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Saturday, December 8, 2018

Many people thing you need to win the lottery or get crazy lucky to become a millionaire. In this episode Mary Sterk debunks some common myths about how millionaires are made. Click Here to schedule your free value assessment Meeting....

 

Saturday, December 1, 2018

Oprah Winfrey is a modern day icon and one of the richest women alive. In this episode Mary Sterk shares some of Oprah's money quotes and how to integrate this wisdom in our daily lives. Click Here to schedule your free Value...

 

Saturday, November 24, 2018

Entrepreneurs are known for taking business risk, but are they putting their portfolios at risk too? In this episode Mary Sterk shares some money mistakes entrepreneurs make and how to avoid them! Click here to schedule your free value...

 

Saturday, November 17, 2018

You still have time to capture some timely end of the year tax deductions. In this episode Mary Sterk shares some wisdom surrounding end of year tax strategy. Come see us about an end of year capital gains review or to discuss donor...

 

Saturday, November 10, 2018

While holiday's bring cheer, they also challenge us with a unique layer of financial stress. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and enjoy your holidays more! Click here to request a...

 

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Saturday, November 3, 2018

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 Mary Sterk sheds some light on keys expenses you WON'T have to keep planning for....

 

Saturday, October 27, 2018

White sand, sunny beach… early retirement? If that's your ideal life you wont' want to miss Mary Sterk sharing these important must know early retirement tips! Click here to request a copy of Mary's e-book. Subscribe To Our...

 

Saturday, October 20, 2018

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, October 13, 2018

When it comes right down to it, retirement planning follows some basic fundamental principles. In this episode Mary Sterk details out 10 commandments of retirement. Click here to request a copy of Mary's e-book. Subscribe To Our...

 

Saturday, October 6, 2018

Ever wondered what the wise investors already know? In this episode Mary Sterk shares some wisdom of the ages surrounding investing and saving. Click here to schedule your Free Value Assessment Meeting. Subscribe To Our Podcast Here...

 

Saturday, September 29, 2018

So you have 1 Million Dollars - but does that mean you can retire? In this episode Mary Sterk shares important strategies to make sure your million doesn’t run out too soon. Click here to schedule your free value assessment...

 

Saturday, September 22, 2018

Ever wanted to super charge your tax deductions for charitable giving? In this episode Mary Sterk shares strategies to create massive current year tax deductions using Donor Advised Funds. Schedule a time to talk to us abut how to...

 

Saturday, September 15, 2018

Ever wonder what the best way to use your HSA is? In this episode Mary Sterk covers the must know details surrounding when and how to best use your HSA. Click here for your copy of Mary's e-Book. Subscribe To Our Podcast Here – iTunes

 

Saturday, September 8, 2018

There are certain accounts that contribute to a person's financial success. In this episode Mary Sterk discusses the 6 accounts everyone should have. Click here to schedule your free brokerage account quality check. Subscribe To Our...

 

Saturday, September 1, 2018

Have a $500,000 + portfolio? In this episode Mary Sterk shares some Must Know Tips that you won't want to miss! Give us a call for your free portfolio X-Ray Report. Subscribe To Our Podcast Here – iTunes

 

Saturday, August 25, 2018

Many people would love to retire early, but aren’t quite sure how to set things up to do so. In this episode Mary Sterk shares 10 tips to retire early. Email us for a copy of Mary's e-book. Subscribe To Our Podcast Here – iTunes

 

Saturday, August 18, 2018

Ever wonder what creates personal finacial success? In this episode Mary Sterk shares 3 critical metrics that financially successful people pay attention to. Contact us for your personal financial planning. Subscribe To Our Podcast...

 

Saturday, August 11, 2018

The money issues your grandparents faced have changed. In this episode Mary Sterk shares money problems from the past, and modern day solutions you can apply today. Contact us for a portfolio review. Subscribe To Our Podcast Here...

