So you want to retire rich?  If so, listen in to this episode of "Money Guide with Mary Sterk" as Mary shares financial tips from some of the world's wealthiest women.  Topics include:
J.K. Rowling
Naomi Judd
Heidi Klum
Georgina Hancock Rinehart
Abigail Johnson

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Money Tips from the World's Wealthiest Women

Recession talk is on everybody’s mind. When people get emotional and nervous about investing, they start to make mistakes. In this episode of “Money Guide with Mary Sterk,” Mary shares tips to help you understand recessions, and strategic ideas to help you navigate your investments during a recession. Topics include: 
Risk-Aligned Investing 
Flexible Selling Pattern 
Flexible Spending 
Diversification 
Asset Allocation 
Real Estate 
Riding the Market 
Buy Low / Sell High

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Avoid Recession Investing Mistakes

How do the wealthy invest during market downturns? They know there can be wonderful opportunities if you have the right frame of mind, the right information and the right emotional capability to take advantage of them.  In this episode of “Money Guide with Mary Sterk,” Mary shares tips for strategic investing during a recession.
Topics include:
Supply & Demand
Inflation
Dollar Cost Averaging
Cash on the Sidelines
Non-Qualified Accounts
Employer Retirement Plans
Capital Gains & Losses
Short Term Gains
Long Term Gains
Wash Sale Rule
ROTH IRA Conversion

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Recession Investment Strategies

There's still time to capture some tax deductions this year. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share some tips and strategies surrounding end-of-year tax planning. Topics include:
Post-Tax Funnel
Pre-Tax Funnel
Preferential Tax Treatment
Brokerage Account
Direct Mutual Fund Account
Capital Gains Tax
Tax-Sensitive Asset Allocation
ROTH Conversion
IRA
Itemizing
Standard Deduction
Charitable Contributions
Donor-Advised Funds
Catch-Up Contribution
401(k)
Gifts
State Tax Deductions
529 Plan
Beneficiaries

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End-of-Year Tax Tips

You may be scared to retire during a recession – but it IS possible. If you make the decision to retire, go into it with eyes wide open. In this episode of "Money Guide with Mary Sterk," Mary gives seven tips to consider to retire when you want, at the lifestyle you want, so that you can enjoy the life you want. Topics include:
Financial Projections
Retirement Accounts
Investment Accounts
Health Insurance
Medicare
Social Security
Economic Uncertainty
Political Concerns

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7 Keys to Retiring During A Recession

Emotions play a very powerful role in our decision-making, but investment decisions based in logic tend to have a better outcome. In this episode of "Money Guide with Mary Sterk", Mary explains some ways to help you control your emotions so they don't impact your investment decisions in a negative way.  Topics include:
Economy
Recession
Market Cycle
Down Market
Bankrupt
Stock Market
Portfolio
Experts
Professional Advice
Plunge
Inflation
Interest Rates
Job Market
Budget
Income

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Don't Let Panic Drive Your Investment Decisions

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 are often faced with large debt loads and poor credit. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey educate you on how to start the next phase of life on the right financial foot - including emergency fund basics, smart budgeting, credit building, and handling student loans. Topics include:
Windfall Money
The Rule of Thirds
Debt
Savings
ROTH IRA
Interest Rates
Debt Snowball
Car Repair
Home Improvement
Medical Emergency
Taxes
Deductions
Exemptions
Education

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Money Tips for the Graduate

What money really does is fund the things that we value in this life.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey delve into what creates your money philosophy and how to align your money with what matters most. Topics include:
Work
Family
Experiences
Financial Planning
Retirement
Travel
Fishing
Charity
Students
Education
Property
Farming
Children
Golf

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Your Money Philosophy

#Investing mistakes can get magnified in times of #marketvolatility, and one major mistake people make is trying to time the #market. Sometimes you have to just remember that the slow and steady method of investing is historically what wins. It's not timing the market. It's time IN the market. 

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #taxes #beneficiary #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

MONEY IN A MINUTE Timing the Market

Are your retirement ducks in a row?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss the main issues that face retirees and how to approach them so you can retire with confidence. Topics include:
Emotions
Health Insurance
Medicare
Nursing Home
Assets
Income
Liquidity
Taxes
Investments
Skew
Stocks
401(k)
Risk
Legal Documents
Will
Power of Attorney
Portfolio
Asset Allocation

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Get Your Retirement Ducks In A Row

What #celebrity money mistake did we learn from #MikeTyson?  Ears are not for biting and #money doesn’t last forever.  Tyson was the world #heavyweight champion, worth over $300 million at the height of his career in boxing. However, his career came to a sudden halt in 1997 with the legendary ear-biting incident with #EvanderHolyfield. And his ridiculous spending habits continued beyond his lucrative career resulting in bankruptcy.

#boxing
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson

There are many types of IRAs - and people frequently don’t understand the differences or some of the rules.  In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way.

#taxes #rothira #taxbreak #investment #401k #roth401k 

Feat Mary Sterk & Kelsey Bankey

All About Your IRA

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 episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently make.

#investment #buyandhold #buylowsellhigh #mutualfunds #peergroup #bonds #assetclass #volatility #retirement #interestrates 

Feat Mary Sterk & Kelsey Bankey

3 Portfolio Pitfalls To Avoid

Women are controlling more of the #wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode of #MoneyGuidewithMarySterk, we share 5 Secrets of #Wealthy #Women.

