Money Guide With Mary Sterk
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- Narrador: Vários
- Editor: Podcast
- Duración: 124:44:07
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Sinopsis
Podcast by Mary Sterk
Episodios
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Financial Tips From Holiday Movies - Episode #12-23-2017
27/12/2017 Duración: 20minThe holiday movie tradition brings a smile and warm memories to many people. But did you know that holiday movies are filled with great money lessons?In this episode Mary Sterk shares fun financial lessons learned from heartwarming holiday movies. From learning the true value of a gift to how to measure wealth, these insights will be sure to delight every movie lover.
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Milestone Birthdays - Episode #12-16-2017
19/12/2017 Duración: 23minCertain ages bring with them certain financial changes. In this episode Mary Sterk discusses 6 milestone birthdays and how they impact you.
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Easy Tips To Start Saving Today - Episode #12-09-2017
14/12/2017 Duración: 24minSometimes getting started is the hardest part. 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.
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5 Secrets Of Wealthy Women - Episode # 12-02-2017
14/12/2017 Duración: 21minWomen are controlling more of the wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode Mary Sterk shares 5 Secrets of Wealthy Women.
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What Is Your Money Really Worth - Episode #11-25-2017
08/12/2017 Duración: 23minMoney is an important part of life - no doubt about it. It provides food, shelter and clothing - along with security, comfort and fun. 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.
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End Of Year Tax Planning - Episode #11-18-2017
22/11/2017 Duración: 20minAs 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 that you may want to look into - before it's too late!
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The Bulls & The Bears - Episode #11-11-2017
22/11/2017 Duración: 23minBull markets are followed by bear markets are followed by bull markets are followed by bear 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.
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Five Holiday Financial Strategies - Episode #11-04-2017
22/11/2017 Duración: 22minFestive decorating, chaotic traveling, buying gifts, and Chrismas cooking tend to dominate our holiday experience. 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 financial stress and enjoy your holidays more!
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Getting The Most Out Of Your Social Security - Episode #10-28-2017
30/10/2017 Duración: 24minWhen 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. Learn how to understand the impact of taking additional income, and strategies to maximize the amount of social security you get to keep.
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The Family Estate Organizer - Episode #10-21-2017
24/10/2017 Duración: 23minStaying 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! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all of your important documents are. In this episode Mary Sterk discusses how The Family Estate Organizer can help you, your family, and your estate planning.
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3 Portfolio Pitfalls To Avoid - Episode #10-07-2017
11/10/2017 Duración: 22minManaging 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. Avoiding these all too common Portfolio Pitfalls can make a difference to your overall financial success in the long run. In this episode Mary Sterk discusses 3 key strategies of strong portfolio management to help avoid common pitfalls that investors frequently make.
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What Is Robo - Advice - Episode #09-30-2017
02/10/2017 Duración: 22minIt'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.
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Diversification Only Works If You Are Diversified - Episode #09-23-2017
25/09/2017 Duración: 21minMany 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. Why? Because asset classes respond different to stimuli in the world. What works in one setting may not work in another. In this episode Mary Sterk discusses how to allocate and maintain a diversified portfolio.
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You Have A Transition You Need A Plan - Episode #09-16-2017
18/09/2017 Duración: 23minYou Have A Transition You Need A Plan - Episode #09-16-2017 by Mary Sterk
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Estate Planning With Digital Assets - Episode #09-09-2017
11/09/2017 Duración: 22minEstate planning now involves more than just your money - it also includes your digital assets. Passwords, photos, digital intellectual property - the values can add up to significant amounts. However many people ignore these things in their estate plan. In this episode Mary Sterk shares smart ideas on how to include digital assets in your estate plan.
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Do Natural Disasters Affect The Market - Episode # 09-02-2017
05/09/2017 Duración: 23minFloods, tsunamis, hurricanes - what do they all have in common? Financial devastation for many involved. 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.
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Back To School Special - Saving For College - Episode #08-26-2017
29/08/2017 Duración: 23minIt's back to school time and college savings is on many peoples minds. Parents & Grandparents alike can learn how how to best help that budding scholar - from 529 plans to life insurance to Roth IRA's. In this episode Mary Sterk discusses several ways to save for college on a tax favored basis.
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Retirement Planning For The High Net Worth - Episode #08-19-2017
22/08/2017 Duración: 21minRetirement 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.
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Marriage And Money - Episode # 08-12-2017
22/08/2017 Duración: 22minIt'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 each others money mindsets.
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Tax Hacks - Episode #07-29-2017
11/08/2017 Duración: 19minDon’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 keep more of your money in your own pocket.