Money Guide with Mary Sterk
By Mary Sterk
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Episodes: 413
Description
Money Guide with Mary Sterk is a podcast about real life financial issues and how they might impact YOU! It’s about the big stuff that matters – investments, taxes, retirement strategies – but get this…it’s not boring! Featuring Mary Sterk, CFP®, the Forbes Award-winning founder of Sterk Financial Services, a wealth management firm in the Midwest. Mary Sterk, CFP® CPFA, CEO and Founder, Sterk Financial Services https://www.sterkfinancialservices.com/ 350 Oak Tree Lane Suite 150 Dakota Dunes, SD 57049 Phone: 605-217-3555
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Osaic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Please visit our website for additional disclosure: https://www.sterkfinancialservices.com/
| Episode | Date |
|---|---|
|
The Big Beautiful Bill: Qualified Opportunity Zones
|
Mar 16, 2026 |
|
The Big Beautiful Bill: 529s and Trump Accounts
|
Mar 09, 2026 |
|
The Big Beautiful Bill: Charitable Contributions
|
Feb 18, 2026 |
|
The Big Beautiful Bill: How The New Estate Planning Laws Affect YOU!
|
Feb 03, 2026 |
|
The Big Beautiful Bill: Social Security
|
Jan 21, 2026 |
|
The Big Beautiful Bill: Tips for Business Owners and Farmers
|
Dec 11, 2025 |
|
The Big Beautiful Bill: Tax Tips You Need to Know!
|
Nov 25, 2025 |
|
What The Rich People Know
|
Nov 10, 2025 |
|
Lifestyle Financial Planning
|
Nov 10, 2025 |
|
Reasons You Might NOT Be Able To Retire
|
Oct 18, 2025 |
|
Death Cleaning...What?!?
|
Oct 18, 2025 |
|
What Oprah Has to Say About Money
|
Oct 13, 2025 |
|
The Truth About Credit
|
Oct 13, 2025 |
|
5 Expenses That STOP in Retirement
|
Sep 07, 2025 |
|
The Millionaire Myth
|
Sep 07, 2025 |
|
Caring For an Aging Parent
|
Aug 10, 2025 |
|
Early Retirement Must Do's
|
Aug 10, 2025 |
|
Money Mistakes Entrepreneurs Make
|
Aug 10, 2025 |
|
Is $1Million Enough To Retire On?
|
Jun 20, 2025 |
|
The 10 Commandments of Retirement
|
Jun 20, 2025 |
|
The Wise Investor
|
Jun 20, 2025 |
|
MONEY IN A MINUTE Investing in Times of Uncertainty
|
Jun 03, 2025 |
|
MONEY IN A MINUTE Why Do You Need a Will?
|
Jun 03, 2025 |
|
MONEY IN A MINUTE Investing in Your 40s
|
Jun 03, 2025 |
|
Savvy Ways to Use Your HSA
|
May 24, 2025 |
|
6 Accounts Everyone Should Have
|
May 24, 2025 |
|
MONEY IN A MINUTE Investing in Your 30s
|
May 09, 2025 |
|
10 Tips To Retire Early
|
May 05, 2025 |
|
Must-Know Tips If You Have a $500,000+ Portfolio
|
May 05, 2025 |
|
Moms & Money
|
May 05, 2025 |
|
MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift
|
May 01, 2025 |
|
Money Problems Then & Now
|
Mar 29, 2025 |
|
MONEY IN A MINUTE What is a Certified Financial Planner?
|
Feb 28, 2025 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: FloJo
|
Feb 22, 2025 |
|
3 Personal Finance Success Metrics
|
Feb 04, 2025 |
|
MONEY IN A MINUTE 12-Month Financial Strategy
|
Jan 28, 2025 |
|
Impact Investing Basics
|
Jan 26, 2025 |
|
New Year New Goals
|
Jan 20, 2025 |
|
MONEY IN A MINUTE New Year Financial Resolutions
|
Jan 15, 2025 |
|
New Year ~ New Financial Resolutions 2025
|
Jan 13, 2025 |
|
MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids
|
Dec 19, 2024 |
|
MONEY IN A MINUTE Holiday Spending Tips
|
Dec 10, 2024 |
|
MONEY IN A MINUTE Election Year Investing Tips
|
Nov 18, 2024 |
|
MONEY IN A MINUTE Investing in an Election Year
|
Nov 18, 2024 |
|
Retirement Rules Of Thumb
|
Oct 13, 2024 |
|
Financial Lessons From American Pickers
|
Oct 13, 2024 |
|
Most Embarrassing Money Topics
|
Oct 13, 2024 |
|
When Do You Need A Financial Planner?
|
Oct 13, 2024 |
|
Brain Disease & Money
|
Sep 18, 2024 |
|
The Surprising Truth About Long-Term Care Insurance
|
Sep 14, 2024 |
|
Why Do Lottery Winners Go Broke?
|
Sep 14, 2024 |
|
Surprising Retirement Expenses You Might Not Know About
|
Sep 14, 2024 |
|
Divorce And Your Money
|
Sep 03, 2024 |
|
MONEY IN A MINUTE The Fragile Decade
|
Aug 31, 2024 |
|
5 Secrets Of Wealthy Women
|
Aug 18, 2024 |
|
The Family Estate Organizer
|
Aug 18, 2024 |
|
Easy Tips To Start Saving Today
|
Aug 12, 2024 |
|
3 Portfolio Pitfalls To Avoid
|
Aug 03, 2024 |
|
The Bulls & The Bears
|
Aug 03, 2024 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer
|
Jul 18, 2024 |
|
MONEY IN A MINUTE Investing in Your 20s
|
Jul 18, 2024 |
|
How to Pick a Stock
|
Jul 05, 2024 |
|
Maximizing Your Social Security
|
Jul 05, 2024 |
|
All About Your IRA
|
Jul 05, 2024 |
|
How The Fiduciary Rule Impacts YOU
|
Jul 05, 2024 |
|
10 Common Fears Of People With Money
|
Jul 05, 2024 |
|
Estate Planning With Digital Assets
|
Jul 05, 2024 |
|
Diversification Only Works If You Are Diversified
|
Jul 05, 2024 |
|
Estate Planning with Digital Assets
|
Jul 05, 2024 |
|
MONEY IN A MINUTE Oprah Money Quote
|
Jun 19, 2024 |
|
How Do Rising Interest Rates Impact Me?
|
May 15, 2024 |
|
MONEY IN A MINUTE: When Should You Retire?
|
May 03, 2024 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake
|
May 03, 2024 |
|
Time-Tested Strategies for Today's Investor
|
Apr 05, 2024 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson
|
Apr 05, 2024 |
|
MONEY IN A MINUTE What is a Fiduciary?
|
Mar 12, 2024 |
|
Get Your Retirement Ducks In A Row
|
Mar 05, 2024 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: Britney Spears
|
Feb 27, 2024 |
|
Taking Care of the One You Love
|
Feb 23, 2024 |
|
Reduce Your Taxes with Qualified Charitable Distributions
|
Feb 23, 2024 |
|
MONEY IN A MINUTE Disciplined Investment Methodology
|
Feb 11, 2024 |
|
MONEY IN A MINUTE New Year, New Financial Resolutions
|
Jan 25, 2024 |
|
MONEY IN A MINUTE 12-Month Financial Planner
|
Jan 10, 2024 |
|
MONEY IN A MINUTE Oprah Money Quote
|
Jan 10, 2024 |
|
New Year ~ New Financial Resolutions 2024
|
Jan 02, 2024 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: Jackie O
|
Jan 02, 2024 |
|
MONEY IN A MINUTE Timing the Market
|
Nov 02, 2023 |
|
When Your Parents Are Aging
|
Oct 23, 2023 |
|
Four Retirement Expenses that May Surprise You
|
Oct 09, 2023 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: Nicolas Cage
|
Oct 04, 2023 |
|
Medicare Made Simple
|
Oct 04, 2023 |
|
Six Smart Business Strategies
|
Sep 20, 2023 |
|
Six Keys to More Successful Investing
|
Sep 17, 2023 |
|
Understanding Social Security
|
Sep 14, 2023 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: Heath Ledger
|
Sep 14, 2023 |
|
MONEY IN A MINUTE What’s Your Money Philosophy?
|
Sep 14, 2023 |
|
Your Money Philosophy
|
Sep 01, 2023 |
|
Are You Fire-Proof?
|
Aug 31, 2023 |
|
MONEY IN A MINUTE Investing in Times of Uncertainty: Emotions
|
Aug 19, 2023 |
|
How Not To Be Average
|
Aug 19, 2023 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: Willie Nelson
|
Aug 18, 2023 |
|
MONEY IN A MINUTE Celebrity Money Mistakes: Prince
|
Aug 18, 2023 |
|
MONEY IN A MINUTE Oprah Money Quote
|
Aug 18, 2023 |
|
Back to School Special: Saving For College
|
Aug 14, 2023 |
|
Retirement Planning Pitfalls
|
Aug 14, 2023 |
|
Not All Assets Are Equal In A Divorce
|
Aug 02, 2023 |
|
MONEY IN A MINUTE The Sterk Financial Difference
|
Jul 25, 2023 |
|
Estate Planning Basics
|
Jul 21, 2023 |
|
When It's Time To Sell The Business
|
Jul 21, 2023 |
|
Are You Covered?