 

Saturday, August 4, 2018

College can be a wonderful experience, but it also can be very expensive! In this episode Mary Sterk shares strategies to save and plan for college. Contact us to review your college savings plan. Subscribe To Our Podcast Here –...

 

Saturday, July 28, 2018

There are a lot of experts who provide guidance when it comes to retirement. In this episode Mary Sterk shares insights from actual retired people about what they have found to be the most important tips of all! Click here to request a...

 

Saturday, July 21, 2018

You may have heard that investing in real estate can be a good idea. In this episode Mary Sterk talks about some important real estate investing basics so you can better understand if it's a good fit for you! Click here to schedule...

 

Saturday, July 14, 2018

There is no end of ways we can spend our hard earned cash. In this episode Mary Sterk talks about 6 of them that might be expensive, but from a quality of life perspective are totally worth it! Click here to request your free Strategic...

 

Saturday, July 7, 2018

An investor's journey covers a lot of life events - from your first real job to spending your last dollar. In this episode Mary Sterk highlights different parts in that journey and improtant tidbits to help you along your own path....

 

Saturday, June 30, 2018

There are a lot of hot button topics that can impact your retirement regardless of your political stance. In this episode Mary Sterk talks about 6 of them that might impact YOU! Click here if you would like a free copy of Mary's e-book...

 

Saturday, June 23, 2018

We all want to live in a better world. Is impact investing the way to go? In this episode Mary Sterk shares tips and strategies so yo know if impact investing is right for you. Click here to schedule a complimentary Value Assessment...

 

Saturday, June 16, 2018

Understanding all aspects of your financial life, is crucial to becoming confident about money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode Mary Sterk sheds light on the top 10...

 

Saturday, June 9, 2018

The primary goal of estate planning is to protect and preserve your family, not your assets. In this episode Mary Sterk shares how a Family Love Letter can help you do just that. Subscribe To Our Podcast Here – iTunes

 

Saturday, June 2, 2018

What is that old stuff worth? In this episode Mary Sterk shares some fun financial lessons learned from the popular TV show American Pickers.

 

Saturday, May 19, 2018

You might think the rich and famous had it all figured out - but the aftermaths of their estate planning nightmares show us that is definitely not true! In this episode Mary Sterk shares some famous estate planning debacles...

 

Saturday, May 12, 2018

Many people are interested in gradually transitioning into retirement. A great way to semi-retire is to pursue hobbies that can also bring in some cash. In this episode Mary Sterk shares a number of hobbies that can help fund...

 

Saturday, May 5, 2018

Got a pension that is offering you a lump sum buyout option? Comparing the choices can be confusing. In this episode Mary Sterk shares top tips to help you understand the best choice for you when offered a pension lump sum option.

 

Saturday, April 28, 2018

The art of saving and investing money is totally different than the art of turning that savings into retirement income. In this episode Mary Sterk shares must-know tips to maximize your retirement income.

 

Saturday, April 21, 2018

Spring is upon us! It's a fresh start, and many people like to freshen their finances! In this episode Mary Sterk shares tips to Spring Clean Your Finances.

 

Saturday, April 14, 2018

There are many experts in the investment field. In this episode Mary Sterk shares nuggets of wisdom from some of the greatest minds in financial history. From Warren Buffett to Peter Lynch - you won't want to miss hearing this!

 

Saturday, April 7, 2018

Did you know that most retirements average around 27 years…. And that is 10,000 days! You might be preparing for it, but retirement is not the final goal. In this episode Mary Sterk shares ways to rethink this 10,000 day chapter...

 

Saturday, March 31, 2018

There are lots of Rules Of Thumb - but which ones make sense for you? In this episode Mary Sterk shares some Retirement Rules of Thumb worth paying attention to!

