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New Year ~ New Financial Resolutions 2024

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Manage episode 393193739 series 2911691
Content provided by Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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 Attorney

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 on Twitter

  continue reading

343 episoade

Artwork
iconDistribuie
 
Manage episode 393193739 series 2911691
Content provided by Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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 Attorney

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 on Twitter

  continue reading

343 episoade

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