Money Guide with Sterk Financial

Money Guide with Sterk Financial

By Sterk FinancialBusiness
Download on the App Store

Money Guide with Sterk Financial episodes

  • Got Scammed?!? 10 Steps To Recovery After A Scam
    How do you take the steps to recover from a #scam or #fraud? In this episode, we're talking about the logistical steps to take to try to recover some money, along with the emotional steps you can take, as #romancescams are now the ones that are driving the most amount of dollars taken fraudulently.
    Feat Mary Sterk & Jordan Ireland
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    26 min
  • Death & Taxes
    There are only two sure things in life: Death and Taxes. In this episode, we talk about taxes at death, as there's lots to plan and lots to know on these topics, including estate taxes and inheritance taxes.
    Feat Kelsey Bankey & Julie Chadwick
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    31 min
  • How To Invest Serious Money
    How should you invest a large amount of money? In this episode of Money Guide with Mary Sterk, we share investing strategies for serious money.
    Feat Mary Sterk & Kelsey Bankey
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    26 min
  • Retire Smart
    Have you ever worried about your money not lasting during #retirement? In this episode of "Money Guide with Mary Sterk," we share strategies to make your money last and retire smart!
    Feat Mary Sterk & Julie Chadwick
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    25 min
  • Making the Next 15 the Best 15
    "All progress starts by telling the truth." - Dan Sullivan. In this episode of "#MoneyGuidewithMarySterk, we discuss assessing where you are right now and what you can do to improve your situation.
    Feat Mary Sterk & Kelsey Bankey
    #dansullivan #financegoals #emergencyfund #fiscalresponsibility #retirement #risktolerance #conservative #lottery #ruleofthirds #savings #401k #getawayfund #fiduciary
    Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    24 min
  • The Big Beautiful Bill: Qualified Opportunity Zones
    QOZs were originally signed into law in 2017 as a part of the Tax Cut & Jobs Act and the #onebigbeautifulbill made some changes that we're walking through with you today.
    Feat Julie Chadwick & Kelsey Bankey
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    27 min
  • The Big Beautiful Bill: 529s and Trump Accounts
    We're updating you today on some of the changes that have been coming down the pipeline from the #onebigbeautifulbill including taxes, K-12 qualified education expenses and more!
    Feat Jordan Ireland & Julie Chadwick
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    17 min
  • The Big Beautiful Bill: Charitable Contributions
    As a part of our podcast series on the #onebigbeautifulbill, this episode focuses on the changes to Charitable Giving #obbba #charitablegiving #charity
    Feat Julie Chadwick & Kelsey Bankey
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    24 min
  • The Big Beautiful Bill: How The New Estate Planning Laws Affect YOU!
    In this episode of our Big Beautiful Bill podcasts, we discuss how the new estate laws inside the #onebigbeautifulbill apply to our listeners.
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    24 min
  • The Big Beautiful Bill: Social Security
    There are a lot of things that changed with the #onebigbeautifulbill act, and there's a lot of complexity to it. In this episode of #MoneyGuidewithMarySterk, we're going to bring some clarity to to it, take it piece by piece, and talk about the senior deduction.
    Feat Kelsey Bankey & Jordan Ireland
    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm
    #forbes #financialplanner #wealthmanagement #sterkfinancialservices
    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
    22 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 get this…it’s not boring! Featuring The Advisors of Sterk Financial Services, including Mary Sterk, Forbes Award-winning Founding Partner & CEO.