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Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stock
Feat Mary Sterk & Kelsey Bankey
#agriculture #tech #financial #johndeere #investing #fundamentalanalysis #pricetoearning #metrics #stockmarket #cashflow #profitability #portfolio #technicalanalysis #trend #risk #daytrading #standarddeviation #volatility #beta #dividend
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
#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
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
We all recognize #Oprah is an icon. She’s truly a #ragstoriches story and has undoubtedly learned a lot of lessons about #money in her life.
#oprahwinfrey
#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
The Fed has bumped up the #interestrates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode of #MoneyGuidewithMarySterk, we share how rising interest rates actually affects YOU.
Feat Mary Sterk & Kelsey Bankey
#federalreserve #inflation #bank #loan #fixedincome #socialsecurity #wealth #strategy #refinance #mortgage #savings #bonds
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses.
#JustinTimberlake #MySpace #Facebook #Bono #U2 #PalmPilot #smartphone
#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
#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health. Some people prefer to retire early to enjoy leisure years, while others continue working for as long as they can.
#retirementplan
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include:
#investing #blackmonday #tech #assetclasses #portfolio #equity #cash #assetallocation #stockmarket #sku #diversity
Feat Mary Sterk & Kelsey Bankey
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
What #celebrity money mistake did we learn from #MikeTyson? Ears are not for biting and #money doesn’t last forever. Tyson was the world #heavyweight champion, worth over $300 million at the height of his career in boxing. However, his career came to a sudden halt in 1997 with the legendary ear-biting incident with #EvanderHolyfield. And his ridiculous spending habits continued beyond his lucrative career resulting in bankruptcy.
#boxing
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an experienced team working tirelessly as fiduciaries for their best interest.
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices
Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/
#ForbesAwardWinner #WealthManagement #EstatePlanning
Are your retirement ducks in a row? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss the main issues that face retirees and how to approach them so you can retire with confidence. Topics include:
Emotions
Health Insurance
Medicare
Nursing Home
Assets
Income
Liquidity
Taxes
Investments
Skew
Stocks
401(k)
Risk
Legal Documents
Will
Power of Attorney
Portfolio
Asset Allocation
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/