Money Guide with Sterk Financial

Money Guide with Sterk Financial

By Sterk Financial ServicesBusiness
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Money Guide with Sterk Financial episodes

  • How to Pick a Stock

    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

    25 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

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

    25 min
  • MONEY IN A MINUTE Oprah Money Quote

    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

    1 min
  • How Do Rising Interest Rates Impact Me?

    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

    22 min
  • MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake

    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

    1 min
  • MONEY IN A MINUTE: When Should You Retire?

    #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

    1 min
  • Time-Tested Strategies for Today's Investor

    #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

    24 min
  • MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson

    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

    1 min
  • MONEY IN A MINUTE What is a Fiduciary?

    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

    1 min
  • Get Your Retirement Ducks In A Row

    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

    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…