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Saturday, May 13, 2017

Mother's Day gives us a chance to celebrate our moms and consider the fine financial lessons they have taught us. In this episode Mary Sterk shares some of the great lessons she learned fro her mother, and some of the things...

 

Saturday, May 6, 2017

Dealing with money can be uber stressful. In this episode Mary Sterk discusses several of the most stressful financial situations people encounter and offers practical tips to help guide you.

 

Saturday, April 29, 2017

Are you ready to retire? Are you sure? In this episode Mary Sterk shares the top concerns people have when facing retirement - and how to put strategies in place to overcome them.

 

Saturday, April 22, 2017

Many people are confused about the best way and the best time to begin taking their social security check. In this episode Mary Sterk disucsses ways to maximize your own personal social security.

 

Saturday, April 15, 2017

People often question if putting money into home improvements is a good investment. In this episode Mary shares some of the best and worst returns on your money when it comes to home improvements.

 

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Saturday, April 8, 2017

Are your children & grandchildren responsible enough to handle a large inheritance? In this episode Mary Sterk discusses the pros and cons of ways to control your assets from the grave.

 

Saturday, April 1, 2017

The Fed has bumped up the interest rates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode Mary Sterk shares how rising interest rates actually affects YOU.

 

Saturday, March 25, 2017

Many people have 401k accounts from prior jobs. They often wonder what is the best plan for that money. In this episode Mary Sterk talks about the four options available for old 401k accounts,

 

Saturday, March 18, 2017

Buying and selling stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode Mary Sterk takes you through a unique methodology to evaluate when it is time to buy or sell your stock.

 

Saturday, March 11, 2017

Investment management has a lot of moving pieces - and it is easy to make a mistake that can have costly consequences. In this episode Mary Sterk discusses some common investor mistakes and shares tactics to avoid these portfolio pitfalls.

 

Saturday, March 4, 2017

Stocks have outpaced bonds and inflation over time despite wars, recessions, political upheaval, terrorism, and other market shaking events. In this episode Mary Sterk discussed some time tested strategies that still apply...

 

Saturday, February 25, 2017

The Academy Awards celebrate great films, and we celebrate the financial lessons held within them! In this episode Mary Sterk shares fun financial lessons learned from some of our favorite epic movies.

 

Saturday, February 18, 2017

Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk discusses various strategies to assist your aging parents...

 

Saturday, February 11, 2017

We all love someone, and there are smart ways to take care of that special someone financially. In this episode Mary Sterk shares strategies to ensure your loved ones are well taken care of when it comes to finances and estate planning.

 

Saturday, February 4, 2017

Financial issues matter at every age, but as we move into our 50's there are some important things to be aware of. In this episode Mary Sterk explores the top 10 financial tips for women over 50.

 

Saturday, January 28, 2017

Grandparents have so much to offer - a life rich with tradition, an ear to lend, and wise financial advice. In this episode Mary Sterk shares 4 pieces of sound financial advice that grandparents can share with the family they love.

 

Saturday, January 21, 2017

Financial goals shift as you age. In this episode Mary Sterk dives into some top financial priorities decade by decade - sharing a financial tidbit for everyone!

 

Saturday, January 14, 2017

While no one can predict the future, in this episode Mary Sterk takes a look at the president elect's stated priorities to get a flavor of what might be ahead.

 

Saturday, January 7, 2017

Are your retirement ducks in a row? In this episode Mary Sterk discusses the main issues that face retirees and how to approach them so you can retire with confidence.

 

Saturday, December 31, 2016

The New Year is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial resolutions. In this episode Mary Sterk shares 7 smart resolutions to get your 2017...

 

Saturday, December 24, 2016

The holiday movie tradition brings a smile and warm memories to many people. In this episode Mary Sterk shares fun financial lessons learned from heartwarming holiday movies.

 

Saturday, December 17, 2016

As a parent, you can teach your child important financial lessons - and you should. In this episode Mary Sterk shares important money lessons to teach your kids at every age.

 

Saturday, December 10, 2016

Required minimum distributions can be confusing, and carry huge IRS penalties if you don't handle them right. In this episode Mary Sterk delivers the must know facts to keep you in line with the complex RMD rules.

 

Saturday, December 3, 2016

You have heard the term "Saving for a rainy day", but are you prepared if that day comes? In this episode Mary Sterk highlights 4 key areas to make sure you are ready if that rainy day every comes your way.

