Money Guide With Mary Sterk

Got a pension that is offering you a lump sum buyout option? Comparing the choices can be confusing. In this episode of "Money Guide with Mary Sterk," Mary and Sterk Financial Advisor Kelsey Bankey share top tips to help you understand the best choice for you when offered a pension lump sum option. Topics include: Defined Benefits Frozen Benefits Annuity Options Single Life Annuity Joint & Survivor Annuity Pension Maximization Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://podcasts.apple.com/us/podcast/money-guide-with-mary-sterk/id1126426770 Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

In this episode of "Money Guide with Mary Sterk," Mary talks about why inflation is such a big deal, what to know about stagflation, and how you might control or adjust your own consumer spending. Topics include: Inflation Market Volatility Supply Chain Issues Consumer Spending Gas Prices Labor Force Participation Wage Growth Supply Shock Poor Economic Policies Subscribe to the “Money Guide with Mary Sterk” podcast: podcasts.apple.com/us/podcast... Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact

In this episode of "Money Guide with Mary Sterk," Mary shares strategies to overcome bad decision-making during down markets, as well as time-tested ways to invest when markets are volatile. Topics include: Market Volatility Emotional Reactions Investment Decisions Herd Mentality Historical Perspective Bear Markets Negative News Buying Opportunity Tax Loss Harvesting Tax Gain Management Repositioning Roth IRA Conversion Risk Tolerance Level Retirement Accounts Subscribe to the “Money Guide with Mary Sterk” podcast: https://podcasts.apple.com/us/podcast... Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

Many of our clients give to charitable organizations - both for personal satisfaction and for the tax deductions. In this episode, Mary Sterk shares ways to create positive impact on the world and on your tax return with your giving.

Women face a unique set of challenges when it comes to investment and retirement planning. In this episode, Mary Sterk breaks down some critical issues and how to wrap solutions around them.

Ever wondered when you should be doing certain things to help plan your retirement? In this episode, Mary Sterk breaks down key strategies and when to deploy them leading up to your retirement date.

There is a lot to know when it comes to investing. In this episode, Mary Sterk dives into some key investing concepts to help educate you on your path to portfolio management.

Skittish about the current markets? Inflation and political concerns creating anxiety? In this episode, Mary Sterk shares 7 tips for those who are nervous about today's markets.

The pandemic gave people time to really think about what matters most. For many, that means less time working. In this episode, Mary Sterk discusses The Great Resignation that may be upon us, and how that can shift your career and retirement plans.

It's easy to say you need to have good asset allocation - but what does that really mean? In this episode, Mary Sterk dives into a deeper understanding about allocating assets in a way that really resonates with your own personal situation.

Recent headlines have been talking about runaway inflation - but should it really strike fear into your heart? In this episode, Mary Sterk dives into how inflation affects your own pocketbook and how to cut through the headlines to understand the real data.

If you’re not confident that your retirement plan is on track to deliver the lifestyle you want amid historic levels of uncertainty, you’re in the right place. In this episode, Mary Sterk shares strategies to build confidence about retiring during uncertain times.

It's that time of year - spring is busting out all over! People are clearning out their flower beds, their garages… and their finances! In this episode Mary Sterk shares some valuable spring cleaning tips when it comes to your money and finances!

Ever wonder what money moves to make before you turn 65? In this episode Mary Sterk shares 4 strategies that are key to put in place before your 65th birthday!

So many celebrities have made big money mistakes. How can you avoid them? In this episode Mary Sterk shares strategies to avoid making the same mistakes that cost the celebrities millions!

A great retirement is about more than just the money - its about your whole life. In this episode Mary Sterk shares 3 key pillars that can contribute to a retirement worth living.

Feeling concern about high markets? You are not alone! Many investors begin to feel uncomfortable as markets climb, wondering how long it can last. In this episode Mary Sterk shares strategies and tips for investing while markets are high.

Wondering how the proposed Biden tax changes may affect you and your pocketbook? In this episode Mary Sterk discusses some of the provisions and how they may impact you, your family, and your money.

This year has been a doozy! But if you really look at things, this is the best time to ever have been alive. In this episode Mary Sterk breaks down key areas that have improved over time and how they relate to your retirement planning right now.

2020 End Of Year Tax Tips by Mary Sterk