Money Guide With Mary Sterk

#BullMarkets are followed by #bearmarkets are followed by bull markets are followed by bear markets are followed by…. But what does that really mean to you? In this episode of #MoneyGuidewithMarySterk, we discuss the history of the bull and bear markets and how it impacts you. #stockmarket #volatility #emotions #greatdepression #portfolio #greatrecession #recession #investmentmistakes #media #panic #stocks #bonds #skew #retirement Feat Mary Sterk & Kelsey Bankey

Managing 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. In this episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently make. #investment #buyandhold #buylowsellhigh #mutualfunds #peergroup #bonds #assetclass #volatility #retirement #interestrates Feat Mary Sterk & Kelsey Bankey

It's never too early to start investing but where do you begin? #budget #debt #emergencyfund #expenses #goals #savings #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Even #celebrities can spend themselves right into #bankruptcy because they are not living within their means. It sounds simple, yet millions of Americans have a problem with this. #MCHammer #rapper #fortune #fame #hammerpants #plagiarize #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Many #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. In this episode of #MoneyGuidewithMarySterk, we discuss how to #allocate and maintain a #diversified #portfolio. Feat Mary Sterk & Kelsey Bankey #assetclass #assetallocation #risk #risktolerance #stocks #bonds #cash #401k #saving #retirement #investment

#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan. #will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login #password #computer Feat Mary Sterk & Kelsey Bankey

People of all #wealth levels have unique struggles, worries and challenges when it comes to #money. In this episode of #MoneyGuidewithMarySterk, we discuss 10 of the top worries that people with larger amounts of money often have. #investing #loans #relationship #dating #lawsuit #health #medical #celebrities #fiduciary #identitytheft #bankstatement #encryption #children Feat Mary Sterk & Kelsey Bankey

What is a fiduciary? In this episode of #MoneyGuidewithMarySterk, we share what the fiduciary standard means for you and your #retirement accounts. #assets #rollover #IRA #advisor #CFP #risktolerance #insurance #investment #statefarm Feat Mary Sterk & Kelsey Bankey

There are many types of IRAs - and people frequently don’t understand the differences or some of the rules. In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way. #taxes #rothira #taxbreak #investment #401k #roth401k Feat Mary Sterk & Kelsey Bankey

Many people are confused about the best way and the best time to begin taking their #socialsecurity check. In this episode of #MoneyGuidewithMarySterk, we discuss ways to maximize your own personal social security. #retirement #lifeexpectancy #benefits #retirementplanning #retirementgoals #widow #divorce Feat Mary Sterk & Kelsey Bankey

Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stock Feat Mary Sterk & Kelsey Bankey #agriculture #tech #financial #johndeere #investing #fundamentalanalysis #pricetoearning #metrics #stockmarket #cashflow #profitability #portfolio #technicalanalysis #trend #risk #daytrading #standarddeviation #volatility #beta #dividend

#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan. #will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login #password #computer

We all recognize #Oprah is an icon. She’s truly a #ragstoriches story and has undoubtedly learned a lot of lessons about #money in her life. #oprahwinfrey #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

The Fed has bumped up the #interestrates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode of #MoneyGuidewithMarySterk, we share how rising interest rates actually affects YOU. Feat Mary Sterk & Kelsey Bankey #federalreserve #inflation #bank #loan #fixedincome #socialsecurity #wealth #strategy #refinance #mortgage #savings #bonds

Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses. #JustinTimberlake #MySpace #Facebook #Bono #U2 #PalmPilot #smartphone #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health. Some people prefer to retire early to enjoy leisure years, while others continue working for as long as they can. #retirementplan #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include: #investing #blackmonday #tech #assetclasses #portfolio #equity #cash #assetallocation #stockmarket #sku #diversity Feat Mary Sterk & Kelsey Bankey

What #celebrity money mistake did we learn from #MikeTyson? Ears are not for biting and #money doesn’t last forever. Tyson was the world #heavyweight champion, worth over $300 million at the height of his career in boxing. However, his career came to a sudden halt in 1997 with the legendary ear-biting incident with #EvanderHolyfield. And his ridiculous spending habits continued beyond his lucrative career resulting in bankruptcy. #boxing #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an experienced team working tirelessly as fiduciaries for their best interest. #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices sterkfinancialservices.com

Are your retirement ducks in a row? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss the main issues that face retirees and how to approach them so you can retire with confidence. Topics include: Emotions Health Insurance Medicare Nursing Home Assets Income Liquidity Taxes Investments Skew Stocks 401(k) Risk Legal Documents Will Power of Attorney Portfolio Asset Allocation 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