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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 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/

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Check latest episodes from Money Guide with Mary Sterk podcast

Top 3 Estate Planning Must-Dos

2026/10/31

Don't want your family fighting after you are gone? In this episode, we share the top 3 estate planning must-dos to prevent your estate planning from turning into a horror story! Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

The Truth about Retirement for Women

2026/10/10

The sad truth is that there are some unique retirement planning challenges that women face. In this episode, we shed light on the issues and solutions to help you make the most of your retirement. Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Talking to Aging Parents about Their Finances

2026/09/15

Talking to your aging parents about their finances can be a rough conversation - full of hidden pitfalls and awkward pauses. But it doesn't have to be. In this episode, we share valuable tips on how to make talking to your aging parents about their finances a productive and valuable conversation. Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

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

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

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

When Your Pension Terminates!

2026/08/06

What happens when your pension goes away? Scary topic, isn't it? In this episode, we talk about what's actually happening when the pension terminates, what you should expect as an employee, what actions you should be taking and what common mistakes you should avoid. Feat Mary Sterk & Jordan Ireland Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Keeping Tabs On Your Important Documents

2026/07/29

We keep our "stuff" in so many places - in files, in a safe, online, or at the bank safety deposit box. How can you keep them all straight? In this episode, we share ways to keep yourself organized with a Personal Document Locator. Feat Mary Sterk & Julie Chadwick Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Answering the Financial Questions that Count

2026/07/18

Ever wished you had answers to your financial questions? In this episode, we share some of the most commonly asked questions …and the answers you have been dying to know! Feat Mary Sterk & Kelsey Bankey Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Got Scammed?!? 10 Steps To Recovery After A Scam

2026/06/09

How do you take the steps to recover from a #scam or #fraud? In this episode, we're talking about the logistical steps to take to try to recover some money, along with the emotional steps you can take, as #romancescams are now the ones that are driving the most amount of dollars taken fraudulently. Feat Mary Sterk & Jordan Ireland 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 Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Death & Taxes

2026/05/22

There are only two sure things in life: Death and Taxes. In this episode, we talk about taxes at death, as there's lots to plan and lots to know on these topics, including estate taxes and inheritance taxes. Feat Kelsey Bankey & Julie Chadwick 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 Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

How To Invest Serious Money

2026/04/14

How should you invest a large amount of money? In this episode of Money Guide with Mary Sterk, we share investing strategies for serious money. Feat Mary Sterk & Kelsey Bankey 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 Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Retire Smart

2026/04/14

Have you ever worried about your money not lasting during #retirement? In this episode of "Money Guide with Mary Sterk," we share strategies to make your money last and retire smart! Feat Mary Sterk & Julie Chadwick 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 Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

Making the Next 15 the Best 15

2026/04/14

"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 Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

The Big Beautiful Bill: Qualified Opportunity Zones

2026/03/16

QOZs were originally signed into law in 2017 as a part of the Tax Cut & Jobs Act and the #onebigbeautifulbill made some changes that we're walking through with you today. Feat Julie Chadwick & Kelsey Bankey 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 Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning