Money Guide with Mary Sterk Podcast

Reduce your Taxes With Charitable Giving - Episode #10-16-21 from 2021-11-11T20:58:08

Many of our clients give to charitable organizations - both for personal satisfaction and for the tax deductions. In this episode, Mary Sterk shares ways to create positive impact on the world and...

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What Women Need To Know about Retirement - Episode #08-28-21 from 2021-09-09T19:13:41

Women face a unique set of challenges when it comes to investment and retirement planning. In this episode, Mary Sterk breaks down some critical issues and how to wrap solutions around them.

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The Retirement Planning Timeline - Episode #08-14-21 from 2021-08-24T17:50:31

Ever wondered when you should be doing certain things to help plan your retirement? In this episode, Mary Sterk breaks down key strategies and when to deploy them leading up to your retirement date.

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Understanding Key Investing Concepts - Episode #07-17-21 from 2021-08-09T21:28:44

There is a lot to know when it comes to investing. In this episode, Mary Sterk dives into some key investing concepts to help educate you on your path to portfolio management.

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7 Tips If You Are Nervous About The Markets - Episode #07-03-21 from 2021-07-22T17:09:53

Skittish about the current markets? Inflation and political concerns creating anxiety? In this episode, Mary Sterk shares 7 tips for those who are nervous about today's markets.

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The Great Resignation - Revamping Career & Retirement Plans Post-COVID 19 - Episode #06-26-21 from 2021-07-11T19:01:51

The pandemic gave people time to really think about what matters most. For many, that means less time working. In this episode, Mary Sterk discusses The Great Resignation that may be upon us, and...

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What Does Asset Allocation Really Mean? Episode #06-12-21 from 2021-06-18T18:46:25

It's easy to say you need to have good asset allocation - but what does that really mean? In this episode, Mary Sterk dives into a deeper understanding about allocating assets in a way that really...

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Afraid of Inflation? Episode #05-29-21 from 2021-06-10T18:00:22

Recent headlines have been talking about runaway inflation - but should it really strike fear into your heart? In this episode, Mary Sterk dives into how inflation affects your own pocketbook and ...

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Retiring in Uncertain Times - Episode #05-08-21 from 2021-05-20T14:01:48

If you’re not confident that your retirement plan is
on track to deliver the lifestyle you want amid historic
levels of uncertainty, you’re in the right place. In this episode, Mary Sterk ...

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MG041021FinalMaster from 2021-04-21T22:29:24

Ever wonder what money moves to make before you turn 65? In this episode Mary Sterk shares 4 strategies that are key to put in place before your 65th birthday!

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Spring Clean Your Finances! - Episode #04-17-21 from 2021-04-21T20:31:41

It's that time of year - spring is busting out all over! People are clearning out their flower beds, their garages… and their finances! In this episode Mary Sterk shares some valuable spring clea...

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4 Money Moves Before You Turn 65 #04-10-21 from 2021-04-21T20:29:24

Ever wonder what money moves to make before you turn 65? In this episode Mary Sterk shares 4 strategies that are key to put in place before your 65th birthday!

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4 Money Moves Before You Turn 65 from 2021-04-21T20:29:24

Ever wonder what money moves to make before you turn 65? In this episode Mary Sterk shares 4 strategies that are key to put in place before your 65th birthday!

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Avoid these celebrity money mistakes! - Episode # 03-27-21 from 2021-04-05T16:22:11

So many celebrities have made big money mistakes. How can you avoid them? In this episode Mary Sterk shares strategies to avoid making the same mistakes that cost the celebrities millions!

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3 Pillars of Holistic Retirement Planning - Episode #03-13-21 from 2021-03-15T14:03:44

A great retirement is about more than just the money - its about your whole life. In this episode Mary Sterk shares 3 key pillars that can contribute to a retirement worth living.

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Investing When Markets Feel Too High - Episode #03-06-21 from 2021-03-09T14:45:17

Feeling concern about high markets? You are not alone! Many investors begin to feel uncomfortable as markets climb, wondering how long it can last. In this episode Mary Sterk shares strategies ...

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How the proposed Biden tax changes may affect you - Episode #02-13-21 from 2021-02-18T22:35:16

Wondering how the proposed Biden tax changes may affect you and your pocketbook? In this episode Mary Sterk discusses some of the provisions and how they may impact you, your family, and your money.

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Why Being Alive Now is the Best It's Ever Been - Episode #12-19-20 from 2020-12-18T14:29:04

This year has been a doozy! But if you really look at things, this is the best time to ever have been alive. In this episode Mary Sterk breaks down key areas that have improved over time and how ...

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2020 End Of Year Tax Tips from 2020-12-08T15:17:40

2020 End Of Year Tax Tips by Mary Sterk

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What Will Your Legacy Be? - Episode #11-14-20 from 2020-11-24T21:00:52

What impact do you want to make on the world when you are gone? Will part of your legacy be financial? In this episode Mary Sterk dives into strategies surrounding the question - What will your l...

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Investing During Uncertainty - Episode #11-07-20 from 2020-11-10T21:03:04

When there is uncertainty in the world, emotions tend to drive investing decisions. That could cost you a lot in the long run. In this episode Mary Sterk shares strategies to manage your emotions...

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Avoiding Investing Extremes - Episode #10-31-20 from 2020-11-03T14:22:49

Investing your portfolio is a delicate dance - and extreme views can potentially trip you up. In this episode Mary Sterk shares some extreme investing views and how to avoid them.

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How Far Will $1 Million Dollars Go In Retirement? - Episode #10-24-20 from 2020-11-02T14:16:53

Who wants to be a millionaire? And if you are, will that get you through a comfortable retirement? In this episode Mary Sterk shares tips and strategies to help make a million dollar portfolio la...

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Reducing The Risk In Your Portfolio - Episode #10-17-2020 from 2020-10-20T16:27:45

Concerned about big losses if the market goes down? In this episode Mary Sterk shares ways to potentially de-risk your portfolio to smooth out the effects of wild market volatility.

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Top 10 Things To Know About IRA's - Episode #10-03-2020 from 2020-10-06T18:05:16

IRA's can be confusing for people - what type should I use? How much can I put in? How are they taxed? In tis episode Mary Sterk sheds light on the top 10 things to know about IRA's.

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What To Do With Your 401(k) - Episode #09/26/20 from 2020-09-29T15:34:57

What should you do with your old 401(k) plans? And how should you be setting up your current ones? In this episode Mary Sterk delves into the options, pros and cons surrounding your 401(k).

