Money Guide With Mary Sterk

Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode Mary Sterk shares some tips to help you maximize your QCD opportunity.

Socially responsible investing is an investment strategy that has been gaining recognition and traction in recent years. With news of shady and illegal investment deals becoming common, some investors have begun to insist that the companies they invest in make socially responsible choices. In this episode Mary Sterk dives into the nuts and bolts of socially conscious investing to help you determine if it's a right fit for your portfolio.

Have you heard about The Fragile Decade - the one that could blow up your whole retirement plan? In this episode Mary Sterk explores the concept of the fragile decade and how to try to mitigate the risks associated with it so you can retire with more confidence.

Can you lay your hands easily on your birth certificate? That is a perfect test for how organized you really are! In this episode Mary Sterk shares tips about what financial information to focus on organizing.

What a bummer- Medicare costs are going up! In this episode Mary Sterk shares what to expect from the recent Medicare cost hikes and how they can impact your retirement budget.

The 5 Biggest Retirement Mistakes To Avoid - Episode #10-05-19 by Mary Sterk

All too often, holiday stress tends to dominate our holiday experience. Without a doubt this time of year challenges us with unique expenses. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and enjoy your holidays more!

What Smart Women Need To Know About Money - Episode #08-31-19 by Mary Sterk

All too often, holiday stress tends to dominate our holiday experience. Without a doubt this time of year challenges us with unique expenses. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and enjoy your holidays more!

Small daily habits can contribute to your financial success. In this episode Mary Sterk discusses several micro habits that can boost your financial life in a positive way!

Financial Changes When You Lose A Spouse - Episode #09-21-19 by Mary Sterk

If you want to retire like the rich do, you have to learn some of the basic money lessons the rich know and practice. In this episode Mary Sterk shares strategies designed to create the financial retirement success you desire!

There is still time to capture some tax deductionsthis year. In this episode Mary Sterk shares some tips and strategies surrounding end of year tax planning.

Talking to your aging parents about their finances can be a rough conversation - full of hidden pitfalls and awkward pauses. But it doesn't have to be. In this episode Mary Sterk shares valuable tips on how to make talking to your aging parents about their finances a productive and valuable conversation.

Many people wonder if taking a 401(k) loan is a smart move. In this episode Mary Sterk discusses pros and cons of 401(k loans to help you make a strong decision.

Adjusting to life financially after a divorce can be a complex and very emotional journey. In this episode Mary Sterk guides you through some tips and strategies to make that post divorce financial journey just a little bit easier.

Do you really need life insurance? In this episode Mary Sterk sheds light on the life insurance arena to help you decide if you really need some.

At the end of the day it'snot how much you earn, it's how much you KEEP of what you earned. In this episode Mary Sterk shares ways to keep more with a concept called tax sensitive allocation.

Don't want your family fighting after you are gone? In this episode Mary Sterk shares the top 3 estate planning Must Do's to prevent your estate planning from turning into a horror story!

What do the wealthy know about retirement that you don’t? In this episode Mary Sterk shares key strategies that the wealth use during retirement that might help you create financial success!