the history of the bull and bear markets and how it impacts you.

    #stockmarket #volatility #emotions #greatdepression #portfolio #greatrecession #recession #investmentmistakes #media #panic #stocks #bonds #skew #retirement 

    Feat Mary Sterk & Kelsey Bankey

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • 3 Portfolio Pitfalls To Avoid

    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.  In this episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently make.

    #investment #buyandhold #buylowsellhigh #mutualfunds #peergroup #bonds #assetclass #volatility #retirement #interestrates 

    Feat Mary Sterk & Kelsey Bankey

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • MONEY IN A MINUTE Investing in Your 20s

    It's never too early to start investing but where do you begin?  
    #budget #debt #emergencyfund #expenses #goals #savings 
    #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

    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: MC Hammer

    Even #celebrities can spend themselves right into #bankruptcy because they are not living within their means. It sounds simple, yet millions of Americans have a problem with this. 

    #MCHammer #rapper #fortune #fame #hammerpants #plagiarize

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

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    1 min
  • Diversification Only Works If You Are Diversified

    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.  In this episode of #MoneyGuidewithMarySterk, we discuss how to #allocate and maintain a #diversified #portfolio. Feat Mary Sterk & Kelsey Bankey

    #assetclass #assetallocation #risk #risktolerance #stocks #bonds #cash #401k #saving #retirement #investment 

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    24 min
  • Estate Planning With Digital Assets

    #Estateplanning now involves more than just your #money - it also includes your #digital #assets.  In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan.

    #will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login #password #computer 

    Feat Mary Sterk & Kelsey Bankey

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • 10 Common Fears Of People With Money

    People of all #wealth levels have unique struggles, worries and challenges when it comes to #money.  In this episode of #MoneyGuidewithMarySterk, we discuss 10 of the top worries that people with larger amounts of money often have.

    #investing #loans #relationship #dating #lawsuit #health #medical #celebrities #fiduciary #identitytheft #bankstatement #encryption #children 

    Feat Mary Sterk & Kelsey Bankey

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • How The Fiduciary Rule Impacts YOU

    What is a fiduciary?  In this episode of #MoneyGuidewithMarySterk, we share what the fiduciary standard means for you and your #retirement accounts.

    #assets #rollover #IRA #advisor #CFP #risktolerance #insurance #investment #statefarm 

    Feat Mary Sterk & Kelsey Bankey

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    23 min
  • All About Your IRA

    There are many types of IRAs - and people frequently don’t understand the differences or some of the rules.  In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way.

    #taxes #rothira #taxbreak #investment #401k #roth401k 

    Feat Mary Sterk & Kelsey Bankey

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    26 min
  • Maximizing Your Social Security

    Many people are confused about the best way and the best time to begin taking their #socialsecurity check.  In this episode of #MoneyGuidewithMarySterk, we discuss ways to maximize your own personal social security.

    #retirement #lifeexpectancy #benefits #retirementplanning #retirementgoals  #widow #divorce 

    Feat Mary Sterk & Kelsey Bankey

    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…