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5 Things Every Woman Should Know about Investing - Episode #09/12/20 from 2020-09-14T13:18:48

Financial independence is important to women. And for those women looking to build wealth, having the right mindset and investing skills is key. In this episode Mary Sterk shares 5 important thin...

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The Home Stretch: Seven Key Strategies during the Decade Before You Retire - Episode #08/29/20 from 2020-09-14T13:16:24

Retirement right around the corner? In this episode Mary Sterk shares seven key strategies that you should put into action during the decade before you retire.

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The Election and Your Investments - Episode #09/05/20 from 2020-09-09T20:18:19

The presidential election is right around the corner, and this time seems different. In this episode Mary Sterk looks at the markets during past elections and shares key things to consider about m...

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Farm Estate Planning - When Your Legacy Is The Land - Episode #08/15/20 from 2020-08-24T14:26:15

Passing down the family farm can be full of difficult decisions. What is fair is not always equal, and what is equal is not always fair. In this episode Mary Sterk sheds light on some ways to effe...

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Estate Planing During The Covid 19 Crisis - Episode #08-08-20 from 2020-08-10T17:53:45

The Covid-19 crisis has made many of us rethink our own mortality -and thus our estate plans. In this episode Mary Sterk shares important tips regarding setting up your estate and financial planin...

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Investing Despite Negative News - Episode #08-01-20 from 2020-07-21T19:08:15

Sick of the news? It seems every time you turn around there is another negative headline. It's enough to make any investor shake in their boots! In this episode Mary Sterk shares a historical pe...

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Laid Off? Top 5 Tips If You Lost Your Job - Episode #07-25-20 from 2020-07-21T18:58:42

Losing a job is one of the most stressful experiences a person can go through. Unfortunately there are many victims of job reductions due to the pandemic. In this episode Mary Sterk shares the to...

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What's All The Fuss About Negative Interest Rates? - Episode #07-11-20 from 2020-07-21T18:53:23

There is a lot of chatter in the financial industry right now about negative interest rates. But what are they and how do they affect YOU? In this episode Mary Sterk breaks down what negative int...

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What Covid-19 Taught Us About Retirement - Episode #07-04-20 from 2020-07-06T14:41:56

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 app...

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Emotions & The Market - Episode #06-27-20 from 2020-07-06T14:40:55

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 duri...

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Social Security Must Knows - Episode #06-20-20 from 2020-07-06T14:39:13

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 do...

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Market Rebound Opportunities - Episode #06-13-20 from 2020-07-06T14:37:55

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 mar...

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9 Decades Of Bulls & Bears - Episode #06-06-20 from 2020-06-18T17:44:05

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

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Investing In Your 50's - Episode #05-30-20 from 2020-06-01T15:52:47

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 ac...

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How Your Spending Impacts the Markets - Episode #05-23-20 from 2020-06-01T15:49:30

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 betwe...

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Are The Markets Disconnected From Reality? Episode #05-16-20 from 2020-05-18T13:53:48

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 ma...

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Ticking Time Bombs That Can Destroy Your Retirement - Episode #05-09-20 from 2020-05-11T18:18:26

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 ...

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Revisiting Roth Conversions - Episode #05-02-20 from 2020-05-04T13:35:50

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 ...

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Retirement Planning During The Covid 19 Crisis - Episode #04-25-20 from 2020-05-04T13:32:36

Wondering if your retirement plans have been derailed because of the Covid 19 crisis? In this episode Mary Sterk discusses what has changed, what remains the same, and how to plan for retirement a...

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Reducing Taxes In Retirement - Episode #4 - 18 - 20 from 2020-04-15T14:49:16

Afraid taxes will take a big bite out of your retirement money? In this episode Mary Sterk shares some very important tax challenges that faces retirees, and how to put strategies in place to keep...

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10 Ways the Care Act Affects You - Episode #04-11-20 from 2020-04-13T18:46:57

The Care Act, passed on March 27 2020, contained a multitude of provisions to help stimulate the economy. In this episode Mary Sterk explains 10 provisions that directly affect you and your pocket...

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Finding Opportunities in Crazy Markets - Episode #04-04-20 from 2020-04-07T14:41:25

Opportunities abound inside of volatile markets - if you know where to look for them. In this episode, Mary Sterk shares a number of strategies you can use to take advantage of the current markets,...

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Investing In a Steep Market Decline - Episode #03-28-20 from 2020-03-31T18:56:18

The recent volatility in the market has many investors feeling nervous about their investment portfolio. In this episode Mary Sterk reviews what has transpired in the recent market downturn, and w...

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Finding Balance With Money - Episode #03-21-2020 from 2020-03-31T18:42:07

Money doesn’t come with instructions, and sometimes it's difficult to find balance in your relationship with it. In this episode Mary Sterk shares strategies to find that elusive balance to help b...

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Investing In Times Of Uncertainty - Episode #03-14-20 from 2020-03-16T20:55:27

Emotions can take a heavy toll on investment returns. In this episode Mary Sterk dives into what mistakes to avoid and how to stay on track with your investing In times of uncertainty.
Informa...

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Coronavirus and the Markets - Episode 03-07-20 from 2020-03-10T13:27:35

Many people are afraid that a pandemic like the Coronavirus will devastate the markets. In this episode Mary Sterk shares insights on past health scares and how they have affected broad markets ov...

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Estate Planning Mistakes That Could Cost You Mega Bucks - Episode #2-29-20 from 2020-03-02T19:32:52

Making simple mistakes in your estate planning can cost a lot of money. In this episode Mary Sterk and special guest attorney Dan Dykstra share strategies to avoid losing mega bucks due to poor pl...

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Horrible Money Habits - Episode #02-22-20 from 2020-02-28T19:52:41

Do you have habits that are sabotaging your financial success? In this episode Mary Sterk digs into some horrible money habits and how to recover from them!

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How The New Secure Act affects YOU! - Episode #02-15-20 from 2020-02-28T19:51:37

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 understan...

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Boost Employee Productivity With These Key Financial Strategies - Episode #02-08-20 from 2020-02-28T19:47:42

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 sol...

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The Most Googled Financial Questions - Episode #02-01-20 from 2020-02-25T17:52:29

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!

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Teaching Your Grandkids about Money - Episode #01-18-2020 from 2020-01-20T21:21:13

"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...

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Reduce Your Taxes with QCD's - Episode #01-11-20 from 2020-01-14T16:30:42

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. B...

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Socially Conscious Investing - Episode #01-04-2020 from 2020-01-14T16:25:19

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 inves...

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The Fragile Decade - Episode #12-21-19 from 2019-12-23T20:12:37

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 th...

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Time To Get Organized - Episode #12-14-19 from 2019-12-23T20:03:52

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 ...

