The Secure Act brought sweeping changes into the Retirement Planning arena. But how does it affect YOU? In this episode,Mary Sterk shares the changes that are most impactful, and how to understand the personal effect to your own situation.

Did you know that employee financial stress is costing your business mega dollars in lost productivity? In this episode Mary Sterk sheds some light on the true cost of this issue, and creative solutions to boost productivity by easing the stress on your team.

Ever wondered what questions everyone else is asking about money? In this episode Mary Sterk dives into the most common googled financial questions - and provides some great answers!

"Grandparents have so much wisdom to offer - including financial advice. The lessons they have learned from a lifetime of handling money are valuable to us all.

In this episode Mary Sterk shares sound financial advice that you can share with your grandkids. This proven advice will set the tone for great chats with grandkids who are eager to learn a thing or two about money."

Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode Mary Sterk shares some tips to help you maximize your QCD opportunity.

Socially responsible investing is an investment strategy that has been gaining recognition and traction in recent years. With news of shady and illegal investment deals becoming common, some investors have begun to insist that the companies they invest in make socially responsible choices. In this episode Mary Sterk dives into the nuts and bolts of socially conscious investing to help you determine if it's a right fit for your portfolio.

Have you heard about The Fragile Decade - the one that could blow up your whole retirement plan? In this episode Mary Sterk explores the concept of the fragile decade and how to try to mitigate the risks associated with it so you can retire with more confidence.

Can you lay your hands easily on your birth certificate? That is a perfect test for how organized you really are! In this episode Mary Sterk shares tips about what financial information to focus on organizing.

What a bummer- Medicare costs are going up! In this episode Mary Sterk shares what to expect from the recent Medicare cost hikes and how they can impact your retirement budget.

The 5 Biggest Retirement Mistakes To Avoid - Episode #10-05-19 by Sterk Financial