Cele mai bune Mary Sterk podcast-uri (2024)

1
How Do Rising Interest Rates Impact Me? 21:50

3d ago21:50

21:50

The Fed has bumped up the #interestrates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode of #MoneyGuidewithMarySterk, we share how rising interest rates actually affects YOU.Feat Mary Sterk & Kelsey Bankey#federalreserve #inflation #bank #loan #fixedincome #socialsecurity #wealth #strategy …

1
MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake 0:54

16d ago0:54

0:54

Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses. #JustinTimberlake #MySpace #Facebook #Bono #U2 #PalmPilot #smartphone#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #40…

1
MONEY IN A MINUTE: When Should You Retire? 0:54

16d ago0:54

0:54

#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health. Some people prefer to retire early to enjoy leisure years, while others continue working for as long as they can.#retirementplan#moneyinaminute #forbes #fina…

1
Time-Tested Strategies For Today's Investor 23:31

1M ago23:31

23:31

#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include:#investing #blackmonday #tech #assetclasses #portfolio #…

1
Time-Tested Strategies for Today's Investor 23:31

1M ago23:31

23:31

#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include: #investing #blackmonday #tech #assetclasses #portfolio …

1
MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson 0:56

1M ago0:56

0:56

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 ridicu…

1
MONEY IN A MINUTE What is a Fiduciary? 0:56

2M ago0:56

0:56

When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an …

1
Get Your Retirement Ducks In A Row 22:52

2M ago22:52

22:52

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:EmotionsHealth InsuranceMedicareNursing HomeAssetsIncomeLiquidityTaxesInvestmentsSkewStocks401(k)Risk…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Britney Spears 0:55

3M ago0:55

0:55

#BritneySpears was very young when she hit fame and created a large amount of fortune. She had some very public meltdowns early on and her Father became the custodian of her money. Her long running battle to reclaim financial control spurred the fans group called “The #FreeBritney Movement.” Britney successfully petitioned the court to end the #con…

1
Reduce Your Taxes With QCD’s 22:37

3M ago22:37

22:37

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. But there are nuances and rules surrounding it that are important to understand. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Ad…

1
Taking Care Of The One You Love 24:53

3M ago24:53

24:53

Valentine's Day is right around the corner and love is in the air! In this episode of "Money Guide with Mary Sterk", we talk about how you can show your love by making sure that your financial ducks are in a row so that your loved ones are all taken care of. Topics include:Life InsuranceBillsDebtMortality TableBenefitsEstate PlanningWillFinancial P…

1
Reduce Your Taxes with Qualified Charitable Distributions 22:37

3M ago22:37

22:37

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. But there are nuances and rules surrounding it that are important to understand. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Ad…

1
Taking Care of the One You Love 24:53

3M ago24:53

24:53

Valentine's Day is right around the corner and love is in the air! In this episode of "Money Guide with Mary Sterk", we talk about how you can show your love by making sure that your financial ducks are in a row so that your loved ones are all taken care of. Topics include: Life Insurance Bills Debt Mortality Table Benefits Estate Planning Will Fin…

1
MONEY IN A MINUTE Disciplined Investment Methodology 0:46

3M ago0:46

0:46

How do you know if your #investments are any good? Here’s the thing: #money doesn’t come with instructions. Creating and maintaining a strong #portfolio takes a lot of research and review. That’s why we developed our disciplined investment methodology. #holdings #wealth#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagemen…

1
MONEY IN A MINUTE New Year, New Financial Resolutions 0:48

4M ago0:48

0:48

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.#creditscore #…

1
MONEY IN A MINUTE Oprah Money Quote 0:49

4M ago0:49

0:49

#Oprah says when she's buying things, she asks herself this: “Do my things promote joy, beauty, and usefulness or are they just burdensome? I have decided to keep only that which delights me or enhances my well-being.” Do you own your stuff or does your stuff own you?#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement …

1
MONEY IN A MINUTE 12-Month Financial Planner 1:14

4M ago1:14

1:14

Let's kick your year off with a simple financial approach designed to last the year! #accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneyti…

1
New Year - New Financial Resolutions 2024 23:41

5M ago23:41

23:41

It's time to jump-start 2024! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share smart resolutions for you to think about the year ahead and improve yourself from a financial standpoint. Topics include:Credit ScoreEmergency FundSavingsBeneficiariesPer StirpesWillTestamentary TrustPower of AttorneyS…

1
New Year ~ New Financial Resolutions 2024 23:41

5M ago23:41

23:41

It's time to jump-start 2024! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share smart resolutions for you to think about the year ahead and improve yourself from a financial standpoint. Topics include: Credit Score Emergency Fund Savings Beneficiaries Per Stirpes Will Testamentary Trust Power of A…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Jackie O 0:59

5M ago0:59

0:59

What can we learn from #celebrity #money mistakes? Finish your #estateplanning. #JackieO has an eternal legacy of style. Unfortunately, her style was better than her estate planning #jackieonassis #jackiekennedy #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirem…

1
MONEY IN A MINUTE Timing the Market 0:59

7M ago0:59

0:59

#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 #f…

1
When Your Parents Are Aging 23:48

7M ago23:48

23:48

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 "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss various strategies to assist your aging parents with their finances - everything from bill paying to structu…

