About this episode
In this episode, Mary Sterk and Kelsey Bankey discuss assessing your current financial situation and strategies for improvement.
"All progress starts by telling the truth." - Dan Sullivan. In this episode of "#MoneyGuidewithMarySterk, we discuss assessing where you are right now and what you can do to improve your situation. Feat Mary Sterk & Kelsey Bankey #dansullivan #financegoals #emergencyfund #fiscalresponsibility #retirement #risktolerance #conservative #lottery #ruleofthirds #savings #401k #getawayfund #fiduciary 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
People in this episode
Host: Mary Sterk
Guest: Kelsey Bankey
Topics covered
- financial assessment
- improvement strategies
- retirement planning
- fiscal responsibility
- risk tolerance
Keywords
- finance goals
- emergency fund
- savings
- 401k
- lottery
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