Money Guide with Sterk Financial
by Sterk Financial
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
Episodes
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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…
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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...
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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...
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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:...
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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...
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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...
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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:...
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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...
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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...
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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…
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The Big Beautiful Bill: Tips for Business Owners and Farmers
This Big Beautiful Bill is a big, big bill. In this episode (part 1 of 7), we talk about how some of the changes inside the #bigbeautifulbill specifically are going to impact business owners and farmers, and we give a few strategies that you can talk to your CPA or attorney about to see if they...
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The Big Beautiful Bill: Tax Tips You Need to Know!
There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time. In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very...
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Lifestyle Financial Planning
What is Lifestlye Financial Planning? In this episode, we share the meaning of this type of planning and how it can benefit you. Feat Mary Sterk & Julie Chadwick #moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the...
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What The Rich People Know
Have you ever wondered what the rich people know about money that you don't? In this episode, we shine some light on tips to build and maintain #wealth. Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement...
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Death Cleaning...What?!?
Part of good #estateplanning is figuring out what to do with your "stuff". In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one. #mariecondo #recycle #donate #livingwill #healthcare #powerofattorney…
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Reasons You Might NOT Be Able To Retire
Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement. Feat Mary Sterk & Julie Chadwick #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the...
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The Truth About Credit
Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit. #forbes #financialplanner #wealthmanagement #sterkfinancialservices Feat Mary Sterk & Kelsey Bankey Subscribe to the...
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What Oprah Has to Say About Money
#OprahWinfrey is a modern day icon and one of the richest women alive. In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives. Feat Mary Sterk & Kelsey Bankey #forbes #financialplanner #wealthmanagement...
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The Millionaire Myth
Many people think you need to win the #lottery or get crazy lucky to become a #millionaire. In this episode of #MoneyGuidewithMarySterk, we debunk some common #myths about how #millionaires are made. #everydaymillionaire #chrishogan #401k #riskyinvestment #investing #stockmarket #assetallocation...
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5 Expenses That STOP in Retirement
We all hear about costs rising, but did you know there are 5 specific expenses that actually decrease or go away entirely in #retirement? In this episode of #MoneyGuidewithMarySterk, we shed some light on key #expenses you WON'T have to keep planning for. #inflation #costofliving #payroll...
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Money Mistakes Entrepreneurs Make
#Entrepreneurs are known for taking #business #risk, but are they putting their portfolios at risk, too? In this episode of #MoneyGuidewithMarySterk, we share some #moneymistakes entrepreneurs make and how to avoid them! Feat Mary Sterk & Kelsey Bankey #ruleofthirds #profit #diversification #DIY...
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Early Retirement Must Do's
White sand, sunny beach… early #retirement? If that's your ideal life, you wont' want to miss this episode of #MoneyGuidewithMarySterk as we share these important must-know #earlyretirement tips! #entrepreneur #invest #profit #taxes #fees #budget #mortgage #studentloans #taxbreak #401k #wealth...
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Caring For an Aging Parent
Caring for an #aging #parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their #finances. In this episode of #MoneyGuidewithMarySterk, we discuss various strategies to assist your aging #parents with their finances - everything from…
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The Wise Investor
Ever wondered what the wise #investors already know? In this episode of #MoneyGuidewithMarySterk, we share some wisdom of the ages surrounding #investing and #saving. #risk #moneymarket #savingsaccount #financialplanner #timehorizon #modernportfolio #emergencyfund #downpayment #income #jobloss...
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The 10 Commandments of Retirement
When it comes right down to it, #retirementplanning follows some basic fundamental principles. In this episode of #MoneyGuidewithMarySterk, we detail out 10 #commandments of #retirement. #ruleofthirds #debt #tencommandments #savings #taxes #taxbracket #investments #ROTHIRA #municipalbonds #401k...
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Is $1Million Enough To Retire On?
So you have 1 Million Dollars - but does that mean you can #retire? In this episode of #MoneyGuidewithMarySterk, we share important strategies to make sure your million doesn’t run out too soon. #austinpowers #retirement #montecarlosimulation #fourpercentrule #retirementplanning...
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MONEY IN A MINUTE Investing in Your 40s
Your 40s are a very important time in your financial journey, where you want to make sure your #investments are on track for your long-term goals. One important tip to keep in mind is to not let your #emotions drive your #investment decisions. While it might be tempting to jump on the latest…
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MONEY IN A MINUTE Why Do You Need a Will?
Without a will, your #estate may be subject to state laws, which can result in your #assets being distributed in a way that you did not intend. A will can also help avoid ugly family disputes and potential legal issues. #moneyinaminute #forbes #financialplanner #investing #fiduciary...
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MONEY IN A MINUTE Investing in Times of Uncertainty
Investing mistakes compound in times of #marketvolatility, and people frequently make uneducated decisions about #investment choices. #WarrenBuffet has always cautioned against investing in businesses that you don't understand. You need to understand the #risk and the reward potential. You need…
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6 Accounts Everyone Should Have
There are certain accounts that contribute to a person's #financial success. In this episode of #MoneyGuidewithMarySterk, we discuss the 6 #accounts everyone should have. #FDIC #checkingaccount #checksandbalances #bills #personalfinance #budget #emergencyfund #savingsaccount #expenses…
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Savvy Ways to Use Your HSA
Ever wonder what the best way to use your #HSA is? In this episode of #MoneyGuidewithMarySterk, we cover the must-know details surrounding when and how to best use your #healthsavingsaccount. #savingsaccount #healthinsurance #deductible #healthcare #expenses #incometax #taxcode #prescription…
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MONEY IN A MINUTE Investing in Your 30s
By the time you’re in your 30s, many of us have started our careers, and perhaps even started families. This is also the time to think ahead and plan for the future. Here are some steps to make the most of your #investments. #financialplan #debt #emergencyfund #retirement #credit #moneyinaminute...