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Bad News Seniors - Your Medicare Costs Are Going Up - Episode #12-07-19 from 2019-12-23T19:51:16

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.

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The 5 Biggest Retirement Mistakes To Avoid - Episode #10-05-19 from 2019-12-13T18:37:09

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

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Money Mistakes To Avoid - Episode #11-30-19 from 2019-12-03T14:46:01

All too often, holiday stress tends to dominate our holiday experience. Without a doubt this time of year challenges us with unique expenses. In this episode Mary Sterk shares time tested strateg...

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What Smart Women Need To Know About Money - Episode #08-31-19 from 2019-11-25T20:11:49

What Smart Women Need To Know About Money - Episode #08-31-19 by Mary Sterk

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Financial Tips For The Holidays - Episode #11-23-19 from 2019-11-22T14:39:26

All too often, holiday stress tends to dominate our holiday experience. Without a doubt this time of year challenges us with unique expenses. In this episode Mary Sterk shares time tested strateg...

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Micro Habits That Can Create Financial Success - Episode #11-16-19 from 2019-11-22T14:14:49

Small daily habits can contribute to your financial success. In this episode Mary Sterk discusses several micro habits that can boost your financial life in a positive way!

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Financial Changes When You Lose A Spouse - Episode #09-21-19 from 2019-11-13T14:43:36

Financial Changes When You Lose A Spouse - Episode #09-21-19 by Mary Sterk

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Retire Like The Rich Do - Episode #11-09-19 from 2019-11-12T15:58:47

If you want to retire like the rich do, you have to learn some of the basic money lessons the rich know and practice. In this episode Mary Sterk shares strategies designed to create the financial ...

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End Of The Year Tax Tips - Episode #11-02-19 from 2019-11-12T15:54:07

There is still time to capture some tax deductionsthis year. In this episode Mary Sterk shares some tips and strategies surrounding end of year tax planning.

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Talking To Aging Parents About Their Finances - Episode #10-26-19 from 2019-11-12T15:49:41

Talking to your aging parents about their finances can be a rough conversation - full of hidden pitfalls and awkward pauses. But it doesn't have to be. In this episode Mary Sterk shares valuable ...

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Should You Take A 401(k) Loan - Episode #10-19-19 from 2019-11-12T15:44:48

Many people wonder if taking a 401(k) loan is a smart move. In this episode Mary Sterk discusses pros and cons of 401(k loans to help you make a strong decision.

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Financial Recovery After A Divorce - Episode #10-12-19 from 2019-11-12T15:41:16

Adjusting to life financially after a divorce can be a complex and very emotional journey. In this episode Mary Sterk guides you through some tips and strategies to make that post divorce financia...

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Do I Really Need Life Insurance - Episode #09-28-19 from 2019-10-03T14:26:31

Do you really need life insurance? In this episode Mary Sterk sheds light on the life insurance arena to help you decide if you really need some.

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Keep More Of Your Money With Tax Sensitive Allocation - Episode #09-14-19 from 2019-09-17T15:35:28

At the end of the day it'snot how much you earn, it's how much you KEEP of what you earned. In this episode Mary Sterk shares ways to keep more with a concept called tax sensitive allocation.

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Top 3 Estate Planning Must Do's - Episode #09-07-19 from 2019-09-09T21:27:22

Don't want your family fighting after you are gone? In this episode Mary Sterk shares the top 3 estate planning Must Do's to prevent your estate planning from turning into a horror story!

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What The Wealthy Know About Retirement - Episode #08-24-19 from 2019-08-26T14:49:06

What do the wealthy know about retirement that you don’t? In this episode Mary Sterk shares key strategies that the wealth use during retirement that might help you create financial success!

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LTC Insurance - Episode #08-17-19 from 2019-08-26T14:43:09

Don't want to lose your life savings to the nursing home? In this episode Mary Sterk shares ways to effectively plan for long term care without sacrificing all of your heard earned assets!

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Making The Most Of Your Social Security - Episode #08-10-19 from 2019-08-26T14:30:08

Many people are confused about the best way and the best time to begin taking their social security check. In this episode Mary Sterk discusses ways to maximize your own personal social security.

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College Savings Top Tips - Episode #08-03-19 from 2019-08-26T14:26:13

Back to school equals time to save for college! In this episode Mary Sterk discusses several ways to save for college on a tax favored basis.

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Rules Of The Roth - Episode #07-27-2019 from 2019-07-29T15:18:42

Roth IRA's can be a fantastic tool for retirement - if you follow the rules! In this episode Mary Sterk shares the Rules Of The Roth.

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Don't Let Money Ruin Your Marriage - Episode #07-20-19 from 2019-07-24T13:06:24

Money issues can create complications in even the strongest of marriages. In this episode Mary Sterk discusses items that can create discord, and how to overcome marriage & money obstacles.

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Who Wants To Be A 401(k) Millionaire - Episode #07-13-19 from 2019-07-24T13:00:59

What might become your biggest retirement asset? Your 401(k)! In this episode Mary Sterk shares some tips to help maximize the power of your 401(k).

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Avoiding Portfolio Pitfalls - Episode #07-06-19 from 2019-07-24T12:56:49

Managing your portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics it's important to learn about investing at a higher level. In this epis...

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The Truth About Retirement For Women - Episode #06-29-19 from 2019-07-24T12:52:33

The sad truth is that there are some unique retirement planning challenges that women face. In this episode Mary Sterk sheds light on the issues and solutions to help you make the most of your ret...

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Special Needs Planning - Episode #06-22-2019 from 2019-06-25T20:01:06

When you have a special needs situation there are some unique financial planning methods available to you. In this episode, Mary Sterk dives into effective planning tools for the special needs peo...

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Keeping Tabs On Your Important Documents - Episode #06-15-2019 from 2019-06-18T13:35:45

We keep our "stuff" in so many places - in files, in a safe, on-line, or at the bank safety deposit box. How can you keep them all straight? In this episode Mary Sterk shares ways to keep yoursel...

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Answering The Financial Questions That Count - Episode #06-08-2019 from 2019-06-11T20:39:52

Ever wished you had answers to your financial questions? In this episode Mary Sterk shares some of the most commonly asked questions …and the answers you have been dying to know!

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The Key Numbers Of 2019 - Episode #06-01-2019 from 2019-06-11T20:38:08

In today's busy world there are SO many numbers to keep track of! In this episode Mary Sterk shares key financial numbers that are important to YOU!

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The Truth About Investment Fees - Episode #04-27-2019 from 2019-06-11T20:32:21

Most investments have some type of fee. In this episode Mary Sterk demysifies how investment fees work so you can understand how to make your money work for you.

