Money Guide with Mary Sterk Podcast Por Mary Sterk arte de portada

Money Guide with Mary Sterk

Money Guide with Mary Sterk

De: Mary Sterk
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 Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, SD 57049 Phone: 605-217-3555 Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Woodbury. Neither Woodbury Financial nor its representatives or employees provide legal or tax advice. Please visit our website for additional disclosure: https://www.sterkfinancialservices.com/© 2023 Money Guide with Mary Sterk Economía
Episodios
  • MONEY IN A MINUTE Investing in Your 40s

    MONEY IN A MINUTE Investing in Your 40s
    Jun 3 2025

    Your 40s are a very important time in your financial journey, where you want to make sure your #investments are on track for your long-term goals. One important tip to keep in mind is to not let your #emotions drive your #investment decisions. While it might be tempting to jump on the latest #trend or let fear guide you during a downturn, it's important to stay level-headed and consider your long-term goals.

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

    Feat Karen Van De Steeg

    Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
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    1 m
  • MONEY IN A MINUTE Why Do You Need a Will?

    MONEY IN A MINUTE Why Do You Need a Will?
    Jun 3 2025

    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

    Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
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    1 m
  • MONEY IN A MINUTE Investing in Times of Uncertainty

    MONEY IN A MINUTE Investing in Times of Uncertainty
    Jun 3 2025

    Investing mistakes compound in times of #marketvolatility, and people frequently make uneducated decisions about #investment choices. #WarrenBuffet has always cautioned against investing in businesses that you don't understand. You need to understand the #risk and the reward potential. You need to understand the #fees and expenses of the investment. If you make an uneducated decision, not only can it hurt your #portfolio, but in times of uncertainty, it can hurt it more than it normally would have.


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

    Feat Julie Chadwick

    Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
    Schedule an appointment with one of our advisors today!
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    1 m
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