1
Four Retirement Expenses That May Surprise You 22:38

7M ago22:38

22:38

Planning for retirement? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss four retirement expenses that might catch you by surprise. Topics include:Medical CopaysHealth InsuranceMedicareLong-term CareAssisted LivingNursing HomeSubscribe to the “Money Guide with Mary Sterk” podcast on apple podca…

1
Four Retirement Expenses that May Surprise You 22:38

7M ago22:38

22:38

Planning for retirement? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss four retirement expenses that might catch you by surprise. Topics include: Medical Copays Health Insurance Medicare Long-term Care Assisted Living Nursing Home Subscribe to the “Money Guide with Mary Sterk” podcast on Appl…

1
Medicare Made Simple 22:52

8M ago22:52

22:52

It's Medicare Open Enrollment Time - and things just keep getting more confusing! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey simplify many of the main points that are important to understand about the Medicare system. Topics include:RetirementIncomeSocial SecurityCapital GainsGross IncomeEmployersCaregiverD…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Nicolas Cage 0:55

8M ago0:55

0:55

What can we learn from #celebrity money mistakes? Be careful who you trust when it comes to your financial planning. #nicolascage #hollywood #actor #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #…

1
Six Smart Business Strategies 23:25

8M ago23:25

23:25

A successful company’s financial toolbox should contain more than your annual reports and profit forecasts. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share six smart business strategies to enhance, protect, or transition your business. Topics include:StressAnxietyProductivity401kRetirementEmotionsFiduciary…

1
Six Keys To More Successful Investing 22:43

8M ago22:43

22:43

A successful investor maximizes gain and minimizes loss. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss 6 key principles that may help you invest more successfully. Topics include:CompoundingMutual FundReturnsWealthAsset AllocationDiversificationRetirementLiquidityPortfolioEmergency FundDollar Cost Aver…

1
Six Keys to More Successful Investing 22:43

8M ago22:43

22:43

A successful investor maximizes gain and minimizes loss. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss 6 key principles that may help you invest more successfully. Topics include: Compounding Mutual Fund Returns Wealth Asset Allocation Diversification Retirement Liquidity Portfolio Emergency Fund Dolla…

1
Understanding Social Security 21:56

8M ago21:56

21:56

Navigating the complexities of Social Security can be confusing. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey clearly explain the basics of how Social Security works and the impact of your age on your benefits. Topics include:ssa.govBenefitsRetirementBreak Even PointDelayLongevityMaximizationDivorceWidowSurvi…

1
MONEY IN A MINUTE What’s Your Money Philosophy? 0:59

8M ago0:59

0:59

What’s your #money philosophy? At Sterk Financial, we design holistic, personalized strategies to help increase #investments, reduce #taxes and risk, optimize portfolio allocation, and create #income streams designed to last a lifetime. Our ultimate goal is to align your overall financial picture to support the life you want to lead. #moneyinaminut…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Heath Ledger 0:52

8M ago0:52

0:52

What can we learn from #celebrity money mistakes? Have an updated will. #HeathLedger was an #AcademyAward winning #actor who failed to update an old will that was created before his daughter was born. As a result, his entire estate went to his parents and three sisters #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagemen…

Podcasturi care merită ascultate

Mary Sterk Podcast-uri

Podcasturi care merită ascultate

1
Money Guide with Mary Sterk

Mary Sterk

1
How Do Rising Interest Rates Impact Me? 21:50

1
MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake 0:54

1
MONEY IN A MINUTE: When Should You Retire? 0:54

1
Time-Tested Strategies For Today's Investor 23:31

1
Time-Tested Strategies for Today's Investor 23:31

1
MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson 0:56

1
MONEY IN A MINUTE What is a Fiduciary? 0:56

1
Get Your Retirement Ducks In A Row 22:52

1
MONEY IN A MINUTE Celebrity Money Mistakes: Britney Spears 0:55

1
Reduce Your Taxes With QCD’s 22:37

1
Taking Care Of The One You Love 24:53

1
Reduce Your Taxes with Qualified Charitable Distributions 22:37

1
Taking Care of the One You Love 24:53

1
MONEY IN A MINUTE Disciplined Investment Methodology 0:46

1
MONEY IN A MINUTE New Year, New Financial Resolutions 0:48

1
MONEY IN A MINUTE Oprah Money Quote 0:49

1
MONEY IN A MINUTE 12-Month Financial Planner 1:14

1
New Year - New Financial Resolutions 2024 23:41

1
New Year ~ New Financial Resolutions 2024 23:41

1
MONEY IN A MINUTE Celebrity Money Mistakes: Jackie O 0:59

1
MONEY IN A MINUTE Timing the Market 0:59

1
When Your Parents Are Aging 23:48

1
Four Retirement Expenses That May Surprise You 22:38

1
Four Retirement Expenses that May Surprise You 22:38

1
Medicare Made Simple 22:52

1
MONEY IN A MINUTE Celebrity Money Mistakes: Nicolas Cage 0:55

1
Six Smart Business Strategies 23:25

1
Six Keys To More Successful Investing 22:43

1
Six Keys to More Successful Investing 22:43

1
Understanding Social Security 21:56

1
MONEY IN A MINUTE What’s Your Money Philosophy? 0:59

1
MONEY IN A MINUTE Celebrity Money Mistakes: Heath Ledger 0:52

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