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Plan, Protect, Grow - Episode #04-20-2019 from 2019-06-11T19:07:14

What do you want for your wealth? In this episode Mary Sterk discusses ways to plan, protect and grow your money.

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Invest Like A Pro - Episode #05-25-2019 from 2019-05-28T13:28:23

Investing has a lot of moving parts - and it is easy to make mistake's that can have big consequences. In this episode Mary Sterk discusses some common investor mistakes and shares tactics invest...

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Ready To Retire - Episode #05-18-2019 from 2019-05-20T13:07:05

Many people facing retirement are confused about health insurance options, Social Security choices, and how to invest their retirement accounts. In this episode Mary Sterk discusses these issues a...

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This Ain't Your Mama's Money - Episode #05-11-2019 from 2019-05-13T14:09:15

Mother's Day gives us a chance to celebrate our moms and consider the fine financial lessons they have taught us. In this episode Mary Sterk shares some of the ways finances have changed over the ...

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Spring Clean Your Finances - Episode #05-04-2019 from 2019-05-06T15:05:32

Cleaning your home and yard is a time-honored tradition as spring begins to bloom. But have you ever thought to spring-clean your finances? In this episode Mary Sterk shares nuggest of wisdom to h...

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How To Invest Serious Money - Episode #04-13 19 from 2019-04-17T16:32:58

How should you invest a large amount of money? In this episode Mary Sterk shares investing strategies for serious money.

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When Financial Disaster Strikes - Episode #04-06-19 from 2019-04-11T13:43:32

Sometimes disaster strikes, and it can leave us reeling and in search of answers. In this episode Mary Sterk explores several major types of financial disasters - along with how to prepare for and...

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Retire Smart - Episode #03-30-2019 from 2019-04-03T18:22:32

Have you ever worried about your money not lasting during retirement? In this episode Mary Sterk shares strategies to make your money last and retire smart!

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Decluttering Your Financial Life - Episode # 03-23-2019 from 2019-03-25T15:44:23

Getting and staying organized isn't easy! In this episode Mary Sterk shares some Marie Kondo - like tips to help you decluter your financial life!

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What The Rich People Know - Episode #03-16-2019 from 2019-03-19T19:58:39

Have you ever wondered what the rich people know about money that you don't? In this episode Mary Sterk shines some light on tips to build and maintain wealth.

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Should You Retire At The Same Time As Your Spouse - Episode #03-09-2019 from 2019-03-11T14:20:02

Some people retire together, and some tagger their dates. Is there a best way? In this episode Mary Sterk explores the pros and cons of separate retirement dates.

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The Top 4 Things To Know When Your Company Closes Its Doors - Episode #03-02-2019 from 2019-03-08T14:51:12

When your company closes it's doors it can be quite traumatic for everyone. In this episode Mary Sterk shares the top 5 must know tips if you are the one locked out in the cold!

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Money In Retirement - Episode #02-23-2019 from 2019-02-25T15:49:45

There is a lot more to retirement than money, but the more you have, the more confident you will be! In this episode Mary Sterk shares proven strategies to handle money during retirement.

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Making The Next 15 The Best 15 - Episode#02-16-2019 from 2019-02-18T16:47:24

As Sterk Financial Services celebrates is 15 year anniversary, we pause to consider how to make the next 15 years even better. In this episode Mary Sterk shares tips to make the next 15 the best 15.

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Lifestyle Financial Planning - Episode# 02-09-2019 from 2019-02-11T16:15:36

What is Lifestyle Financial Planning? In this episode Mary Sterk shares the meaning of this type of planning and how it can benefit you.

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Putting A Government Budget Into Real Terms - Episode #02-02-2019 from 2019-02-11T15:27:19

Understanding how the government budgets can give yo insight into your own! In this episode Mary Sterk shares insight about the government budgeting process, the shutdown, and how that relates to ...

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Reasons You Might NOT Be Able To Retire - Episode# 01-26-2019 from 2019-01-28T15:04:50

Planning for retirement can be complex. In this episode Mary Sterk sheds light on some pitfalls that might block your path towards a comfortable retirement.

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Money Tips From The Worlds Wealthiest Women - Episode #01-19-2019 from 2019-01-21T15:59:43

So you want to retire rich? If so listen in as Mary Sterk shares financial tips from some of the worlds wealthiest women.

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Death Cleaning - What?!? - Episode #01-12-2019 from 2019-01-14T15:07:23

Part of good estate planning is figuring out what to do with your "stuff". In this episode Mary Sterk shares tips for cleaning out your own stuff, as well as ways to handle the estate of a loved one.

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Finance In Your 50's - Episode #01-05-2019 from 2019-01-11T15:40:49

In your 50's and thinking ahead towards retirement? In this episode Mary Sterk shares top money tips for the financially savvy in their 50's!

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New Year - New Financial Resolutions - Episode #12-29-2018 from 2018-12-31T16:01:58

New Year - new resolutions! In this episode Mary Sterk shares smart resolutions for listeners to jump start 2019!

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The Truth About Credit - Episode #12-15-2018 from 2018-12-17T15:53:31

Good credit is a major part of a healthy financial life. In this episode Mary Sterk shares some must know nuggets of truth surrounding having excellent credit.

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The Millionaire Myth - Eplisode #12-08-2018 from 2018-12-10T16:07:35

Many people thing you need to win the lottery or get crazy lucky to become a millionaire. In this episode Mary Sterk debunks some common myths about how millionaires are made.

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What Oprah Has To Say About Money - Episode #12-01-2018 from 2018-12-06T19:28:26

Oprah Winfrey is a modern day icon and one of the richest women alive. In this episode Mary Sterk shares some of Oprah's money quotes and how to integrate this wisdom in our daily lives.

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Money Mistakes Entrepreneurs Make - Episode #11-24-2018 from 2018-11-26T14:36:21

Entrepreneurs are known for taking business risk, but are they putting their portfolios at risk too? In this episode Mary Sterk shares some money mistakes entrepreneurs make and how to avoid them!

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11172018 - Timely Tax Tips from 2018-11-20T19:37

You still have time to capture some timely end of the year tax deductions. In this episode Mary Sterk shares some wisdom surrounding end of year tax strategy.

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Avoiding Holiday Financial Stress - Episode #11-10-2018 from 2018-11-15T20:07:10

While holiday's bring cheer, they also challenge us with a unique layer of financial stress. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and enjoy your...

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5 Expenses That STOP In Retirement - Episode #11-03-2018 from 2018-11-06T14:02:45

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 Mary Sterk sheds some light on keys expense...

