Episodi

  • 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
    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
    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
  • Plan, Protect, Grow
    Aug 27 2026

    What do you want for your wealth? In this episode, we discuss ways to plan, protect and grow your money.

    Feat Mary Sterk & Julie Chadwick

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

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    25 min
  • Long-Term Care Insurance
    Aug 19 2026

    Don't want to lose your life savings to the nursing home? In this episode, we share ways to effectively plan for long-term care without sacrificing all of your hard-earned assets!


    Feat Mary Sterk & Julie Chadwick

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

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    24 min
  • When Your Pension Terminates!
    Aug 6 2026

    What happens when your pension goes away? Scary topic, isn't it? In this episode, we talk about what's actually happening when the pension terminates, what you should expect as an employee, what actions you should be taking and what common mistakes you should avoid.

    Feat Mary Sterk & Jordan Ireland

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

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    18 min
  • Keeping Tabs On Your Important Documents
    Jul 29 2026

    We keep our "stuff" in so many places - in files, in a safe, online, or at the bank safety deposit box. How can you keep them all straight? In this episode, we share ways to keep yourself organized with a Personal Document Locator.

    Feat Mary Sterk & Julie Chadwick

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

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    25 min
  • Answering the Financial Questions that Count
    Jul 18 2026

    Ever wished you had answers to your financial questions? In this episode, we share some of the most commonly asked questions …and the answers you have been dying to know!

    Feat Mary Sterk & Kelsey Bankey

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

    #ForbesAwardWinner #WealthManagement #EstatePlanning

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    25 min