Podcast
Money Guide with Sterk Financial
Hosted by Sterk Financial Services · EN
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.
***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/
11episodes
Episodes
Newest firstAll episodes
When Your Pension Terminates!
2d ago00:18:25Tap to summarizeWhat happens when your pension goes away? Scary topic, isn't it? In this episode, we talk about what's actually happening when the pension terminates, what you should expect as an employee, what actions you should be taking and what common mistakes you should avoid.Feat Mary Sterk & Jordan IrelandSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →Keeping Tabs On Your Important Documents
1w ago00:24:33Tap to summarizeWe keep our "stuff" in so many places - in files, in a safe, online, or at the bank safety deposit box. How can you keep them all straight? In this episode, we share ways to keep yourself organized with a Personal Document Locator.Feat Mary Sterk & Julie ChadwickSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →Answering the Financial Questions that Count
3w ago00:25:21Tap to summarizeEver wished you had answers to your financial questions? In this episode, we share some of the most commonly asked questions …and the answers you have been dying to know!Feat Mary Sterk & Kelsey BankeySchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →Got Scammed?!? 10 Steps To Recovery After A Scam
Jun 900:25:05Tap to summarizeHow 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 IrelandSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →Death & Taxes
May 2200:30:45Tap to summarizeThere 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 ChadwickSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →How To Invest Serious Money
Apr 1400:25:01Tap to summarizeHow 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 BankeySubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →Making the Next 15 the Best 15
Apr 1400:23:48Tap to summarize"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/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →Retire Smart
Apr 1400:24:46Tap to summarizeHave 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 ChadwickSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →The Big Beautiful Bill: Qualified Opportunity Zones
Mar 1600:26:36Tap to summarizeQOZs 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 BankeySubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →The Big Beautiful Bill: 529s and Trump Accounts
Mar 900:16:23Tap to summarizeWe'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 ChadwickSubscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservicesSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contactSchedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/#ForbesAwardWinner #WealthManagement #EstatePlanning
Transcribe →