One of the greatest lessons that we can take from #celebrity money mistakes is this: Don’t keep your will in a secret location. 

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

Feat Julie Chadwick

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Schedule an appointment with one of our advisors today! sterkfinancialservices.com


MONEY IN A MINUTE Celebrity Money Mistakes: FloJo

In this episode of #MoneyinaMinute, Mary Sterk tells her story of “Welfare to Wealth Management” and answers the question you may be wondering: What is a CFP®?

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

Feat Mary Sterk

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Schedule an appointment with one of our advisors today! sterkfinancialservices.com

MONEY IN A MINUTE What is a Certified Financial Planner?

The #money issues your grandparents faced have changed. In this episode of #MoneyGuidewithMarySterk, we share #moneyproblems from the past, and modern day solutions you can apply today.

#pension #socialsecurity #income #costofliving #wages #expenses #housing #mortgage #retirement #carpayments #budget #budgeting #identitytheft #healthcare #healthsavingsaccount #debt #creditcards #creditcarddebt 

Feat Mary Sterk & Julie Chadwick

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

Money Problems - Then & Now

#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

Many people would love to #retire early, but aren’t quite sure how to set things up to do so.  In this episode of #MoneyGuidewithMarySterk, we share 10 tips to retire early

#vacation #savings #assets #income #paycheck #wealth #401k #IRA #IRS #investments #socialsecurity #equity #discipline 

Feat Mary Sterk & Julie Chadwick

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

10 Tips To Retire Early

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

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

#MothersDay gives us a chance to celebrate our #moms and consider the fine #financiallessons they have taught us.  In this episode of #MoneyGuidewithMarySterk, we share some of the great lessons we learned from our #Mothers, and some of the things we felt were most valuable to pass down to our own children.

#repurposing #garagesales #macdonalds #bargain #iowastatefair #beneficiaries #retirement 

Feat Mary Sterk & Kelsey Bankey

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm 

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

Moms & Money

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.

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