Episodios

  • The Big Beautiful Bill: Tips for Business Owners and Farmers
    Dec 11 2025

    This Big Beautiful Bill is a big, big bill. In this episode (part 1 of 7), we talk about how some of the changes inside the #bigbeautifulbill specifically are going to impact business owners and farmers, and we give a few strategies that you can talk to your CPA or attorney about to see if they might be helpful for you.

    Feat Mary Sterk & Julie Chadwick

    Subscribe to #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm

    #forbes #financialplanner #wealthmanagement #sterkfinancialservices

    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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    21 m
  • The Big Beautiful Bill: Tax Tips You Need to Know!
    Nov 25 2025

    There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time. In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very valuable knowledge!

    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm

    #forbes #financialplanner #wealthmanagement #sterkfinancialservices

    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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    21 m
  • Lifestyle Financial Planning
    Nov 10 2025

    What is Lifestlye Financial Planning? In this episode, we share the meaning of this type of planning and how it can benefit you.

    Feat Mary Sterk & Julie Chadwick

    #moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservices

    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!
    Follow us on Facebook
    Follow us on Linkedin
    Subscribe on Youtube
    Follow us on Twitter

    Más Menos
    25 m
  • What The Rich People Know
    Nov 10 2025

    Have you ever wondered what the rich people know about money that you don't? In this episode, we shine some light on tips to build and maintain #wealth.

    Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm

    #forbes #financialplanner #wealthmanagement #sterkfinancialservices

    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!
    Follow us on Facebook
    Follow us on Linkedin
    Subscribe on Youtube
    Follow us on Twitter

    Más Menos
    25 m
  • Death Cleaning...What?!?
    Oct 18 2025

    Part of good #estateplanning is figuring out what to do with your "stuff". In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one.

    #mariecondo #recycle #donate #livingwill #healthcare #powerofattorney #trust #wealth #beneficiary #liquidation #appraiser #family

    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
  • Reasons You Might NOT Be Able To Retire
    Oct 18 2025

    Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement.

    Feat Mary Sterk & Julie Chadwick

    #forbes #financialplanner #wealthmanagement #sterkfinancialservices

    Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
    Schedule an appointment with one of our advisors today!
    Follow us on Facebook
    Follow us on Linkedin
    Subscribe on Youtube
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    24 m
  • The Truth About Credit
    Oct 13 2025

    Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit.

    #forbes #financialplanner #wealthmanagement #sterkfinancialservices

    Feat Mary Sterk & Kelsey Bankey

    Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
    Schedule an appointment with one of our advisors today!
    Follow us on Facebook
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    24 m
  • What Oprah Has to Say About Money
    Oct 13 2025

    #OprahWinfrey is a modern day icon and one of the richest women alive. In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives.

    Feat Mary Sterk & Kelsey Bankey

    #forbes #financialplanner #wealthmanagement #sterkfinancialservices

    Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
    Schedule an appointment with one of our advisors today!
    Follow us on Facebook
    Follow us on Linkedin
    Subscribe on Youtube
    Follow us on Twitter

    Más Menos
    25 m
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