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Moms & Money
#MothersDay gives us a chance to celebrate our #moms and consider the fine #financiallessons they have taught us. In this episode of #MoneyGuidewithMarySterk, we share some of the great lessons we learned from our #Mothers, and some of the things we felt were most valuable to pass down to our own...
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Must-Know Tips If You Have a $500,000+ Portfolio
Have a $500,000 + portfolio? In this episode of #MoneyGuidewithMarySterk, we share some must-know tips that you won't want to miss! #portfolio #taxes #RothIRA #taxlossharvesting #ETF #capitalgains #investments #liquidity #accreditedinvestors #sequenceofreturns #risk Feat Mary Sterk & Kelsey…
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10 Tips To Retire Early
Many people would love to #retire early, but aren’t quite sure how to set things up to do so. In this episode of #MoneyGuidewithMarySterk, we share 10 tips to retire early #vacation #savings #assets #income #paycheck #wealth #401k #IRA #IRS #investments #socialsecurity #equity #discipline Feat…
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MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift
#TaylorSwift is known for being quite savvy with her money - here are some lessons we can learn from her experiences. #recordlabel #recordings #albums #contracts #brandpartnerships #endorsements #collaborations #albumsales #tours #merchandise #investments #moneyinaminute #forbes #financialplanner...
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Money Problems - Then & Now
The #money issues your grandparents faced have changed. In this episode of #MoneyGuidewithMarySterk, we share #moneyproblems from the past, and modern day solutions you can apply today. #pension #socialsecurity #income #costofliving #wages #expenses #housing #mortgage #retirement #carpayments...
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MONEY IN A MINUTE What is a Certified Financial Planner?
In this episode of #MoneyinaMinute, Mary Sterk tells her story of “Welfare to Wealth Management” and answers the question you may be wondering: What is a CFP®? #welfare #foodstamps #lowincomehousing #CFP #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement...
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MONEY IN A MINUTE Celebrity Money Mistakes: FloJo
One of the greatest lessons that we can take from #celebrity money mistakes is this: Don’t keep your will in a secret location. #FloJo #Olympics #Beneficiaries #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth...
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3 Personal Finance Success Metrics
Ever wonder what creates personal financial success? In this episode of #MoneyGuidewithMarySterk, we share 3 critical #metrics that financially successful people pay attention to. #cashflow #income #overspending #savings #christmas #holidayspending #holidayshopping #taxrefund #starbucks…
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MONEY IN A MINUTE 12-Month Financial Strategy
Let’s kick your year off with a simple financial approach designed to last the year! #accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k...
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Impact Investing Basics
We all want to live in a better world. Is #impactinvesting the way to go? In this episode of #MoneyGuidewithMarySterk, we share tips and strategies so you know if impact #investing is right for you. #sociallyresponsible #quakers #methodist #esginvesting #environmental #investments #portfolio...
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New Year New Goals
The #NewYear is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial #resolutions. In this episode of #MoneyGuidewithMarySterk," we share 7 smart #newyearsresolutions to get your 2025 off to a great start! #organization #Savings...
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MONEY IN A MINUTE New Year Financial Resolutions
The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year. If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are...
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New Year ~ New Financial Resolutions 2025
It's time to jump-start 2025! In this episode of #MoneyGuidewithMarySterk, we share smart #resolutions for you to think about the year ahead and improve yourself from a financial standpoint. #newyear2025 #newyearsresolution #CreditScore #EmergencyFund #Savings #Beneficiaries #PerStirpes #Will...
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MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids
We’re here to give you some #Holiday #spending tips. And who do we tend to overspend on? Our kids and grandkids! Feat Mary Sterk #holidayshopping #budget #shopping #impulsebuying #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor...
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MONEY IN A MINUTE Holiday Spending Tips
If you go #holiday #shopping without a plan, you're going to risk #spending too much. Having a plan is a key piece of relieving holiday #stress. Feat Karen Van De Steeg #holidayshopping #holidays #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning...
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MONEY IN A MINUTE Investing in an Election Year
According to #USNews, the S&P 500 has not declined during a #presidential re-election year since 1952 and has averaged a 12.2% annual gain in re-election years. These studies also show there is negligible difference in the #market between which party wins. Feat Kelsey Bankey #ElectionYear...
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MONEY IN A MINUTE Election Year Investing Tips
#Investors often make their worst mistakes during uncertain times. Here are five key principles for investing in an election year. Feat Jordan Ireland #ElectionYear #InvestingTips #politics #economy #market #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement...
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Most Embarrassing Money Topics
Understanding all aspects of your #financial life is crucial to becoming confident about #money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode of #MoneyGuidewithMarySterk, we shed light on the top 10 most embarrassing money topics - and how to start...
About this show
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
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