 

Saturday, November 26, 2016

Holiday shopping time? In this episode Mary Sterk shares some holiday spending mistakes that you will want to avoid - at all costs!

 

Saturday, November 19, 2016

It's that time of year when people think about how they can impact others with a gift of their money. In this episode Mary Sterk talks about various ways to give to charities and to your loved ones to maximize...

 

Saturday, November 12, 2016

Planning for retirement? In this episode Mary Sterk discusses four retirement expenses that might catch you by surprise.

 

Saturday, November 5, 2016

The US will have a new president - and given the polarizing climate on the campaign trail this year, you may be wondering how an election might impact the market. In this episode Mary Sterk looks at the past to share...

 

Saturday, October 29, 2016

Many people don’t know where to find the answers to the retirement questions running through their mind. The sheer amount of complexity involved in planning a retirement can be overwhelming.

 

Saturday, October 22, 2016

November is National Caregivers Month. In this episode Mary Sterk explores 8 must know tips for those handling the finances as part of their caregiver role.

 

Saturday, October 15, 2016

It's Medicare Open Enrollment Time - and things just keep getting more confusing! In this episode Mary Sterk simplifies many of the main points that are important to understand about the Medicare system.

 

Saturday, October 8, 2016

Let’s face it. The financial industry has gotten enough black eyes that anyone in their right mind would be suspicious. Misleading sales practices, corporate shenanigans, and blatant fraud have dominated the headlines. It’s no wonder...

 

Saturday, October 1, 2016

A successful company’s financial toolbox should contain more than your annual reports and profit forecasts. In this episode Mary Sterk shares six smart business strategies to enhance, protect, or transition your business

 

Saturday, September 24, 2016

Life insurance can be complex, confusing, and frankly a little bit boring. In this episode Mary Sterk simplifies all things life insurance - including what types there are and how much you might need to feel well covered.

 

Saturday, September 17, 2016

Navigating the complexities of Social Security can be confusing. In this episode Mary Sterk clearly explains the basics of how Social Security works and the impact of your age on your benefits.

 

Saturday, September 10, 2016

A successful investor maximizes gain and minimizes loss. In this episode Mary Sterk discusses 6 key principles that may help you invest more successfully.

 

Saturday, September 3, 2016

Valuable life lessons about money come from a variety of sources. In this episode Mary Sterk shares with you fundamental lessons about money that she learned from her own dear old dad.

 

Saturday, August 27, 2016

So you have inherited some money…. Now what? In this episode Mary Sterk helps you evaluate and understand the impact so you can make the most of your new found wealth.

 

Saturday, August 20, 2016

Traveling is one of life's greatest adventures. In this episode Mary Sterk delivers practical financial travel tips to help you before, during and after that trip of a lifetime.

 

Saturday, August 13, 2016

What money really does is fund the things that we value in this life. In this episode Mary Sterk delves into what creates your Money Philosophy and how to align your money with what matters most.

 

Saturday, August 6, 2016

A fire can devastate you financially. In this episode Mary Sterk shares valuable tips on what to store and how to safeguard your records so you stay financially fire-proof.

 

Saturday, July 30, 2016

Even if you have laid out a great retirement plan, anxiety and indecision can still get in your way of taking the big leap. In this episode Mary Sterk talks about four common planning pitfalls that can veer you off track...

 

Saturday, July 23, 2016

Investments have fees, but they are often hard to understand. In this episode Mary Sterk takes the mystery out of investment fees and clearly explains how and where costs can be found.

 

Saturday, July 16, 2016

Negotiating for assets is part of most divorces. In this episode Mary Sterk will explain how assets differ in real value even if the monetary amount might look the same.

 

Saturday, July 9, 2016

Knowing the right time to retire can be tricky. There are a lot of things to consider. In this episode Mary Sterk sheds light on the core components that you will want to address before pulling the retirement trigger.

 

Saturday, July 2, 2016

People often hear about long term market averages and wonder why their portfolio isn't producing the same results. In this episode Mary Sterk discusses ways to analyze your performance and holdings to try to boost your portfolio results.

 

Saturday, June 25, 2016

Using a trust can be a great estate planning tool -but how do you know when you need one and what the right kind is for your situation? In this episode Mary Sterk takes the complex world of trusts and makes it simple and easy to understand.

 

Saturday, June 18, 2016

Life happens. Job layoffs, sickness, divorce… unexpected events can pop up and derail your financial life. In this episode Mary Sterk dives into four common life events, sharing strategies to cope with the challenge and help you land o

 

Saturday, June 11, 2016

Managing your investment portfolio has a lot of moving pieces. In this episode Mary Sterk discusses key pieces of strong portfolio management and shares strategies to help avoid common pitfalls that investors commonly make.