|
Jul 19, 2023 |
|
Retirement Income Strategies
|
Jul 02, 2023 |
|
Budget-Friendly Ways to Entertain Your Grandkids this Summer
|
Jun 18, 2023 |
|
Bridal Bucks
|
Jun 18, 2023 |
|
Managing Your Portfolio
|
Jun 03, 2023 |
|
Unexpected Life Events
|
May 21, 2023 |
|
Debt Management
|
May 21, 2023 |
|
Money Tips for the Graduate
|
May 08, 2023 |
|
When You Have Lost Your Spouse
|
May 03, 2023 |
|
What's in a Financial Plan?
|
May 01, 2023 |
|
Spring Clean Your Finances
|
Apr 15, 2023 |
|
Massive Tax Deductions using Donor-Advised Funds
|
Apr 11, 2023 |
|
Tax Hacks
|
Apr 04, 2023 |
|
March is Asset Management Awareness Month
|
Mar 21, 2023 |
|
Don't Let Panic Drive Your Investment Decisions
|
Mar 13, 2023 |
|
Time to Get Organized
|
Mar 09, 2023 |
|
Sound Investment Principles
|
Feb 24, 2023 |
|
The Family Love Letter
|
Feb 22, 2023 |
|
401(k) Education
|
Feb 08, 2023 |
|
Top 5 Tips if You're Going Through A Divorce
|
Feb 04, 2023 |
|
New Year ~ New Goals
|
Jan 20, 2023 |
|
New Year ~ New Financial Resolutions
|
Jan 16, 2023 |
|
SECURE Act 2.0
|
Jan 13, 2023 |
|
End-of-Year Tax Planning
|
Dec 29, 2022 |
|
Timely Tax Tips
|
Dec 06, 2022 |
|
Top 4 Things to Know When Your Company Closes its Doors
|
Dec 05, 2022 |
|
7 Keys to Retiring During A Recession
|
Dec 01, 2022 |
|
Financial Tips for the Holidays
|
Nov 22, 2022 |
|
Avoiding Holiday Financial Stress
|
Nov 16, 2022 |
|
End-of-Year Tax Tips
|
Nov 01, 2022 |
|
Keep More of Your Money with Tax-Sensitive Allocation
|
Oct 28, 2022 |
|
Reduce Your Taxes With Charitable Giving
|
Oct 21, 2022 |
|
Financial Changes When You Lose a Spouse
|
Sep 29, 2022 |
|
Four Retirement Expenses that May Surprise You
|
Sep 29, 2022 |
|
Recession Investment Strategies
|
Aug 30, 2022 |
|
Avoid Recession Investing Mistakes
|
Aug 20, 2022 |
|
Must-Know Tips if You have a $500K+ Portfolio
|
Aug 10, 2022 |
|
Investing When You're in Your 50s
|
Aug 10, 2022 |
|
Should You Retire at the Same Time as Your Spouse?
|
Aug 10, 2022 |
|
Money Tips From The World's Wealthiest Women
|
Aug 05, 2022 |
|
The Home Stretch: 7 Key Strategies During the Decade before You Retire
|
Jul 25, 2022 |
|
Top Tips for Pension Lump Sum Buyout Options
|
Jul 13, 2022 |
|
Let's Talk About Inflation
|
Jul 02, 2022 |
|
Strategies for Investing During Down Markets
|
Jun 09, 2022 |
|
Reduce your Taxes With Charitable Giving - Episode #10-16-21
|
Nov 11, 2021 |
|
What Women Need To Know about Retirement
|
Sep 09, 2021 |
|
The Retirement Planning Timeline - Episode #08-14-21
|
Aug 24, 2021 |
|
Understanding Key Investing Concepts - Episode #07-17-21
|
Aug 09, 2021 |
|
7 Tips If You Are Nervous About The Markets - Episode #07-03-21
|
Jul 22, 2021 |
|
The Great Resignation - Revamping Career & Retirement Plans Post-COVID 19 - Episode #06-26-21
|
Jul 11, 2021 |
|
What Does Asset Allocation Really Mean? Episode #06-12-21
|
Jun 18, 2021 |
|
Afraid of Inflation? Episode #05-29-21
|
Jun 10, 2021 |
|
4 Money Moves Before You Turn 65 - Episode #04-10-21
|
May 20, 2021 |
|
Spring Clean Your Finances! - Episode #04-17-21
|
May 20, 2021 |
|
Retiring in Uncertain Times - Episode #05-08-21
|
May 20, 2021 |
|
Avoid these celebrity money mistakes! - Episode # 03-27-21
|
Apr 05, 2021 |
|
3 Pillars of Holistic Retirement Planning - Episode #03-13-21
|
Mar 15, 2021 |
|
Investing When Markets Feel Too High - Episode #03-06-21
|
Mar 09, 2021 |
|
How the proposed Biden tax changes may affect you - Episode #02-13-21
|
Feb 18, 2021 |
|
Why Being Alive Now is the Best It's Ever Been - Episode #12-19-20
|
Dec 18, 2020 |
|
2020 End Of Year Tax Tips
|
Dec 08, 2020 |
|
What Will Your Legacy Be? - Episode #11-14-20
|
Nov 24, 2020 |
|
Investing During Uncertainty - Episode #11-07-20
|
Nov 10, 2020 |
|
Avoiding Investing Extremes - Episode #10-31-20
|
Nov 03, 2020 |
|
How Far Will $1 Million Dollars Go In Retirement? - Episode #10-24-20
|
Nov 02, 2020 |
|
Reducing The Risk In Your Portfolio - Episode #10-17-2020
|
Oct 20, 2020 |
|
Top 10 Things To Know About IRA's - Episode #10-03-2020
|
Oct 06, 2020 |
|
What To Do With Your 401(k) - Episode #09/26/20
|
Sep 29, 2020 |
|
5 Things Every Woman Should Know about Investing - Episode #09/12/20
|
Sep 14, 2020 |
|
The Home Stretch: Seven Key Strategies during the Decade Before You Retire - Episode #08/29/20
|
Sep 14, 2020 |
|
The Election and Your Investments - Episode #09/05/20
|
Sep 09, 2020 |
|
Farm Estate Planning - When Your Legacy Is The Land - Episode #08/15/20
|
Aug 24, 2020 |
|
Estate Planing During The Covid 19 Crisis - Episode #08-08-20
|
Aug 10, 2020 |
|
Investing Despite Negative News - Episode #08-01-20
|
Jul 21, 2020 |
|
Laid Off? Top 5 Tips If You Lost Your Job - Episode #07-25-20
|
Jul 21, 2020 |
|
What's All The Fuss About Negative Interest Rates? - Episode #07-11-20
|
Jul 21, 2020 |
|
What Covid-19 Taught Us About Retirement - Episode #07-04-20
|
Jul 06, 2020 |
|
Emotions & The Market - Episode #06-27-20
|
Jul 06, 2020 |
|
Social Security Must Knows - Episode #06-20-20
|
Jul 06, 2020 |
|
Market Rebound Opportunities - Episode #06-13-20
|
Jul 06, 2020 |
|
9 Decades Of Bulls & Bears - Episode #06-06-20
|
Jun 18, 2020 |
|
Investing In Your 50's - Episode #05-30-20
|
Jun 01, 2020 |
|
How Your Spending Impacts the Markets - Episode #05-23-20
|
Jun 01, 2020 |
|
Are The Markets Disconnected From Reality? Episode #05-16-20
|
May 18, 2020 |
|
Ticking Time Bombs That Can Destroy Your Retirement - Episode #05-09-20
|
May 11, 2020 |
|
Revisiting Roth Conversions - Episode #05-02-20
|
May 04, 2020 |
|
Retirement Planning During The Covid 19 Crisis - Episode #04-25-20
|
May 04, 2020 |
|
Reducing Taxes In Retirement - Episode #4 - 18 - 20
|
Apr 15, 2020 |
|
10 Ways the Care Act Affects You - Episode #04-11-20
|
Apr 13, 2020 |
|
Finding Opportunities in Crazy Markets - Episode #04-04-20
|
Apr 07, 2020 |
|
Investing In a Steep Market Decline - Episode #03-28-20
|
Mar 31, 2020 |
|
Finding Balance With Money - Episode #03-21-2020
|
Mar 31, 2020 |
|
Investing In Times Of Uncertainty - Episode #03-14-20
|
Mar 16, 2020 |
|
Coronavirus and the Markets - Episode 03-07-20
|
Mar 10, 2020 |
|
Estate Planning Mistakes That Could Cost You Mega Bucks - Episode #2-29-20
|
Mar 02, 2020 |
|
Horrible Money Habits - Episode #02-22-20
|
Feb 28, 2020 |
|
How The New Secure Act affects YOU! - Episode #02-15-20
|
Feb 28, 2020 |
|
Boost Employee Productivity With These Key Financial Strategies - Episode #02-08-20
|
Feb 28, 2020 |
|
The Most Googled Financial Questions - Episode #02-01-20
|
Feb 25, 2020 |
|
Teaching Your Grandkids about Money - Episode #01-18-2020
|
Jan 20, 2020 |
|
Reduce Your Taxes with QCD's - Episode #01-11-20
|
Jan 14, 2020 |
|
Socially Conscious Investing - Episode #01-04-2020
|
Jan 14, 2020 |
|
The Fragile Decade - Episode #12-21-19
|
Dec 23, 2019 |
|
Time To Get Organized - Episode #12-14-19
|
Dec 23, 2019 |
|
Bad News Seniors - Your Medicare Costs Are Going Up - Episode #12-07-19
|
Dec 23, 2019 |
|
The 5 Biggest Retirement Mistakes To Avoid - Episode #10-05-19
|
Dec 13, 2019 |
|
Money Mistakes To Avoid - Episode #11-30-19
|
Dec 03, 2019 |
|
What Smart Women Need To Know About Money - Episode #08-31-19
|
Nov 25, 2019 |
|
Financial Tips For The Holidays - Episode #11-23-19
|
Nov 22, 2019 |
|
Micro Habits That Can Create Financial Success - Episode #11-16-19
|
Nov 22, 2019 |
|
Financial Changes When You Lose A Spouse - Episode #09-21-19
|
Nov 13, 2019 |
|
Retire Like The Rich Do - Episode #11-09-19
|
Nov 12, 2019 |
|
End Of The Year Tax Tips - Episode #11-02-19
|
Nov 12, 2019 |
|
Talking To Aging Parents About Their Finances - Episode #10-26-19
|
Nov 12, 2019 |
|
Should You Take A 401(k) Loan - Episode #10-19-19
|
Nov 12, 2019 |
|
Financial Recovery After A Divorce - Episode #10-12-19
|
Nov 12, 2019 |
|
Do I Really Need Life Insurance - Episode #09-28-19
|
Oct 03, 2019 |
|
Keep More Of Your Money With Tax Sensitive Allocation - Episode #09-14-19
|
Sep 17, 2019 |
|
Top 3 Estate Planning Must Do's - Episode #09-07-19
|
Sep 09, 2019 |
|
What The Wealthy Know About Retirement - Episode #08-24-19
|
Aug 26, 2019 |
|
LTC Insurance - Episode #08-17-19
|
Aug 26, 2019 |
|
Making The Most Of Your Social Security - Episode #08-10-19
|
Aug 26, 2019 |
|
College Savings Top Tips - Episode #08-03-19
|
Aug 26, 2019 |
|
Rules Of The Roth - Episode #07-27-2019
|
Jul 29, 2019 |
|
Don't Let Money Ruin Your Marriage - Episode #07-20-19
|
Jul 24, 2019 |
|
Who Wants To Be A 401(k) Millionaire - Episode #07-13-19
|
Jul 24, 2019 |
|
Avoiding Portfolio Pitfalls - Episode #07-06-19
|
Jul 24, 2019 |
|
The Truth About Retirement For Women - Episode #06-29-19
|
Jul 24, 2019 |
|
Special Needs Planning - Episode #06-22-2019
|
Jun 25, 2019 |
|
Keeping Tabs On Your Important Documents - Episode #06-15-2019
|
Jun 18, 2019 |
|
Answering The Financial Questions That Count - Episode #06-08-2019
|
Jun 11, 2019 |
|
The Key Numbers Of 2019 - Episode #06-01-2019
|
Jun 11, 2019 |
|
The Truth About Investment Fees - Episode #04-27-2019
|
Jun 11, 2019 |
|
Plan, Protect, Grow - Episode #04-20-2019
|
Jun 11, 2019 |
|
Invest Like A Pro - Episode #05-25-2019
|
May 28, 2019 |
|
Ready To Retire - Episode #05-18-2019
|
May 20, 2019 |
|
This Ain't Your Mama's Money - Episode #05-11-2019
|
May 13, 2019 |
|
Spring Clean Your Finances - Episode #05-04-2019
|
May 06, 2019 |
|
How To Invest Serious Money - Episode #04-13 19
|
Apr 17, 2019 |
|
When Financial Disaster Strikes - Episode #04-06-19
|
Apr 11, 2019 |
|
Retire Smart - Episode #03-30-2019
|
Apr 03, 2019 |
|
Decluttering Your Financial Life - Episode # 03-23-2019
|
Mar 25, 2019 |
|
What The Rich People Know - Episode #03-16-2019
|
Mar 19, 2019 |
|
Should You Retire At The Same Time As Your Spouse - Episode #03-09-2019
|
Mar 11, 2019 |
|
The Top 4 Things To Know When Your Company Closes Its Doors - Episode #03-02-2019
|
Mar 08, 2019 |
|
Money In Retirement - Episode #02-23-2019
|
Feb 25, 2019 |
|
Making The Next 15 The Best 15 - Episode#02-16-2019
|
Feb 18, 2019 |
|
Lifestyle Financial Planning - Episode# 02-09-2019
|
Feb 11, 2019 |
|
Putting A Government Budget Into Real Terms - Episode #02-02-2019
|
Feb 11, 2019 |
|
Reasons You Might NOT Be Able To Retire - Episode# 01-26-2019
|
Jan 28, 2019 |
|
Money Tips From The Worlds Wealthiest Women - Episode #01-19-2019
|
Jan 21, 2019 |
|
Death Cleaning - What?!? - Episode #01-12-2019
|
Jan 14, 2019 |
|
Finance In Your 50's - Episode #01-05-2019
|
Jan 11, 2019 |
|
New Year - New Financial Resolutions - Episode #12-29-2018
|
Dec 31, 2018 |
|
The Truth About Credit - Episode #12-15-2018
|
Dec 17, 2018 |
|
The Millionaire Myth - Eplisode #12-08-2018
|
Dec 10, 2018 |
|
What Oprah Has To Say About Money - Episode #12-01-2018
|
Dec 06, 2018 |
|
Money Mistakes Entrepreneurs Make - Episode #11-24-2018
|
Nov 26, 2018 |
|
11172018 - Timely Tax Tips
|
Nov 20, 2018 |
|
Avoiding Holiday Financial Stress - Episode #11-10-2018
|
Nov 15, 2018 |
|
5 Expenses That STOP In Retirement - Episode #11-03-2018
|
Nov 06, 2018 |
|
Early Retirement Must Do's - Episode #10-27-2018
|
Oct 29, 2018 |
|
Caring For An Aging Parent - Episode #10-20-2018
|
Oct 22, 2018 |
|
The 10 Commandments Of Retirement - Episode # 10-13-2018
|
Oct 16, 2018 |
|
The Wise Investor - Episode #10-06-2018
|
Oct 08, 2018 |
|
09292018 - Is $1Million Enough To Retire On
|
Oct 01, 2018 |
|
09222018 - Massive Tax Deductions Using Donor Advised Funds
|
Sep 25, 2018 |
|
Savvy Ways To Use Your HSA - Episode #09-15-2018
|
Sep 17, 2018 |
|
6 Accounts Everyone Should Have - Episode #09-08-2018
|
Sep 17, 2018 |
|
Must Know Tips If You Have A $500,000+ Portfolio - 09-01-2018
|
Sep 17, 2018 |
|
10 Tips To Retire Early - Episode #08-25-2018
|
Aug 27, 2018 |
|
3 Personal Finance Success Metrics - Episode #08-18-2018
|
Aug 21, 2018 |
|
Money Problems - Then & Now - Episode #08-11-2018
|
Aug 21, 2018 |
|
Best College Planning Strategies - Episode #08-04-2018
|
Aug 06, 2018 |
|
Retirement Advice From Actual Retired People - Episode #07-28-2018
|
Jul 30, 2018 |
|
Should I Invest In Real Estate - Episode #07-21-2018
|
Jul 23, 2018 |
|
6 Expensive Things That Are Totally Worth The Money - Episode #07-14-2018
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Jul 16, 2018 |
|
The Investor's Journey - Episode #07-07-2018
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Jul 10, 2018 |
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6 Hot Button Retirement Topics - Episode #06-30-2018
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Jul 02, 2018 |
|
Impact Investing Basics - Episode #06-23-2018
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Jun 25, 2018 |
|
10 Most Embarrassing Money Topics - Episode #06-16-2018
|
Jun 18, 2018 |
|
The Family Love Letter - Episode# 06-09-2018
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Jun 11, 2018 |
|
Financial Lessons From American Pickers - Episode#06-02-2018
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Jun 06, 2018 |
|
Estate Planning DONT'S - Episode #05-19-2018
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May 22, 2018 |
|
05122018 - Hobbies That Can Fund Retirement
|
May 14, 2018 |
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Top Tips For Pension Lump Sum Buyout Options - Episode #05-05-2018
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May 07, 2018 |
|
Turning Retirement Savings Into Retirement Income - Episode #04-28-2018
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Apr 30, 2018 |
|
Spring Clean Your Finances - Episode #04-21-2018
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Apr 27, 2018 |
|
Wisdom Of Great Investors - Episode #04-14-2018
|
Apr 27, 2018 |
|
10,000 Days Of Retirement - Episode #04-07-2018
|
Apr 27, 2018 |
|
Retirement Rules Of Thumb - Episode #03-31-2018
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Apr 03, 2018 |
|
Brain Disease & Money - Episode #03-24-2018
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Mar 26, 2018 |
|
March Is Asset Management Awareness Month - Episode #03-17-2018
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Mar 19, 2018 |
|
When Do You Need A Financial Planner - Episode #03-10-2018
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Mar 12, 2018 |
|
When Markets Correct - Episode #03-03-2018
|
Mar 06, 2018 |
|
Surprising Retirement Expenses You Might Not Know About - Episode #02-24-2018
|
Feb 26, 2018 |
|
Why Do Lottery Winners Go Broke - Episode #02-17-2018
|
Feb 19, 2018 |
|
How To Invest When Markets Are High - Episode #02-10-2018
|
Feb 13, 2018 |
|
How Does Tax Reform Affect Me - Episode #02-03-2018
|
Feb 13, 2018 |
|
Divorce And Your Money - Episode #01-27-2018
|
Feb 13, 2018 |
|
The Surprising Truth About Long Term Care Insurance - Episode #01-20-2018
|
Jan 24, 2018 |
|
The 5 Years Before Retirement - Episode #01-06-2018
|
Jan 24, 2018 |
|
What's In Your Soon Bucket - Episode #10-14-2017
|
Jan 17, 2018 |
|
5 Financial Resolutions If You Are Over Age 50 - Episode #12-30-2017
|
Jan 04, 2018 |
|
Financial Tips From Holiday Movies - Episode #12-23-2017
|
Dec 27, 2017 |
|
Milestone Birthdays - Episode #12-16-2017
|
Dec 19, 2017 |
|
Easy Tips To Start Saving Today - Episode #12-09-2017
|
Dec 14, 2017 |
|
5 Secrets Of Wealthy Women - Episode # 12-02-2017
|
Dec 14, 2017 |
|
What Is Your Money Really Worth - Episode #11-25-2017
|
Dec 08, 2017 |
|
End Of Year Tax Planning - Episode #11-18-2017
|
Nov 22, 2017 |
|
The Bulls & The Bears - Episode #11-11-2017
|
Nov 22, 2017 |
|
Five Holiday Financial Strategies - Episode #11-04-2017
|
Nov 22, 2017 |
|
Getting The Most Out Of Your Social Security - Episode #10-28-2017
|
Oct 30, 2017 |
|
The Family Estate Organizer - Episode #10-21-2017
|
Oct 24, 2017 |
|
3 Portfolio Pitfalls To Avoid - Episode #10-07-2017
|
Oct 11, 2017 |
|
What Is Robo - Advice - Episode #09-30-2017
|
Oct 02, 2017 |
|
Diversification Only Works If You Are Diversified - Episode #09-23-2017
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Sep 25, 2017 |
|
You Have A Transition You Need A Plan - Episode #09-16-2017
|
Sep 18, 2017 |
|
Estate Planning With Digital Assets - Episode #09-09-2017
|
Sep 11, 2017 |
|
Do Natural Disasters Affect The Market - Episode # 09-02-2017
|
Sep 05, 2017 |
|
Back To School Special - Saving For College - Episode #08-26-2017
|
Aug 29, 2017 |
|
Retirement Planning For The High Net Worth - Episode #08-19-2017
|
Aug 22, 2017 |
|
Marriage And Money - Episode # 08-12-2017
|
Aug 22, 2017 |
|
Tax Hacks - Episode #07-29-2017
|
Aug 11, 2017 |
|
10 Common Fears Of People With Money - Episode #08-05-2017
|
Aug 09, 2017 |
|
How Do People Get Rich - Episode # 07-22-2017
|
Jul 24, 2017 |
|
Spending During Your Golden Years - Episode # 07-15-2017
|
Jul 17, 2017 |
|
Budget Friendly Ways To Entertain Your Grandkids This Summer - Episode #07-08-2017
|
Jul 17, 2017 |
|
How The Fiduciary Rule Impacts YOU! - Episode #07-01-2017
|
Jul 17, 2017 |
|
Investing For Women - Episode #06-24-2017
|
Jun 27, 2017 |
|
All About Your IRA - Episode #06-17-2017
|
Jun 19, 2017 |
|
When Nobody Wants Your Parent's Stuff - Episode #06-10-2017
|
Jun 13, 2017 |
|
Bridal Bucks - Episode #06-03-2017
|
Jun 07, 2017 |
|
Worth It Or Not Worth It - Episode #05-27-2017
|
May 30, 2017 |
|
Money Tips For The Graduate - Episode #05-20-2017
|
May 22, 2017 |
|
Mom's & Money - Episode #05-13-2017
|
May 15, 2017 |
|
Surviving Financial Stress - Episode #05-06-2017
|
May 09, 2017 |
|
The Top 4 Worries Before You Retire - Episode #04-29-2017
|
May 01, 2017 |
|
Maximizing Your Social Security - Episode #04-22-2017
|
Apr 25, 2017 |
|
Is Your Home Renovation Worth It - Episode #04-15-2017
|
Apr 18, 2017 |
|
Control From The Grave - Episode #04-08-2017
|
Apr 11, 2017 |
|
How Do Rising Interest Rates Impact Me? Episode #04-01-2017
|
Apr 03, 2017 |
|
Do THIS With Your Old 401k - Episode #03-25-2017
|
Mar 28, 2017 |
|
How To Pick A Stock - Episode #03-18-2017
|
Mar 20, 2017 |
|
Don't Make These Investing Mistakes Episode #03-11-2017
|
Mar 15, 2017 |
|
Time Tested Strategies For Today's Investor - Episode #03-04-2017
|
Mar 06, 2017 |
|
Financial Lessions From Epic Movies - Episode #02-25-2017
|
Feb 28, 2017 |
|
When Your Parents Are Aging - Episode #02-18-2017
|
Feb 20, 2017 |
|
Taking Care Of The One You Love - Episode #02-11-2017
|
Feb 13, 2017 |
|
Top 10 Financial Tips For Women Over 50 - Episode #02-04-2017
|
Feb 07, 2017 |
|
Grandparent Money Wisdom - Episode #01-28-2017
|
Jan 30, 2017 |
|
Financial Tips By The Decades - Episdoe #01-21-2017
|
Jan 23, 2017 |
|
How A New President Might Affect Your Money - Episode #01-14-2017
|
Jan 16, 2017 |
|
Get Your Retirement Ducks In A Row - Episode #01-07-2017
|
Jan 09, 2017 |
|
New Year New Goals - Episode #123116
|
Jan 03, 2017 |
|
Financial Lessons From Holiday Movies - Episode #122416
|
Dec 27, 2016 |
|
Teaching Kids About Money - Episode #121716
|
Dec 21, 2016 |
|
RMDs And IRAs - Episode #121016
|
Dec 12, 2016 |
|
Planning For A Rainy Day - Episode #120316
|
Dec 07, 2016 |
|
Holiday Spending Mistakes - Episode #112616
|
Nov 28, 2016 |
|
Giving Money Away - Episode #111916
|
Nov 21, 2016 |
|
Elections & The Market - Episode #110516
|
Nov 14, 2016 |
|
Four Retirement Expenses That May Surprise You - Episode #111216
|
Nov 14, 2016 |
|
What's In A Retirement Plan - Episode #102916
|
Nov 03, 2016 |
|
8 Must Know Tips For Caregivers - Episode #102216
|
Oct 25, 2016 |
|
Medicare Made Simple - Episode #101516
|
Oct 24, 2016 |
|
Is Your Financial Advisor Ripping You Off - Episode #100816
|
Oct 13, 2016 |
|
Six Smart Business Strategies - Episode #100116
|
Oct 10, 2016 |
|
Life Insurance Made Simple - Episode #092416
|
Oct 05, 2016 |
|
Six Keys To More Successful Investing - Episode #091016
|
Sep 22, 2016 |
|
Understanding Social Security - Episode #091716
|
Sep 22, 2016 |
|
Financial Lessons From Dear Old Dad - Episode #090316
|
Sep 22, 2016 |
|
So You Inherited Money...Now What - Episode #082716
|
Sep 07, 2016 |
|
Planning For Travel - Episode #082016
|
Aug 26, 2016 |
|
Your Money Philosophy - Episode #081316
|
Aug 22, 2016 |
|
Are You Fire Proof - Episode #080616
|
Aug 12, 2016 |
|
How Not To Be Average - Episode #070216
|
Aug 09, 2016 |
|
Retirement Planning Pitfalls - Episode #073016
|
Aug 08, 2016 |
|
Demystifying Investment Expenses And Fees - Episode #072316
|
Aug 02, 2016 |
|
Can You Afford To Retire - Episode #070916
|
Jul 27, 2016 |
|
Not All Assets Are Equal In A Divorce - Episode #071616
|
Jul 26, 2016 |
|
Estate Planning Basics - Episode #030516
|
Jun 17, 2016 |
|
When It's Time to Sell the Business - Episode #043016
|
Jun 17, 2016 |
|
Are You Covered? - Episode #050716
|
Jun 17, 2016 |
|
Advice for College Graduates - Episode #052116
|
Jun 17, 2016 |
|
Retirement Income Strategies - Episode #052816
|
Jun 17, 2016 |
|
All About Credit - Episode #060416
|
Jun 17, 2016 |
|
Managing Your Portfolio - Episode #061116
|
Jun 17, 2016 |
|
Unexpected Life Events - Episode #061816
|
Jun 17, 2016 |
|
Trusts Made Simple - Episode #062516
|
Jun 17, 2016 |
|
Debt Management - Episode #042316
|
Jun 17, 2016 |
|
Newlywed Advice - Episode #041616
|
Jun 17, 2016 |
|
Aging Parents and Finance - Episode #040916
|
Jun 17, 2016 |
|
What's In a Financial Plan? - Episode #040216
|
Jun 17, 2016 |
|
When the Divorce is Done - Episode #031916
|
Jun 17, 2016 |
|
Retirement Readiness - Episode #031216
|
Jun 17, 2016 |
|
Starting a Business - Episode #022716
|
Jun 16, 2016 |
|
When You Have Lost Your Spouse - Episode #022016
|
Jun 16, 2016 |
|
Sound Investment Principles - Episode #021316
|
Jun 16, 2016 |
|
Financial Guidance for Caregivers - Episode #020616
|
Jun 16, 2016 |
|
Understanding Long Term Care Insurance - Episode #013016
|
Jun 16, 2016 |
|
Going Through a Divorce - Episode #012316
|
Jun 16, 2016 |
|
401k Education - Episode #011616
|
Jun 16, 2016 |
|
12 Month Financial Strategy - Episode #010916
|
Jun 16, 2016 |