Money Guide With Mary Sterk

Markets go up and markets go down. In this episode Mary Sterk breaks down the major events and how the markets reacted over the last 9 decades. Source: Franklin Templeton

Once the big 5-0 has rolled around, investing can take on a whole new perspective. So what should you be doing when investing in your 50's? In this episode Mary Sterk shares practical tips and actionable strategies to maximize your investment planning in your 50's.

There are a lot of headlines right now about consumer spending being down. But what does that mean to your portfolio and the market as a whole? In this episode Mary Sterk shares connections between the markets and how yo spend your hard earned dollars.

There is a lot of chatter in the media about the stock markets being disconnected from the reality of the current Covid-19 economy. In this episode Mary Sterk shares some key insights about how markets and recessions interconnect.

So you have planned for a good retirement, and then BOOM. Something catches you off guard that you didn’t financially plan for. In this episode Mary Sterk shares some ticking time bombs that can destroy your retirement - and how to plan around them.

With the downturn in the market the first quarter of 2020, and the passing of the CARES act - its time to revisit the concept of Roth conversions. In this episode Mary Sterk shares the rules, the strategy and what to consider to determine if a Roth conversion is right for you.

Wondering if your retirement plans have been derailed because of the Covid 19 crisis? In this episode Mary Sterk discusses what has changed, what remains the same, and how to plan for retirement amidst the uncertainty of today.

Afraid taxes will take a big bite out of your retirement money? In this episode Mary Sterk shares some very important tax challenges that faces retirees, and how to put strategies in place to keep more in your pocket!

The Care Act, passed on March 27 2020, contained a multitude of provisions to help stimulate the economy. In this episode Mary Sterk explains 10 provisions that directly affect you and your pocketbook!

Opportunities abound inside of volatile markets - if you know where to look for them. In this episode, Mary Sterk shares a number of strategies you can use to take advantage of the current markets, leverage taxes, and take full advantage of the recent Fed changes.

The recent volatility in the market has many investors feeling nervous about their investment portfolio. In this episode Mary Sterk reviews what has transpired in the recent market downturn, and what to keep in mind as you navigate these choppy investing waters.

Money doesn’t come with instructions, and sometimes it's difficult to find balance in your relationship with it. In this episode Mary Sterk shares strategies to find that elusive balance to help build your financial confidence.

Emotions can take a heavy toll on investment returns. In this episode Mary Sterk dives into what mistakes to avoid and how to stay on track with your investing In times of uncertainty. Information from: Valor Capital Management

Many people are afraid that a pandemic like the Coronavirus will devastate the markets. In this episode Mary Sterk shares insights on past health scares and how they have affected broad markets over time.

Making simple mistakes in your estate planning can cost a lot of money. In this episode Mary Sterk and special guest attorney Dan Dykstra share strategies to avoid losing mega bucks due to poor planning.

Do you have habits that are sabotaging your financial success? In this episode Mary Sterk digs into some horrible money habits and how to recover from them!

The Secure Act brought sweeping changes into the Retirement Planning arena. But how does it affect YOU? In this episode,Mary Sterk shares the changes that are most impactful, and how to understand the personal effect to your own situation.

Did you know that employee financial stress is costing your business mega dollars in lost productivity? In this episode Mary Sterk sheds some light on the true cost of this issue, and creative solutions to boost productivity by easing the stress on your team.

Ever wondered what questions everyone else is asking about money? In this episode Mary Sterk dives into the most common googled financial questions - and provides some great answers!

"Grandparents have so much wisdom to offer - including financial advice. The lessons they have learned from a lifetime of handling money are valuable to us all. In this episode Mary Sterk shares sound financial advice that you can share with your grandkids. This proven advice will set the tone for great chats with grandkids who are eager to learn a thing or two about money."