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Early Retirement Must Do's - Episode #10-27-2018 from 2018-10-29T13:53:30

White sand, sunny beach… early retirement? If that's your ideal life you wont' want to miss Mary Sterk sharing these important must know early retirement tips!

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Caring For An Aging Parent - Episode #10-20-2018 from 2018-10-22T14:03:17

Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk discusses various st...

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The 10 Commandments Of Retirement - Episode # 10-13-2018 from 2018-10-16T13:08:08

When it comes right down to it, retirement planning follows some basic fundamental principles. In this episode Mary Sterk details out 10 commandments of retirement.

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The Wise Investor - Episode #10-06-2018 from 2018-10-08T13:46:40

Ever wondered what the wise investors already know? In this episode Mary Sterk shares some wisdom of the ages surrounding investing and saving.

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09292018 - Is $1Million Enough To Retire On from 2018-10-01T16:28:18

So you have 1 Million Dollars - but does that mean you can retire? In this episode Mary Sterk shares important strategies to make sure your million doesn’t run out too soon.

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09222018 - Massive Tax Deductions Using Donor Advised Funds from 2018-09-25T13:13:31

Ever wanted to super charge your tax deductions for charitable giving? In this episode Mary Sterk shares strategies to create massive current year tax deductions using Donor Advised Funds.

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Savvy Ways To Use Your HSA - Episode #09-15-2018 from 2018-09-17T14:46:44

Ever wonder what the best way to use your HSA is? In this episode Mary Sterk covers the must know details surrounding when and how to best use your HSA.

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6 Accounts Everyone Should Have - Episode #09-08-2018 from 2018-09-17T14:44:27

There are certain accounts that contribute to a person's financial success. In this episode Mary Sterk discusses the 6 accounts everyone should have.

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Must Know Tips If You Have A $500,000+ Portfolio - 09-01-2018 from 2018-09-17T14:37:33

Have a $500,000 + portfolio? In this episode Mary Sterk shares some Must Know Tips that you won't want to miss!

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10 Tips To Retire Early - Episode #08-25-2018 from 2018-08-27T13:38:57

Many people would love to retire early, but aren’t quite sure how to set things up to do so. In this episode Mary Sterk shares 10 tips to retire early.

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3 Personal Finance Success Metrics - Episode #08-18-2018 from 2018-08-21T13:58:36

Ever wonder what creates personal financial success? In this episode Mary Sterk shares 3 critical metrics that financially successful people pay attention to.

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Money Problems - Then & Now - Episode #08-11-2018 from 2018-08-21T13:48:27

The money issues your grandparents faced have changed. In this episode Mary Sterk shares money problems from the past, and modern day solutions you can apply today.

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Best College Planning Strategies - Episode #08-04-2018 from 2018-08-06T13:51:49

College can be a wonderful experience, but it also can be very expensive! In this episode Mary Sterk shares strategies to save and plan for college.

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Retirement Advice From Actual Retired People - Episode #07-28-2018 from 2018-07-30T14:44:20

There are a lot of experts who provide guidance when it comes to retirement. In this episode Mary Sterk shares insights from actual retired people about what they have found to be the most importa...

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Should I Invest In Real Estate - Episode #07-21-2018 from 2018-07-23T14:19:24

You may have heard that investing in real estate can be a good idea. In this episode Mary Sterk talks about some important real estate investing basics so you can better understand if it's a good...

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6 Expensive Things That Are Totally Worth The Money - Episode #07-14-2018 from 2018-07-16T19:32:43

There is no end of ways we can spend our hard earned cash. In this episode Mary Sterk talks about 6 of them that might be expensive, but from a quality of life perspective are totally worth it!

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The Investor's Journey - Episode #07-07-2018 from 2018-07-10T19:04:06

An investor's journey covers a lot of life events - from your first real job to spending your last dollar. In this episode Mary Sterk highlights different parts in that journey and important tidbit...

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6 Hot Button Retirement Topics - Episode #06-30-2018 from 2018-07-02T15:06:08

There are a lot of hot button topics that can impact your retirement regardless of your political stance. In this episode Mary Sterk talks about 6 of them that might impact YOU!

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Impact Investing Basics - Episode #06-23-2018 from 2018-06-25T13:12:32

We all want to live in a better world. Is impact investing the way to go? In this episode Mary Sterk shares tips and strategies so yo know if impact investing is right for you.

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10 Most Embarrassing Money Topics - Episode #06-16-2018 from 2018-06-18T14:37:57

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 Mary St...

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The Family Love Letter - Episode# 06-09-2018 from 2018-06-11T13:36:27

The primary goal of estate planning is to protect and preserve your family, not your assets. In this episode Mary Sterk shares how a Family Love Letter can help you do just that.

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Financial Lessons From American Pickers - Episode#06-02-2018 from 2018-06-06T14:31:50

What is that old stuff worth? In this episode Mary Sterk shares some fun financial lessons learned from the popular TV show American Pickers.

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Estate Planning DONT'S - Episode #05-19-2018 from 2018-05-22T13:24:20

You might think the rich and famous had it all figured out - but the aftermaths of their estate planning nightmares show us that is definitely not true! In this episode Mary Sterk shares some famo...

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05122018 - Hobbies That Can Fund Retirement from 2018-05-14T14:36:35

Many people are interested in gradually transitioning into retirement. A great way to semi-retire is to pursue hobbies that can also bring in some cash. In this episode Mary Sterk shares a number ...

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Top Tips For Pension Lump Sum Buyout Options - Episode #05-05-2018 from 2018-05-07T14:54:40

Got a pension that is offering you a lump sum buyout option? Comparing the choices can be confusing. In this episode Mary Sterk shares top tips to help you understand the best choice for you when...

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Turning Retirement Savings Into Retirement Income - Episode #04-28-2018 from 2018-04-30T14:04:05

The art of saving and investing money is totally different than the art of turning that savings into retirement income. In this episode Mary Sterk shares must-know tips to maximize your retirement...

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Spring Clean Your Finances - Episode #04-21-2018 from 2018-04-27T17:34:48

Spring is upon us! It's a fresh start, and many people like to freshen their finances! In this episode Mary Sterk shares tips to Spring Clean Your Finances.

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Wisdom Of Great Investors - Episode #04-14-2018 from 2018-04-27T17:31:49

There are many experts in the investment field. In this episode Mary Sterk shares nuggets of wisdom from some of the greatest minds in financial history. From Warren Buffett to Peter Lynch - you ...

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10,000 Days Of Retirement - Episode #04-07-2018 from 2018-04-27T17:26:06

Did you know that most retirements average around 27 years…. And that is 10,000 days! You might be preparing for it, but retirement is not the final goal. In this episode Mary Sterk shares ways t...

