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On the show
From 11 epsHost
Recent guests
Recent episodes
Got Scammed?!? 10 Steps To Recovery After A Scam
Jun 9, 2026
25m 05s
Death & Taxes
May 22, 2026
30m 45s
How To Invest Serious Money
Apr 14, 2026
25m 01s
Retire Smart
Apr 14, 2026
24m 46s
Making the Next 15 the Best 15
Apr 14, 2026
23m 48s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/9/26 |  Got Scammed?!? 10 Steps To Recovery After A Scam✨ | scam recoveryfinancial fraud+3 | Jordan Ireland | Sterk Financial ServicesForbes | — | scamfraud+4 | — | 25m 05s | |
| 5/22/26 | Death & Taxes✨ | deathtaxes+3 | Kelsey BankeyJulie Chadwick | Sterk Financial ServicesMoney Guide with Mary Sterk+1 | — | deathtaxes+3 | — | 30m 45s | |
| 4/14/26 |  How To Invest Serious Money✨ | investing strategieslarge investments+3 | Kelsey Bankey | Sterk Financial ServicesApple Podcasts+1 | — | investingfinancial planner+3 | — | 25m 01s | |
| 4/14/26 | Retire Smart✨ | retirement planningfinancial strategies+3 | Julie Chadwick | Sterk Financial ServicesForbes | — | retirementfinancial planner+3 | — | 24m 46s | |
| 4/14/26 | Making the Next 15 the Best 15✨ | financial assessmentimprovement strategies+3 | Kelsey Bankey | — | — | finance goalsemergency fund+3 | — | 23m 48s | |
| 3/16/26 | The Big Beautiful Bill: Qualified Opportunity Zones✨ | Qualified Opportunity ZonesTax legislation+3 | Julie ChadwickKelsey Bankey | Money Guide with Mary SterkSterk Financial Services+1 | — | Qualified Opportunity ZonesTax Cut & Jobs Act+3 | — | 26m 36s | |
| 3/9/26 | The Big Beautiful Bill: 529s and Trump Accounts✨ | 529 planstax changes+3 | Jordan IrelandJulie Chadwick | Money Guide with Mary Sterksterkfinancialservices+1 | — | 529 planstax changes+3 | — | 16m 23s | |
| 2/18/26 | The Big Beautiful Bill: Charitable Contributions✨ | charitable contributionsfinancial planning+3 | Julie ChadwickKelsey Bankey | Money Guide with Mary SterkSterk Financial Services+1 | — | charitable givingfinancial planner+3 | — | 23m 19s | |
| 2/3/26 | The Big Beautiful Bill: How The New Estate Planning Laws Affect YOU!✨ | estate planningnew laws+3 | — | Sterk Financial ServicesForbes+1 | — | estate planning lawsfinancial planner+3 | — | 23m 58s | |
| 1/21/26 | The Big Beautiful Bill: Social Security✨ | Social Securityonebigbeautifulbill+3 | Kelsey BankeyJordan Ireland | Sterk Financial ServicesApple Podcasts | — | Social Securityonebigbeautifulbill+3 | — | 21m 40s | |
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| 12/11/25 | The Big Beautiful Bill: Tips for Business Owners and Farmers✨ | business ownersfarmers+4 | Julie Chadwick | Sterk Financial ServicesForbes | — | Big Beautiful Billbusiness owners+5 | — | 21m 09s | |
| 11/25/25 | The Big Beautiful Bill: Tax Tips You Need to Know! | There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time. In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very valuable knowledge! Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 11/10/25 | Lifestyle Financial Planning | What is Lifestlye Financial Planning? In this episode, we share the meaning of this type of planning and how it can benefit you. Feat Mary Sterk & Julie Chadwick #moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 11/10/25 | What The Rich People Know | Have you ever wondered what the rich people know about money that you don't? In this episode, we shine some light on tips to build and maintain #wealth. Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 10/18/25 | Death Cleaning...What?!? | Part of good #estateplanning is figuring out what to do with your "stuff". In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one. #mariecondo #recycle #donate #livingwill #healthcare #powerofattorney #trust #wealth #beneficiary #liquidation #appraiser #family Feat Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 10/18/25 | Reasons You Might NOT Be Able To Retire | Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement. Feat Mary Sterk & Julie Chadwick #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 10/13/25 | The Truth About Credit | Good #credit is a major part of a healthy financial life. In this episode of #MoneyGuidewithMarySterk, we share some must-know nuggets of truth surrounding having excellent credit. #forbes #financialplanner #wealthmanagement #sterkfinancialservices Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 10/13/25 | What Oprah Has to Say About Money | #OprahWinfrey is a modern day icon and one of the richest women alive. In this episode of #MoneyGuidewithMarySterk, we share some of Oprah's money quotes and how to integrate this wisdom in our daily lives. Feat Mary Sterk & Kelsey Bankey #forbes #financialplanner #wealthmanagement #sterkfinancialservices Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 9/7/25 |  The Millionaire Myth | Many people think you need to win the #lottery or get crazy lucky to become a #millionaire. In this episode of #MoneyGuidewithMarySterk, we debunk some common #myths about how #millionaires are made. #everydaymillionaire #chrishogan #401k #riskyinvestment #investing #stockmarket #assetallocation #trustfundbaby #inheritance #ruleofthirds #debt Feat Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 9/7/25 | 5 Expenses That STOP in Retirement | We all hear about costs rising, but did you know there are 5 specific expenses that actually decrease or go away entirely in #retirement? In this episode of #MoneyGuidewithMarySterk, we shed some light on key #expenses you WON'T have to keep planning for. #inflation #costofliving #payroll #payrolltaxes #socialsecurity #medicare #assets #income #selfemployed #businessowner #commuting #starbucks #wardrobe #apparel #clothing #accessories #disability #lifeinsurance #incomegap #incomestream #investments Feat Mary Sterk Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 8/10/25 | Money Mistakes Entrepreneurs Make | #Entrepreneurs are known for taking #business #risk, but are they putting their portfolios at risk, too? In this episode of #MoneyGuidewithMarySterk, we share some #moneymistakes entrepreneurs make and how to avoid them! Feat Mary Sterk & Kelsey Bankey #ruleofthirds #profit #diversification #DIY #portfolio #fiduciary #interestrates #bonds #peergroup #portfoliomanagement #flawofaverages Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 8/10/25 | Early Retirement Must Do's | White sand, sunny beach… early #retirement? If that's your ideal life, you wont' want to miss this episode of #MoneyGuidewithMarySterk as we share these important must-know #earlyretirement tips! #entrepreneur #invest #profit #taxes #fees #budget #mortgage #studentloans #taxbreak #401k #wealth #debt #emotions Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 8/10/25 | Caring For an Aging Parent | Caring for an #aging #parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their #finances. In this episode of #MoneyGuidewithMarySterk, we discuss various strategies to assist your aging #parents with their finances - everything from bill paying to structuring #investments to #nursinghome decisions. Listen in to help take the complexity and uncertainty out of parent care and move forward with clarity and confidence. #caregiver #cashflow #socialsecurity #medication #healthcare #powerofattorney #hospice #medicare #medicade Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 6/20/25 | The Wise Investor | Ever wondered what the wise #investors already know? In this episode of #MoneyGuidewithMarySterk, we share some wisdom of the ages surrounding #investing and #saving. #risk #moneymarket #savingsaccount #financialplanner #timehorizon #modernportfolio #emergencyfund #downpayment #income #jobloss #workplaceretirement #401k #rothira #retirement #fiveyearclock #freemoney #taxfreemoney #conversion #pretaxira #taxes #penalty #financialadvisor #cpa #brokerageaccount #timingthemarket #compoundinterest Feat Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
| 6/20/25 | The 10 Commandments of Retirement | When it comes right down to it, #retirementplanning follows some basic fundamental principles. In this episode of #MoneyGuidewithMarySterk, we detail out 10 #commandments of #retirement. #ruleofthirds #debt #tencommandments #savings #taxes #taxbracket #investments #ROTHIRA #municipalbonds #401k #cobra #healthcare #healthinsurance #medicare #income #longtermcare #alzheimers #retirementplan #socialsecurity #estateplanning #powerofattorney Feat Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact | — | ||||||
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