Money Guide With Mary Sterk

A good financial plan has a lot of moving parts. How do you know what should be included? In this episode of "Money Guide with Mary Sterk," Mary draws on her life experience and financial expertise with Sterk Financial Advisor Kelsey Bankey to guide you through the components of a strong plan - one that connects the money you have with the life you want to lead. Topics include: Retirement Fiduciary Net Worth Asset Allocation College Survivorship Estate Planning Will Trust Investments Market Documents Bank Statements Life Insurance Deductible Risk Management Social Security Pay Stubs Aging Parents 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