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Retirement Rules Of Thumb - Episode #03-31-2018 from 2018-04-03T13:40:07

There are lots of Rules Of Thumb - but which ones make sense for you? In this episode Mary Sterk shares some Retirement Rules of Thumb worth paying attention to!

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Brain Disease & Money - Episode #03-24-2018 from 2018-03-26T15:02:36

When you love someone that has a brain disease, you may find yourself in a caregiver role both for health and finance. In this episode Mary Sterk shares ways to spot the need to offer assistance a...

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March Is Asset Management Awareness Month - Episode #03-17-2018 from 2018-03-19T19:16:06

Did you know that March Is Asset Management Awareness Month? In this episode Mary Sterk shares key strategies you should be aware of when investing your hard earned money.

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When Do You Need A Financial Planner - Episode #03-10-2018 from 2018-03-12T14:29:18

If you could achieve all of your financial dreams just by snapping your fingers and saving a few dollars life would be very simple! But since things are a bit more complex, you may need a financia...

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When Markets Correct - Episode #03-03-2018 from 2018-03-06T20:41:13

Corrections scare the heck out of people. For some, panic sets in and it feels like they could loose it all. In this episode Mary Sterk discusses market corrections and what to be thinking about ...

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Surprising Retirement Expenses You Might Not Know About - Episode #02-24-2018 from 2018-02-26T16:58:57

So you think you have your retirement budge all planned out. Think again! In this episode Mary Sterk shares some surprising retirement expenses that you might not know about.

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Why Do Lottery Winners Go Broke - Episode #02-17-2018 from 2018-02-19T19:25

You have heard the story a dozen times - former lottery winner now is dead broke. Why does this happen? There are some reasons that seem to repeat themselves, and some strategies that you can use...

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How To Invest When Markets Are High - Episode #02-10-2018 from 2018-02-13T16:23:04

Investing money is complex - and different strategies make the most sense in certain market cycles. In this episode Mary Sterk shares some smart strategies for investing when the markets are high.

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How Does Tax Reform Affect Me - Episode #02-03-2018 from 2018-02-13T16:21:58

The Tax Reform has passed, but how does it affect you? In this episode Mary Sterk shares a number of changes that might impact your tax situation going forward.

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Divorce And Your Money - Episode #01-27-2018 from 2018-02-13T16:18:32

Divorce is difficult - emotionally and financially. In this episode Mary Sterk will educate you about important factors to consider as you move through your divorce towards a brighter future.

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The Surprising Truth About Long Term Care Insurance - Episode #01-20-2018 from 2018-01-24T19:30:11

Long Term Care Insurance can be both confusing and costly. In this episode Mary Sterk will eliminate the complexity. Listen as she explains in simple terms how typical policies work, and how to ...

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The 5 Years Before Retirement - Episode #01-06-2018 from 2018-01-24T19:28:27

If you are within 5 years of retirement there are some important ducks to get in a row. In this episode Mary Sterk reviews crucial decisions to make during the 5 years before retirement.

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What's In Your Soon Bucket - Episode #10-14-2017 from 2018-01-17T20:48:13

What's In Your Soon Bucket - Episode #10-14-2017 by Mary Sterk

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5 Financial Resolutions If You Are Over Age 50 - Episode #12-30-2017 from 2018-01-04T15:38:45

The New Year is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial resolutions. If you are over age 50, there are some specif...

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Financial Tips From Holiday Movies - Episode #12-23-2017 from 2017-12-27T16:29:14

The holiday movie tradition brings a smile and warm memories to many people. But did you know that holiday movies are filled with great money lessons?In this episode Mary Sterk shares fun financia...

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Milestone Birthdays - Episode #12-16-2017 from 2017-12-19T19:33

Certain ages bring with them certain financial changes. In this episode Mary Sterk discusses 6 milestone birthdays and how they impact you.

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Easy Tips To Start Saving Today - Episode #12-09-2017 from 2017-12-14T20:37:34

Sometimes getting started is the hardest part. If you are wanting to establish yourself financially - or if you are looking to help kids or grandchildren get a solid footing, tune in to hear Mary ...

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5 Secrets Of Wealthy Women - Episode # 12-02-2017 from 2017-12-14T20:36:15

Women are controlling more of the wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode Mary Sterk shares 5 Secrets of Wealthy Women.

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What Is Your Money Really Worth - Episode #11-25-2017 from 2017-12-08T14:08:48

Money is an important part of life - no doubt about it. It provides food, shelter and clothing - along with security, comfort and fun. But what is your money really worth? In this episode Mary Ster...

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End Of Year Tax Planning - Episode #11-18-2017 from 2017-11-22T20:58:29

As the end of the year approaches you may want to take stock to see if there are any strategic tax strategies you need to implement by year end. In this episode Mary Sterk share insights about sma...

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The Bulls & The Bears - Episode #11-11-2017 from 2017-11-22T20:57:26

Bull markets are followed by bear markets are followed by bull markets are followed by bear markets are followed by…. But what does that really mean to you? In this episode Mary Sterk discusses th...

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Five Holiday Financial Strategies - Episode #11-04-2017 from 2017-11-22T20:56:03

Festive decorating, chaotic traveling, buying gifts, and Chrismas cooking tend to dominate our holiday experience. Without a doubt the holiday's challenge us with obligations and unique expenses. ...

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Getting The Most Out Of Your Social Security - Episode #10-28-2017 from 2017-10-30T13:59:55

When does another $1,000 of income trigger a 55% tax? In this episode Mary Sterk discussed how income, capital gains, and social security integrate to create your retirement tax bill. Learn how t...

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The Family Estate Organizer - Episode #10-21-2017 from 2017-10-24T13:20:22

Staying organized and on top of your financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no l...

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3 Portfolio Pitfalls To Avoid - Episode #10-07-2017 from 2017-10-11T15:43:40

Managing your portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics it's important to learn about investing at a higher level. Avoiding the...

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What Is Robo - Advice - Episode #09-30-2017 from 2017-10-02T14:06:04

It's big in the news - robo-advice for discounted costs. But is it right for you? In this episode Mary Sterk discusses the pros and cons of robo-advice and shares insight about how the human tou...

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Diversification Only Works If You Are Diversified - Episode #09-23-2017 from 2017-09-25T14:31:54

Many investors think they understand the concept of diversification - but most portfolios fall victim to skew which can damage results in both an up or down market. Why? Because asset classes res...

