Sinopsis
Podcast by Mary Sterk
Episodios
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09222018 - Massive Tax Deductions Using Donor Advised Funds
25/09/2018 Duración: 23minEver wanted to super charge your tax deductions for charitable giving? In this episode Mary Sterk shares strategies to create massive current year tax deductions using Donor Advised Funds.
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Savvy Ways To Use Your HSA - Episode #09-15-2018
17/09/2018 Duración: 22minEver wonder what the best way to use your HSA is? In this episode Mary Sterk covers the must know details surrounding when and how to best use your HSA.
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6 Accounts Everyone Should Have - Episode #09-08-2018
17/09/2018 Duración: 22minThere are certain accounts that contribute to a person's financial success. In this episode Mary Sterk discusses the 6 accounts everyone should have.
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Must Know Tips If You Have A $500,000+ Portfolio - 09-01-2018
17/09/2018 Duración: 22minHave a $500,000 + portfolio? In this episode Mary Sterk shares some Must Know Tips that you won't want to miss!
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10 Tips To Retire Early - Episode #08-25-2018
27/08/2018 Duración: 22minMany people would love to retire early, but aren’t quite sure how to set things up to do so. In this episode Mary Sterk shares 10 tips to retire early.
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3 Personal Finance Success Metrics - Episode #08-18-2018
21/08/2018 Duración: 22minEver wonder what creates personal financial success? In this episode Mary Sterk shares 3 critical metrics that financially successful people pay attention to.
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Money Problems - Then & Now - Episode #08-11-2018
21/08/2018 Duración: 23minThe money issues your grandparents faced have changed. In this episode Mary Sterk shares money problems from the past, and modern day solutions you can apply today.
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Best College Planning Strategies - Episode #08-04-2018
06/08/2018 Duración: 22minCollege can be a wonderful experience, but it also can be very expensive! In this episode Mary Sterk shares strategies to save and plan for college.
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Retirement Advice From Actual Retired People - Episode #07-28-2018
30/07/2018 Duración: 24minThere are a lot of experts who provide guidance when it comes to retirement. In this episode Mary Sterk shares insights from actual retired people about what they have found to be the most important tips of all!
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Should I Invest In Real Estate - Episode #07-21-2018
23/07/2018 Duración: 24minYou may have heard that investing in real estate can be a good idea. In this episode Mary Sterk talks about some important real estate investing basics so you can better understand if it's a good fit for you!
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6 Expensive Things That Are Totally Worth The Money - Episode #07-14-2018
16/07/2018 Duración: 24minThere is no end of ways we can spend our hard earned cash. In this episode Mary Sterk talks about 6 of them that might be expensive, but from a quality of life perspective are totally worth it!
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The Investor's Journey - Episode #07-07-2018
10/07/2018 Duración: 24minAn investor's journey covers a lot of life events - from your first real job to spending your last dollar. In this episode Mary Sterk highlights different parts in that journey and important tidbits to help you along your own path.
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6 Hot Button Retirement Topics - Episode #06-30-2018
02/07/2018 Duración: 23minThere are a lot of hot button topics that can impact your retirement regardless of your political stance. In this episode Mary Sterk talks about 6 of them that might impact YOU!
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Impact Investing Basics - Episode #06-23-2018
25/06/2018 Duración: 23minWe all want to live in a better world. Is impact investing the way to go? In this episode Mary Sterk shares tips and strategies so yo know if impact investing is right for you.
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10 Most Embarrassing Money Topics - Episode #06-16-2018
18/06/2018 Duración: 21minUnderstanding all aspects of your financial life, is crucial to becoming confident about money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode Mary Sterk sheds light on the top 10 most embarrassing money topics - and how to start communicating about them.
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The Family Love Letter - Episode# 06-09-2018
11/06/2018 Duración: 22minThe primary goal of estate planning is to protect and preserve your family, not your assets. In this episode Mary Sterk shares how a Family Love Letter can help you do just that.
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Financial Lessons From American Pickers - Episode#06-02-2018
06/06/2018 Duración: 22minWhat is that old stuff worth? In this episode Mary Sterk shares some fun financial lessons learned from the popular TV show American Pickers.
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Estate Planning DONT'S - Episode #05-19-2018
22/05/2018 Duración: 23minYou might think the rich and famous had it all figured out - but the aftermaths of their estate planning nightmares show us that is definitely not true! In this episode Mary Sterk shares some famous estate planning debacles and the lessons of what NOT to do!
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05122018 - Hobbies That Can Fund Retirement
14/05/2018 Duración: 22minMany people are interested in gradually transitioning into retirement. A great way to semi-retire is to pursue hobbies that can also bring in some cash. In this episode Mary Sterk shares a number of hobbies that can help fund your retirement years.
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Top Tips For Pension Lump Sum Buyout Options - Episode #05-05-2018
07/05/2018 Duración: 22minGot a pension that is offering you a lump sum buyout option? Comparing the choices can be confusing. In this episode Mary Sterk shares top tips to help you understand the best choice for you when offered a pension lump sum option.