 

Saturday, March 24, 2018

When you love someone that has a brain disease, you may find yourself in a caregiver role both for health and finance. In this episode Mary Sterk shares ways to spot the need to offer assistance and what you can do to help with the finances

 

Saturday, March 17, 2018

Did you know that March Is Asset Management Awareness Month? In this episode Mary Sterk shares key strategies you should be aware of when investing your hard earned money. Subscribe To Our Podcast Here – iTunes

 

Monday, March 12, 2018

If you could achieve all of your financial dreams just by snapping your fingers and saving a few dollars life would be very simple! But since things are a bit more complex, you may need a financial planner to help guide you along the way.

 

Saturday, March 3, 2018

Corrections scare the heck out of people. For some, panic sets in and it feels like they could loose it all. In this episode Mary Sterk discusses market corrections and what to be thinking about as a savvy investor.

 

Saturday, February 24, 2018

So you think you have your retirement budge all planned out. Think again! In this episode Mary Sterk shares some surprising retirement expenses that you might not know about.

 

Saturday, February 17, 2018

You have heard the story a dozen times - former lottery winner now is dead broke. Why does this happen? In this episode Mary Sterk shares common reasons why this occurs and how to prevent the loss of your windfall money!

 

Saturday, February 10, 2018

Investing money is complex - and different strategies make the most sense in certain market cycles. In this episode Mary Sterk shares some smart strategies for investing when the markets are high.

 

Saturday, February 3, 2018

The Tax Reform has passed, but how does it affect you? In this episode Mary Sterk shares a number of changes that might impact your tax situation going forward.

 

Saturday, January 27, 2018

Divorce is difficult - emotionally and financially. In this episode Mary Sterk will educate you about important factors to consider as you move through your divorce towards a brighter future.

 

Saturday, January 20, 2018

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 ...

 

Saturday, January 6, 2018

If you are within 5 years of retirement there are some important ducks to get in a row. In this episode Mary Sterk reviews crucial decisions to make during the 5 years before retirement.

 

Saturday, December 30, 2017

In this episode Mary Sterk shares 5 smart resolutions for listeners over 50 to get your 2018 off to a great start!

 

Saturday, December 23, 2017

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 16, 2017

Certain ages bring with them certain financial changes. In this episode Mary Sterk discusses 6 milestone birthdays and how they impact you.

 

Saturday, December 9, 2017

If you are wanting to establish yourself financially - or if you are looking to help kids or grandchildren get a solid footing, tune in to hear Mary Sterk share easy tips to start saving today.

 

Saturday, December 2, 2017

What secrets do wealthy women know? In this episode Mary Sterk shares 5 Secrets of Wealthy Women.

 

Saturday, November 25, 2017

Money is an important part of life - no doubt about it. But what is your money really worth? In this episode Mary Sterk talks about the value of money, and how to align your money with the life you want to lead.

 

Saturday, November 18, 2017

As the end of the year approaches you may want to take stock to see if there are any strategic tax strategies you need to implement by year end. In this episode Mary Sterk share insights about smart year end tax planning.

 

Saturday, November 11, 2017

Bull markets are followed by bear markets are followed by bull markets are followed by…. But what does that really mean to you? In this episode Mary Sterk discusses the history of the bull and bear markets and how it impacts you.

 

Saturday, November 4, 2017

Without a doubt the holiday's challenge us with obligations and unique expenses. Some holiday stress can be avoided by not blowing your budget or going into debt. In this episode Mary Sterk shares 5 time tested strategies to reduce your ...

 

Saturday, October 28, 2017

When does another $1,000 of income trigger a 55% tax? In this episode Mary Sterk discussed how income, capital gains, and social security integrate to create your retirement tax bill.

 

Saturday, October 21, 2017

Staying organized and on top of your financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself!

 

Saturday, October 14, 2017

Retirement planning can be complex - and the sequence of market returns the first 5 years after you retire can sometimes make or break your plan! In this episode Mary Sterk introduces The Bucket Planning Strategy...

 

Saturday, October 7, 2017

Managing your portfolio has a lot of moving pieces.  Whether you are a do-it-yourself-er or just want to go beyond the basics it's important to learn about investing at a higher level. In this episode Mary Sterk discusses 3 key strategies.