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You Have A Transition You Need A Plan - Episode #09-16-2017 from 2017-09-18T14:33:11

You Have A Transition You Need A Plan - Episode #09-16-2017 by Mary Sterk

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Estate Planning With Digital Assets - Episode #09-09-2017 from 2017-09-11T13:31:35

Estate planning now involves more than just your money - it also includes your digital assets. Passwords, photos, digital intellectual property - the values can add up to significant amounts. How...

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Do Natural Disasters Affect The Market - Episode # 09-02-2017 from 2017-09-05T19:40:01

Floods, tsunamis, hurricanes - what do they all have in common? Financial devastation for many involved. The recent damage from Hurricane Harvey begs the question - do natural disasters affect th...

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Back To School Special - Saving For College - Episode #08-26-2017 from 2017-08-29T15:57:04

It's back to school time and college savings is on many peoples minds. Parents & Grandparents alike can learn how how to best help that budding scholar - from 529 plans to life insurance to Roth I...

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Retirement Planning For The High Net Worth - Episode #08-19-2017 from 2017-08-22T17:57:53

Retirement for the high net worth comes with it's own particular brand of unique financial planning issues. In this episode Mary Sterk discusses strategic advice for those with portfolios of over ...

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Marriage And Money - Episode # 08-12-2017 from 2017-08-22T17:51:36

It's no surprise that money issues can create stress fractures in even the strongest of marriages. In this episode Mary Sterk talks about great questions for couples to discuss that are designed ...

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Tax Hacks - Episode #07-29-2017 from 2017-08-11T13:28:13

Don’t pay a dollar more taxes then you have to! Sure - this is good advice, but it can be complicated to find every deduction and credit you can take. In this episode Mary Sterk shares a few mid ...

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10 Common Fears Of People With Money - Episode #08-05-2017 from 2017-08-09T13:23:49

People of all wealth levels have unique struggles, worries and challenges when it comes to money. While the financial problems of the wealthy may often be labeled "first world problems", they stil...

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How Do People Get Rich - Episode # 07-22-2017 from 2017-07-24T15:05:33

There are only a few ways to actually get rich. In this episode Mary Sterk shares wise words to help you on your money making journey.

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Spending During Your Golden Years - Episode # 07-15-2017 from 2017-07-17T20:23:31

Many people simply have no idea how much money they will spend when they retire. It all comes down to the lifestyle you want to live and how you wish to spend your time. In this episode Mary Ster...

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Budget Friendly Ways To Entertain Your Grandkids This Summer - Episode #07-08-2017 from 2017-07-17T20:20:44

Summer can get really expensive when the grandkids come to stay! In this episode Mary Sterk offers some budget friendly ideas to enjoy the lazy summer days with those grandkids you love - without ...

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How The Fiduciary Rule Impacts YOU! - Episode #07-01-2017 from 2017-07-17T20:19:57

After many delays, the new DOL rules went into effect June 9 regarding the fiduciary standard. This impacts consumers in a variety of ways. If you have money in retirement accounts, it affects mo...

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Investing For Women - Episode #06-24-2017 from 2017-06-27T14:42:25

Investing For Women - Episode #06-24-2017 by Mary Sterk

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All About Your IRA - Episode #06-17-2017 from 2017-06-19T14:22:44

There are many types of IRA's - and people frequently don’t understand the differences or some of the rules. In this episode Mary Sterk gives you an IRA overview in a simple and easy to understand...

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When Nobody Wants Your Parent's Stuff - Episode #06-10-2017 from 2017-06-13T13:20:39

When Nobody Wants Your Parent's Stuff - Episode #06-10-2017 by Mary Sterk

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Bridal Bucks - Episode #06-03-2017 from 2017-06-07T19:44:33

You're getting married! Finances are a major part of your new union. Each person brings their financial background, money philosophies, spending habits into the new marriage. Good communication ...

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Worth It Or Not Worth It - Episode #05-27-2017 from 2017-05-30T16:05:17

We all want to make smart financial decisions. With so much information easily accessible through the internet you would think that would be easy! But most people still feel confused. In this ep...

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Money Tips For The Graduate - Episode #05-20-2017 from 2017-05-22T14:17:10

Graduates have a lot of financial things coming at them. High school grads are contemplating how to pay for college, moving out on their own and getting their first real job. College grads today...

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Mom's & Money - Episode #05-13-2017 from 2017-05-15T15:04:21

Mother's Day gives us a chance to celebrate our moms and consider the fine financial lessons they have taught us. From metering out an allowance for chores, to re-purposing items most would have t...

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Surviving Financial Stress - Episode #05-06-2017 from 2017-05-09T19:43:18

Dealing with money can be uber stressful. Several studies indicate financial stress can lead to symptoms similar to PTSD! In this episode Mary Sterk discusses several of the most stressful finan...

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The Top 4 Worries Before You Retire - Episode #04-29-2017 from 2017-05-01T15:23:25

Are you ready to retire? Are you sure? The questions begin to swirl - will I run out of money? What do I do with my social security? How does Medicare work? Are my investments set up properly?...

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Maximizing Your Social Security - Episode #04-22-2017 from 2017-04-25T19:40:59

Many people are confused about the best way and the best time to begin taking their social security check. Do you take it right when you retire? If you delay is that a good idea? Is it different...

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Is Your Home Renovation Worth It - Episode #04-15-2017 from 2017-04-18T13:29:22

Spring is in the air and many of you are knee deep in spring cleaning projects. That often causes us to loo at our homes with a fresh eye. People often question if putting money into home improve...

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Control From The Grave - Episode #04-08-2017 from 2017-04-11T13:13:55

Are your children & grandchildren responsible enough to handle a large inheritance? We would like to think that they are, but the reality is that many young people are not equipped to handle the p...

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How Do Rising Interest Rates Impact Me? Episode #04-01-2017 from 2017-04-03T14:41:14

The Fed has bumped up the interest rates twice in the last 6 months, and says they intend to keep doing so over the next few years. But what does that mean to your own pocketbook? In this epis...

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Do THIS With Your Old 401k - Episode #03-25-2017 from 2017-03-28T13:38:15

Many people have 401k accounts from prior jobs. They often wonder what is the best plan for that money. Many investors simply just leave it there - not by choice - but by default...it's the easie...

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How To Pick A Stock - Episode #03-18-2017 from 2017-03-20T18:39:48

Buying and selling stocks should come down to a specific evaluation process - but is that what you are really doing? Some investors are just playing hunches. Some investors have some type of buy...

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Don't Make These Investing Mistakes Episode #03-11-2017 from 2017-03-15T13:52:23

Investment management has a lot of moving pieces - and it is easy to make a mistake that can have costly consequences. In this episode Mary Sterk discusses some common investor mistakes and share...

