Money Guide with Mary Sterk Podcast By Mary Sterk cover art

Money Guide with Mary Sterk

Money Guide with Mary Sterk

By: 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 Economics
Episodes
  • The Big Beautiful Bill: Qualified Opportunity Zones

    The Big Beautiful Bill: Qualified Opportunity Zones
    Mar 16 2026

    QOZs were originally signed into law in 2017 as a part of the Tax Cut & Jobs Act and the #onebigbeautifulbill made some changes that we're walking through with you today.

    Feat Julie Chadwick & Kelsey Bankey

    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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    27 mins
  • The Big Beautiful Bill: 529s and Trump Accounts

    The Big Beautiful Bill: 529s and Trump Accounts
    Mar 9 2026

    We're updating you today on some of the changes that have been coming down the pipeline from the #onebigbeautifulbill including taxes, K-12 qualified education expenses and more!

    Feat Jordan Ireland & Julie Chadwick

    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
    Show more Show less
    16 mins
  • The Big Beautiful Bill: Charitable Contributions

    The Big Beautiful Bill: Charitable Contributions
    Feb 18 2026

    As a part of our podcast series on the #onebigbeautifulbill, this episode focuses on the changes to Charitable Giving #obbba #charitablegiving #charity

    Feat Julie Chadwick & Kelsey Bankey

    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
    Show more Show less
    23 mins
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