 

Saturday, September 30, 2017

It's big in the news - robo-advice for discounted costs. But is it right for you? In this episode Mary Sterk discusses the pros and cons of robo-advice and shares insight about how the human touch can often make a difference.

 

Saturday, September 23, 2017

Many investors think they understand the concept of diversification - but most portfolios fall victim to skew which can damage results in both an up or down market. In this episode Mary Sterk discusses how to allocate and maintain...

 

Saturday, September 16, 2017

The transition points in life create a more immediate need for financial planning. In this episode Mary Sterk shares ideas surrounding financial transition points like retirement, divorce and changing jobs.

 

Saturday, September 9, 2017

Estate planning now involves more than just your money - it also includes your digital assets. In this episode Mary Sterk shares smart ideas on how to include digital assets in your estate plan.

 

Saturday, September 2, 2017

The recent damage from Hurricane Harvey begs the question - do natural disasters affect the markets? In this episode Mary Sterk investigates the ripple affect in the markets caused by some of the world's largest disasters.

 

Saturday, August 26, 2017

It's back to school time and college savings is on many peoples minds. In this episode Mary Sterk discusses several ways to save for college on a tax favored basis.

 

Saturday, August 19, 2017

Retirement for the high net worth comes with it's own particular brand of unique financial planning issues. In this episode Mary Sterk discusses strategic advice for those with portfolios of over a million dollars.

 

Saturday, August 12, 2017

It's no surprise that money issues can create stress fractures in even the strongest of marriages. In this episode Mary Sterk talks about great questions for couples to discuss that are designed to best understand...

 

Saturday, August 5, 2017

People of all wealth levels have unique struggles, worries and challenges when it comes to money. In this episode Mary Sterk discusses 10 of the top worries that people with larger amounts of money often have.

 

Saturday, July 29, 2017

Don’t pay a dollar more taxes then you have to! Sure - this is good advice, but it can be complicated to find every deduction and credit you can take. In this episode Mary Sterk shares a few mid year tax hacks to help ...

 

Saturday, July 22, 2017

There are only a few ways to actually get rich. In this episode Mary Sterk shares wise words to help you on your money making journey.

 

Saturday, July 15, 2017

Many people simply have no idea how much money they will spend when they retire. It all comes down to the lifestyle you want to live and how you wish to spend your time. In this episode Mary Sterk breaks down the way to look at spending..

 

Saturday, July 8, 2017

Summer can get really expensive when the grandkids come to stay! In this episode Mary Sterk offers some budget friendly ideas to enjoy the lazy summer days with those grandkids you love - without breaking the bank!

 

Saturday, July 1, 2017

After many delays, the new DOL rules went into effect June 9 regarding the fiduciary standard. In this episode Mary Sterk shares what that means for you and your retirement accounts.

 

Saturday, June 24, 2017

Women face unique challenges when it comes to the investing world. In this episode Mary Sterk shares solutions to help women take control of their financial future.

 

Saturday, June 17, 2017

There are many types of IRA's - and people frequently don’t understand the differences or some of the rules. In this episode Mary Sterk gives you an IRA overview in a simple and easy to understand way.

 

Saturday, June 10, 2017

Part of good estate planning is figuring out what to do with your "stuff". In this episode Mary Sterk shares 8 tips to maximize the value of your stuff and how to NOT leave a burden for your heirs.

 

Saturday, June 3, 2017

You're getting married! Finances are a major part of your new union. In this episode Mary Sterk shares savvy financial tips for the Bride To Be!

 

Saturday, May 27, 2017

We all want to make smart financial decisions. With so much information easily accessible through the internet you would think that would be easy! But most people still feel confused. In this episode Mary Sterk shares her thoughts on ...

 

Saturday, May 20, 2017

Graduates have a lot of financial things coming at them. High school grads are contemplating how to pay for college or get their first real job. College grads today are often faced with large debt loads and poor credit.

 

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.

 

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.