#finances #moneymanagement #retirement #investing #insurance #lifeinsurance #longtermcareinsurance #carinsurance #healthinsurance #womenandmoney #womenandwealth #financialadvisor #CPA #attorney #values #givingback #children #mothers #family #spending #christmascarol #scrooge #tinytim 

Feat Mary Sterk & Kelsey Bankey

5 Secrets Of Wealthy Women

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 longer handle it yourself! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all of your important #documents are. In this episode of  #MoneyGuidewithMarySterk, we discuss how The Family Estate Organizer can help you, your family, and your #estateplanning.

#bankaccount #safetydeposit #RothIRA #beneficiary #assets #investments #income #taxes #mutualfunds #stocks #pension #socialsecurity #insurance #powerofattorney #lifeinsurance #funeral #obituary #legaldocuments #property #realestate #debt #incometax #passwords

Feat Mary Sterk & Kelsey Bankey

The Family Estate Organizer

Long-Term Care #Insurance can be both confusing and costly. In this episode of  #MoneyGuidewithMarySterk, we will eliminate the complexity. Listen as we explain in simple terms how typical policies work, and how to compare pros and cons of different types of #coverage.

#longtermcare #assets #hybrid #budget #moneymanagement #bills #beneficiary #benefits #indemnity #nursinghome #grandparents 
#moneyinaminute #forbes #financialplanner #investing #wealthmanagement #estateplanning #financialadvisor #retirementplanning #sterkfinancialservices

Feat Mary Sterk & Kelsey Bankey

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The Surprising Truth About Long-Term Care Insurance

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 #financialplanner to help guide you along the way. In this episode of #MoneyGuidewithMarySterk, we share the most common times people need the services of a planner and how that can benefit you.

#401k #investments #severance #married #wedding #socialsecurity #divorce #assets #retirement #sequenceofreturns #visionboard #goals #legacy #will #powerofattorney #medical #charitable

Feat. Mary Sterk & Julie Chadwick 

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When Do You Need A Financial Planner?

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 #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

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MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids

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 some financial resolutions to consider.

Feat Karen Van De Steeg

#creditscore #newyearsresolutions
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

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MONEY IN A MINUTE New Year Financial Resolutions

#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 #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Feat Jordan Ireland

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MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift

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 Bankey

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Must-Know Tips If You Have a $500,000+ Portfolio

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 #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Feat Karen Van De Steeg

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MONEY IN A MINUTE Investing in Your 30s

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 #lasik #dentalcare #teethwhitening #braces #extraction #hearingimpaired #guidedog #serviceanimals #chiropractor #infertility #accupuncture #addictionrecovery #rehabilitation #mentalhealth #therapy #transportation #travel 

Feat Mary Sterk & Kelsey Bankey

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Savvy Ways to Use Your HSA

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 #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Feat Kelsey Bankey

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MONEY IN A MINUTE Why Do You Need a Will?

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 #cobra #healthcare #healthinsurance #medicare #income #longtermcare #alzheimers #retirementplan #socialsecurity #estateplanning #powerofattorney 

Feat Mary Sterk & Julie Chadwick

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The 10 Commandments of Retirement

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 bill paying to structuring #investments to #nursinghome decisions.  Listen in to help take the complexity and uncertainty out of parent care and move forward with clarity and confidence.

#caregiver #cashflow #socialsecurity #medication #healthcare #powerofattorney #hospice #medicare #medicade

Feat Mary Sterk & Kelsey Bankey

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Caring For an Aging Parent

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 #payrolltaxes #socialsecurity #medicare #assets #income #selfemployed #businessowner #commuting #starbucks #wardrobe #apparel #clothing #accessories #disability #lifeinsurance #incomegap #incomestream #investments

Feat Mary Sterk

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5 Expenses That STOP in Retirement

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 #trustfundbaby #inheritance #ruleofthirds #debt

Feat Mary Sterk & Julie Chadwick 

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The Millionaire Myth

#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 #sterkfinancialservices

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What Oprah Has to Say About Money

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

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The Truth About Credit

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

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Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

Reasons You Might NOT Be Able To Retire

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 #trust #wealth #beneficiary #liquidation #appraiser #family 

Feat Mary Sterk & Julie Chadwick

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Death Cleaning...What?!?

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.

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#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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What The Rich People Know

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

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Lifestyle Financial Planning

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 valuable knowledge! 

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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The Big Beautiful Bill: Tax Tips You Need to Know!

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 might be helpful for you.

Feat Mary Sterk & Julie Chadwick

Subscribe to #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm 

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

The Big Beautiful Bill: Tips for Business Owners and Farmers

Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women Wealth Advisors from 2018-2022*, and 2017** Investment News Women To Watch.

During her 28 year career as a Certified Financial Planner™, Mary authored two books, Ready To Pull The Retirement Trigger?, and Buy It: The Practical Guide To Buying a Financial Services Book Of Business.  She developed her radio show / podcast, Money Guide With Mary Sterk, to educate and inspires listeners to create their best financial future.

Mary also has an artistic side, and has created uplifting messages of hope through her art via Just Mary Designs (www.justmarydesigns.com). In her down time, she enjoys spending time with her three children and one grandson.

Forbes Best-In-State Wealth Advisors list includes 10 recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings. 

The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Criteria include years of industry experience and weights factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 350 Oak Tree Lane, Suite 150, Dakota Dunes, SD 57049 605-217-3555 sterkfinancialservices.com
**Nominations for Investment News' 2017 Women to Watch are submitted by professionals in the financial advisory industry. The nominees are judged on specific criteria including success, leadership, ability to effect change, willingness to help other female professionals and community service. The InvestmentNews staff assemble a diverse group that represents a broad spectrum of the financial advice business when selecting women for the list. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Osaic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Money Guide with Mary Sterk

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