Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement. Feat Mary Sterk & Julie Chadwick #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow us ...

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 Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appoint...

#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 Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Sub...

Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit. #forbes #financialplanner #wealthmanagement #sterkfinancialservices Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follow us on Facebook Follow us on Linkedin Subscribe on Youtube Follow u...

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...

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 Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointm...

White sand, sunny beach… early #retirement? If that's your ideal life, you wont' want to miss this episode of #MoneyGuidewithMarySterk as we share these important must-know #earlyretirement tips! #entrepreneur #invest #profit #taxes #fees #budget #mortgage #studentloans #taxbreak #401k #wealth #debt #emotions Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointment with one of our advisors today! Follo...

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. #ca...

#Entrepreneurs are known for taking #business #risk, but are they putting their portfolios at risk, too? In this episode of #MoneyGuidewithMarySterk, we share some #moneymistakes entrepreneurs make and how to avoid them! Feat Mary Sterk & Kelsey Bankey #ruleofthirds #profit #diversification #DIY #portfolio #fiduciary #interestrates #bonds #peergroup #portfoliomanagement #flawofaverages Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule an appointme...

So you have 1 Million Dollars - but does that mean you can #retire? In this episode of #MoneyGuidewithMarySterk, we share important strategies to make sure your million doesn’t run out too soon. #austinpowers #retirement #montecarlosimulation #fourpercentrule #retirementplanning #sequenceofreturnsrisk #downmarket #chrysler #corvette #squaredancing #singersewingmachine Feat Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. ...

Ever wondered what the wise #investors already know? In this episode of #MoneyGuidewithMarySterk, we share some wisdom of the ages surrounding #investing and #saving. #risk #moneymarket #savingsaccount #financialplanner #timehorizon #modernportfolio #emergencyfund #downpayment #income #jobloss #workplaceretirement #401k #rothira #retirement #fiveyearclock #freemoney #taxfreemoney #conversion #pretaxira #taxes #penalty #financialadvisor #cpa #brokerageaccount #timingthemarket #compoundi...

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 Subsc...

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 ...

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...

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 #wealthmanagem...

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 ...

There are certain accounts that contribute to a person's #financial success. In this episode of #MoneyGuidewithMarySterk, we discuss the 6 #accounts everyone should have. #FDIC #checkingaccount #checksandbalances #bills #personalfinance #budget #emergencyfund #savingsaccount #expenses #creditcards #credit #creditscore #creditlimit #identitytheft #retirement #retirementaccount #socialsecurity #ROTHIRA #brokerageaccount #HSA #medicalexpenses Feat Mary Sterk & Julie Chadwick S...

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 #sterkfinanc...

#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” pod...

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