Money Guide with Mary Sterk copertina

Money Guide with Mary Sterk

Money Guide with Mary Sterk

Di: Mary Sterk
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Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, SD 57049 Phone: 605-217-3555 Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Woodbury. Neither Woodbury Financial nor its representatives or employees provide legal or tax advice. Please visit our website for additional disclosure: https://www.sterkfinancialservices.com/© 2023 Money Guide with Mary Sterk Economia
Episodi
  • The Truth about Retirement for Women

    The Truth about Retirement for Women
    Oct 10 2026

    The sad truth is that there are some unique retirement planning challenges that women face. In this episode, we shed light on the issues and solutions to help you make the most of your retirement.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning
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    25 min
  • Talking to Aging Parents about Their Finances

    Talking to Aging Parents about Their Finances
    Sep 15 2026

    Talking to your aging parents about their finances can be a rough conversation - full of hidden pitfalls and awkward pauses. But it doesn't have to be. In this episode, we share valuable tips on how to make talking to your aging parents about their finances a productive and valuable conversation.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning
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    23 min
  • Special Needs Planning

    Special Needs Planning
    Sep 1 2026

    When you have a person in your life with special needs, there are some unique financial planning methods available to you. In this episode, we dive into effective planning tools for the people that you love.

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning
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    25 min
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