Episodios

  • 6 Accounts Everyone Should Have
    May 24 2025

    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

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

    Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
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    24 m
  • Savvy Ways to Use Your HSA
    May 24 2025

    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 #transportation #travel

    Feat Mary Sterk & Kelsey Bankey

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    24 m
  • MONEY IN A MINUTE Investing in Your 30s
    May 9 2025

    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 #sterkfinancialservices

    Feat Karen Van De Steeg

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    1 m
  • Moms & Money
    May 5 2025

    #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.
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    26 m
  • Must-Know Tips If You Have a $500,000+ Portfolio
    May 5 2025

    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

    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

    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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    24 m
  • 10 Tips To Retire Early
    May 5 2025

    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.
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    24 m
  • MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift
    May 1 2025

    #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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    1 m
  • Money Problems Then & Now
    Mar 29 2025

    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

    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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    25 m
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