『Money Guide with Mary Sterk』のカバーアート

Money Guide with Mary Sterk

Money Guide with Mary Sterk

著者： Mary Sterk
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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 are offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Woodbury. Neither Woodbury Financial nor its representatives or employees provide legal or tax advice. Please visit our website for additional disclosure: https://www.sterkfinancialservices.com/© 2023 Money Guide with Mary Sterk 経済学
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  • Special Needs Planning

    Special Needs Planning
    2026/09/01

    When you have a person in your life with special needs, there are some unique financial planning methods available to you. In this episode, we dive into effective planning tools for the people that you love.

    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

    #ForbesAwardWinner #WealthManagement #EstatePlanning
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    25 分
  • Plan, Protect, Grow

    Plan, Protect, Grow
    2026/08/27

    What do you want for your wealth? In this episode, we discuss ways to plan, protect and grow your money.

    Feat Mary Sterk & Julie Chadwick

    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

    #ForbesAwardWinner #WealthManagement #EstatePlanning
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    25 分
  • Long-Term Care Insurance

    Long-Term Care Insurance
    2026/08/19

    Don't want to lose your life savings to the nursing home? In this episode, we share ways to effectively plan for long-term care without sacrificing all of your hard-earned assets!


    Feat Mary Sterk & Julie Chadwick

    Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

    #ForbesAwardWinner #WealthManagement #EstatePlanning
    続きを読む 一部表示
    24 分
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