Money Guide With Mary Sterk

Have a $500K+ portfolio? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share some Must-Know Tips that you won't want to miss! Topics include: Qualified & Non-qualified Money Capital Gain X-Ray Report Liquidity Social Security Sequence of Returns Risk Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact