Money Guide with Sterk Financial
By Sterk Financial Services
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Episodes: 420
Description
Money Guide with Sterk Financial 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 The Advisors of Sterk Financial Services, including Mary Sterk, Forbes Award-winning Founding Partner & CEO.
***Same Trusted Guidance. More Voices.
As Sterk Financial continues to grow, our podcast is evolving too. What began as Money Guide with Mary Sterk now becomes Money Guide with Sterk Financial—reflecting the talented team of advisors who help guide our clients every day. You'll hear more perspectives, more expertise, and more conversations from the five women leading the future of our firm. Be sure to subscribe to the new channel so you don’t miss a single minute!
Sterk Financial Services (www.sterkfinancialservices.com) is headquartered in Dakota Dunes, SD with a second location in Kansas City. We are a 100% woman-owned firm, led by our Founding Partner, Author & Forbes Award-Winner, Mary Sterk. With a team fiduciary approach, our advisors provide custom designed planning paired with a disciplined investment methodology. We design holistic, cohesive, personalized strategies to help increase investments, reduce taxes and risk, optimize portfolio allocation, and create income streams designed to last a lifetime. Our ultimate goal is to align your overall financial picture to support the life you want to lead.
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 |
|---|---|
|
Keeping Tabs On Your Important Documents
|
Jul 29, 2026 |
|
Answering the Financial Questions that Count
|
Jul 18, 2026 |
|
Got Scammed?!? 10 Steps To Recovery After A Scam
|
Jun 09, 2026 |
|
Death & Taxes
|
May 22, 2026 |
|
Making the Next 15 the Best 15
|
Apr 14, 2026 |
|
Retire Smart
|
Apr 14, 2026 |
|
How To Invest Serious Money
|
Apr 14, 2026 |
|
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 |
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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
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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
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Aug 06, 2018 |
|
Retirement Advice From Actual Retired People - Episode #07-28-2018
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Jul 30, 2018 |
|
Should I Invest In Real Estate - Episode #07-21-2018
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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
|
Jul 10, 2018 |
|
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
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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 |
|
Top Tips For Pension Lump Sum Buyout Options - Episode #05-05-2018
|
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
|
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
|
Apr 03, 2018 |
|
Brain Disease & Money - Episode #03-24-2018
|
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
|
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 |