 

Saturday, June 4, 2016

Good credit can make life a lot simpler, while bad credit can create a whole host of financial headaches. In this episode Mary Sterk sheds light on all things credit - how to create it, how to fix it, and how to monitor it.

 

Saturday, May 28, 2016

The prospect of retiring raises some big fears. What if I run out of money? What if I have a major health issue? Are my investments set up right? In this episode Mary Sterk discusses straetegies for retirement income to help you feel co

 

Saturday, May 21, 2016

College grads today are often faced wit large debt loads and poor credit. In this episode Mary Sterk educates you on how to start the next phase of life on the right financial foot - including emergency fund basics, smart budgetin, credit

 

Saturday, May 14, 2016

Some do-it-yourself stock pickers have become a genius at technical analysis and charting strategies. But if you aren't already a whiz kid about stock market investing, how do you figure out where to start? Stock market investing done...

 

Saturday, May 7, 2016

Are you covered? Are you sure? A strong insurance plan will make sure your risks are limited, or in some cases completely eliminated. In this episode Mary Sterk explores how different types of risk can affect your financial situation, an

 

Saturday, April 30, 2016

Todd and Janice were ready to sell their long standing family business to the next generation. There were many people involved - parents, kids, spouses etc. They formed a succession planning team to help factor in health issues,...

 

Saturday, April 23, 2016

Susie and Bill were feeling financially suffocated by many many layers of mandatory payments - credit cards, loans, auto-payments, student loans, etc. By creating a Dave Ramsay style Debt Snowball, we set up the payment plan in such a...

 

Saturday, April 16, 2016

Jeff and Lisa recently tied the knot. Jeff had grown up in a fiscally chaotic household, and Lisa was brought up in a fiscally frugal household. They both thought their way was normal, and their spouse's way was somewhat unworkable....

 

Saturday, April 9, 2016

Linda came into our office literally in tears. She was faced with taking care of her aging father who had the early stages of Alzheimer's. Everything changed - her father moved into her home, she had to quit her job, and life started...

 

Saturday, April 2, 2016

By the time Mary Sterk was 19 years old, she was already a divorced single mother of two kids under two years old. They lived in a low-rent apartment complex, and bought groceries with food stamps. She didn’t get any child...

 

Saturday, March 19, 2016

The divorce is final. Now what? In this episode Mary Sterk educates you on the most important financial steps to take once the divorce is done.

 

Saturday, March 12, 2016

Mike was in his mid 50‘s and had started to think ahead. He liked his office job, but had a real passion in the field of aeronautics. With good planning we were able to set up his investments in such a way to replace his normal...

 

Saturday, March 5, 2016

Good estate planning gets the things you value to the people that matter. In this episode Mary Sterk will guide you through important documents to have on file, how to structure a legacy, and talk about trust basics.

 

Saturday, February 27, 2016

Starting a business has many factors to consider. In this episode Mary Sterk discusses key elements to think through ahead of time that can help your startup become a success.

 

Saturday, February 20, 2016

Loosing your spouse is a devastating emotional blow. It also comes with its own unique set of financial issues. In this episode Mary Sterk shines a light on the top five financial issues to focus on if you have lost your beloved partner.

 

Saturday, February 13, 2016

The biggest threat to your portfolio is unbridled emotion. Listen to this episode as Mary Sterk explains how to gain a strong understanding of the most important foundational investment principles.

 

Saturday, February 6, 2016

Caring for a loved one presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk will guide you through simple steps to provide effective financial

 

Saturday, January 30, 2016

Long Term Care Insurance can be both confusing and costly. In this episode Mary Sterk will eliminate the complexity. Listen as she explains in simple terms how typical policies work, and how to compare pros and cons of different types of

 

Saturday, January 23, 2016

Sarah, a stay at home mom, was going thru a tough divorce. Her biggest fear was “Am I going to be ok?” She had never handled the money or investments before. She and her husband had money, but once the divorce was final she...

 

Saturday, January 16, 2016

Your 401(k) might become one of your biggest financial assets. In this episode learn simple guidelines and tools to help maximize the power of your 401(k).

 

Saturday, January 9, 2016

Ready to get your ducks in a row? In this episode Mary Sterk will guide you some of the most important pieces of a strong financial strategy that you can implement over the next 12 months.