We have all learned many life lessons during the Covid-19 pandemic. But what has it taught us specific to retirement? In this episode Mary Sterk breaks down some key points that affect people approaching retirement that became very apparent during the 2020 down markets.

When things are great we tend to think that nothing can stop us. When they are bad, we fear catastrophic failure. In this episode Mary Sterk takes you through the emotions and investor feels during a typical market cycle, and how you can use this knowledge to avoid common mistakes.

Claiming your Social Security is an action most Americans have to take, yet there are over 500 different possible combinations of benefits you can choose from. In this episode Mary Sterk breaks down the main points of social security so you can begin to make an educated decision about how you claim benefits.

The market has rebounded from it's covid-19 lows. So what should you be doing now with your portfolio? In this episode Mary Sterk shares strategies that focus on the opportunities within this market rebound.

Markets go up and markets go down. In this episode Mary Sterk breaks down the major events and how the markets reacted over the last 9 decades.

Source: Franklin Templeton

Once the big 5-0 has rolled around, investing can take on a whole new perspective. So what should you be doing when investing in your 50's? In this episode Mary Sterk shares practical tips and actionable strategies to maximize your investment planning in your 50's.

There are a lot of headlines right now about consumer spending being down. But what does that mean to your portfolio and the market as a whole? In this episode Mary Sterk shares connections between the markets and how yo spend your hard earned dollars.

There is a lot of chatter in the media about the stock markets being disconnected from the reality of the current Covid-19 economy. In this episode Mary Sterk shares some key insights about how markets and recessions interconnect.

So you have planned for a good retirement, and then BOOM. Something catches you off guard that you didn’t financially plan for. In this episode Mary Sterk shares some ticking time bombs that can destroy your retirement - and how to plan around them.

With the downturn in the market the first quarter of 2020, and the passing of the CARES act - its time to revisit the concept of Roth conversions. In this episode Mary Sterk shares the rules, the strategy and what to consider to determine if a Roth conversion is right for you.