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Time Tested Strategies For Today's Investor - Episode #03-04-2017 from 2017-03-06T19:39:29

Stocks have outpaced bonds and inflation over time despite wars, recessions, political upheaval, terrorism, and other market shaking events. Investors are often at a loss for what to think given t...

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Financial Lessions From Epic Movies - Episode #02-25-2017 from 2017-02-28T15:52:40

Movies brings a smile and warm memories to many people. The Academy Awards celebrate great films each year, and we celebrate the financial lessons held within them! Join us to hear what helped bri...

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When Your Parents Are Aging - Episode #02-18-2017 from 2017-02-20T17:33:12

Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk discusses various st...

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Taking Care Of The One You Love - Episode #02-11-2017 from 2017-02-13T15:39:47

We all love someone, and there are smart ways to take care of that special someone financially. As Valentines day approaches, and love is in the air, take time to make sure your ducks are all in a...

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Top 10 Financial Tips For Women Over 50 - Episode #02-04-2017 from 2017-02-07T15:00:08

Financial issues matter at every age, but as we move into our 50's there are some important things to be aware of. Health Insurance, social security and investment planning can be quite complex. J...

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Grandparent Money Wisdom - Episode #01-28-2017 from 2017-01-30T14:43:36

Grandparents have so much to offer - a life rich with tradition, an ear to lend, and best of all - wise financial advice. Our countries older generations have lived through a lot - recessions, war...

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Financial Tips By The Decades - Episdoe #01-21-2017 from 2017-01-23T15:18:20

Financial goals shift as you age. What matters most in your twenties has often changed as you approach retirement in your sixties. In this episode Mary Sterk dives into some top financial priorit...

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How A New President Might Affect Your Money - Episode #01-14-2017 from 2017-01-16T15:37:28

We will inaugurate a new president on January 20th, and many people are wondering what that means to their own pocketbook. From taxes to health care to international trade deals there is likely to...

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Get Your Retirement Ducks In A Row - Episode #01-07-2017 from 2017-01-09T20:27:31

Are your retirement ducks in a row? From the financial to the health related there are a lot of complex details to get into place before you pull the retirement trigger. Many people facing retirem...

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New Year New Goals - Episode #123116 from 2017-01-03T16:43:19

New Year New Goals - Episode #123116 by Mary Sterk

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Financial Lessons From Holiday Movies - Episode #122416 from 2016-12-27T14:17:40

Financial Lessons From Holiday Movies - Episode #122416 by Mary Sterk

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Teaching Kids About Money - Episode #121716 from 2016-12-21T15:23:54

Teaching Kids About Money - Episode #121716 by Mary Sterk

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RMDs And IRAs - Episode #121016 from 2016-12-12T21:54:34

RMDs And IRAs - Episode #121016 by Mary Sterk

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Planning For A Rainy Day - Episode #120316 from 2016-12-07T17:06:49

Planning For A Rainy Day - Episode #120316 by Mary Sterk

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Holiday Spending Mistakes - Episode #112616 from 2016-11-28T16:13:33

Holiday Spending Mistakes - Episode #112616 by Mary Sterk

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Giving Money Away - Episode #111916 from 2016-11-21T16:34:17

Giving Money Away - Episode #111916 by Mary Sterk

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Elections & The Market - Episode #110516 from 2016-11-14T14:52:59

Elections & The Market - Episode #110516 by Mary Sterk

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Four Retirement Expenses That May Surprise You - Episode #111216 from 2016-11-14T14:52:01

Four Retirement Expenses That May Surprise You - Episode #111216 by Mary Sterk

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What's In A Retirement Plan - Episode #102916 from 2016-11-03T18:43:35

What's In A Retirement Plan - Episode #102916 by Mary Sterk

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8 Must Know Tips For Caregivers - Episode #102216 from 2016-10-25T17:06:03

8 Must Know Tips For Caregivers - Episode #102216 by Mary Sterk

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Medicare Made Simple - Episode #101516 from 2016-10-24T14:31:56

Medicare Made Simple - Episode #101516 by Mary Sterk

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Is Your Financial Advisor Ripping You Off - Episode #100816 from 2016-10-13T19:14

Is Your Financial Advisor Ripping You Off - Episode #100816 by Mary Sterk

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Six Smart Business Strategies - Episode #100116 from 2016-10-10T15:04:31

Six Smart Business Strategies - Episode #100116 by Mary Sterk

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Life Insurance Made Simple - Episode #092416 from 2016-10-05T13:07:07

Life Insurance Made Simple - Episode #092416 by Mary Sterk

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Six Keys To More Successful Investing - Episode #091016 from 2016-09-22T21:07:06

Six Keys To More Successful Investing - Episode #091016 by Mary Sterk

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Understanding Social Security - Episode #091716 from 2016-09-22T20:35:47

Understanding Social Security - Episode #091716 by Mary Sterk

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Financial Lessons From Dear Old Dad - Episode #090316 from 2016-09-22T20:17:07

Financial Lessons From Dear Old Dad - Episode #090316 by Mary Sterk

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So You Inherited Money...Now What - Episode #082716 from 2016-09-07T19:32:28

So You Inherited Money...Now What - Episode #082716 by Mary Sterk

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Planning For Travel - Episode #082016 from 2016-08-26T13:23:48

Planning For Travel - Episode #082016 by Mary Sterk

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Your Money Philosophy - Episode #081316 from 2016-08-22T14:49:32

Your Money Philosophy - Episode #081316 by Mary Sterk

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Are You Fire Proof - Episode #080616 from 2016-08-12T16:03:32

Are You Fire Proof - Episode #080616 by Mary Sterk

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How Not To Be Average - Episode #070216 from 2016-08-09T13:46:45

How Not To Be Average - Episode #070216 by Mary Sterk

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Retirement Planning Pitfalls - Episode #073016 from 2016-08-08T18:54:15

Retirement Planning Pitfalls - Episode #073016 by Mary Sterk

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Demystifying Investment Expenses And Fees - Episode #072316 from 2016-08-02T16:47:47

Demystifying Investment Expenses And Fees - Episode #072316 by Mary Sterk

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Can You Afford To Retire - Episode #070916 from 2016-07-27T15:47:24

Knowing the right time to retire can be tricky. There are a lot of things to consider. In this episode Mary Sterk sheds light on the core components that you will want to address before pulling t...

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Not All Assets Are Equal In A Divorce - Episode #071616 from 2016-07-26T14:17:36

Negotiating for assets is part of most divorces. In this episode Mary Sterk will explain how assets differ in real value even if the monetary amount might look the same.

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