Best Financial Advisor A Kansas City Podcasts (2024)

1
The Retirement Equation: Controlling What We Can Control 15:03

36m ago15:03

15:03

When it comes to planning for retirement, one of the most critical aspects to understand is control. Knowing what is within your control, what you have some control over, and what is entirely out of your control can make a significant difference in how you approach planning. Today we’re going to focus on the behavioral side of planning and discuss …

1
Deflation, Sound Money, Is Bitcoin "Good?" | Tim Wuebker 56:23

38m ago56:23

56:23

In conversation again with Tim Wuebker. We discussed inflation, deflation, hard money, and the moral case for Bitcoin. I recall how the 2008 financial crisis led me to question the stability of traditional financial systems and eventually turned me towards Bitcoin, especially during the money-printing spree of 2020. We delved into the advantages of…

1
The Bulls & The Bears 24:38

1h ago24:38

24:38

#BullMarkets are followed by #bearmarkets are followed by bull markets are followed by bear markets are followed by…. But what does that really mean to you? In this episode of #MoneyGuidewithMarySterk, we discuss the history of the bull and bear markets and how it impacts you.#stockmarket #volatility #emotions #greatdepression #portfolio #greatrece…

1
3 Portfolio Pitfalls To Avoid 24:15

1h ago24:15

24:15

Managing your #portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics, it's important to learn about #investing at a higher level. In this episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently m…

1
Time to Take the Retirement Checklist Challenge 16:00

3h ago16:00

16:00

Retirement planning can be overwhelming, but it doesn't have to be. Working through a checklist can ease your worries and give you confidence, but what should you have on that retirement checklist? Today Scott is going to share his Checklist Challenge, a comprehensive guide to ensure you're fully prepared for retirement. Find out which 34 essential…

1
The Pros Not Understanding Bitcoin Is a Good Thing For Us 20:23

12d ago20:23

20:23

While bitcoin is in common parlance now in market commentary, politics, and internet culture, few understand what could be an idea hiding in plain sight. This is good news for us, as herein lies the opportunity. July 2024 Special Report - Andrew Flattery Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the O…

1
5 Critical Questions To Ask Your Financial Advisor 18:30

2h ago18:30

18:30

Whether you're just starting out with a financial advisor or considering a change, it’s important to have some key questions in mind to help determine whether a particular advisor is a good fit for you and your finances. Today we’re going to give you five critical questions you need to ask to ensure you're getting the best…

1
MONEY IN A MINUTE: Investing in Your 20s 1:04

4d ago1:04

1:04

It's never too early to start investing but where do you begin? #budget #debt #emergencyfund #expenses #goals #savings #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #…

1
MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer 0:53

20d ago0:53

0:53

Even #celebrities can spend themselves right into #bankruptcy because they are not living within their means. It sounds simple, yet millions of Americans have a problem with this. #MCHammer #rapper #fortune #fame #hammerpants #plagiarize#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvis…

1
Protect Your Information: Our Cybersecurity Event with Ryan Fickel 1:08:44

10d ago1:08:44

1:08:44

In today’s digital age, cybersecurity has become a critical concern for everyone, especially those planning for retirement. In this special edition of Your Retirement Elevated we’re sharing a video replay of our recent cybersecurity event with expert Ryan Fickel. Ryan is the Chief Technology Officer and Chief Information Security Officer at Advisor…

1
Don’t Let the IRS End Up With Your Retirement Money 15:11

2d ago15:11

15:11

The truth about retirement planning is that many people need a reality check when it comes to taxes and the impact they will have on their retirement money. Today we’re going to turn our attention to tax planning and how to keep most of your money from going to the IRS instead of the things you want to spend it on in retirement. Here’s what we cove…

1
Diversification Only Works If You Are Diversified 23:22

8d ago23:22

23:22

Many #investors think they understand the concept of #diversification - but most portfolios fall victim to #skew, which can damage results in both an up or down #market. In this episode of #MoneyGuidewithMarySterk, we discuss how to #allocate and maintain a #diversified #portfolio. Feat Mary Sterk & Kelsey Bankey#assetclass #assetallocation #risk #…

1
Estate Planning With Digital Assets 24:06

8d ago24:06

24:06

#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan.#will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login …

1
10 Common Fears Of People With Money 24:25

8d ago24:25

24:25

People of all #wealth levels have unique struggles, worries and challenges when it comes to #money. In this episode of #MoneyGuidewithMarySterk, we discuss 10 of the top worries that people with larger amounts of money often have.#investing #loans #relationship #dating #lawsuit #health #medical #celebrities #fiduciary #identitytheft #bankstatement …

1
How The Fiduciary Rule Impacts YOU 22:33

8d ago22:33

22:33

What is a fiduciary? In this episode of #MoneyGuidewithMarySterk, we share what the fiduciary standard means for you and your #retirement accounts.#assets #rollover #IRA #advisor #CFP #risktolerance #insurance #investment #statefarm Feat Mary Sterk & Kelsey BankeyBy Mary Sterk

1
All About Your IRA 25:17

8d ago25:17

25:17

There are many types of IRAs - and people frequently don’t understand the differences or some of the rules. In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way.#taxes #rothira #taxbreak #investment #401k #roth401k Feat Mary Sterk & Kelsey Bankey…

1
Maximizing Your Social Security 23:21

8d ago23:21

23:21

Many people are confused about the best way and the best time to begin taking their #socialsecurity check. In this episode of #MoneyGuidewithMarySterk, we discuss ways to maximize your own personal social security.#retirement #lifeexpectancy #benefits #retirementplanning #retirementgoals #widow #divorce Feat Mary Sterk & Kelsey Bankey…

1
How To Pick A Stock 24:26

8d ago24:26

24:26

Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stockFeat Mary Sterk & Kelsey Bankey#agriculture #tech #financial #johndeere #investing #fundamen…

1
Writing Books, Catholic Investing, Bitcoin vs. Ethereum | Devin Rose 45:47

24d ago45:47

45:47

I have a deep and varied conversation with Devin Rose, a Catholic author, blogger, and software engineer. We dive into topics like writing books, moral guidance for Catholic investors, and the debate between Bitcoin and Ethereum. Devin shares his personal journey from militant atheism to Catholicism, his experiences with homesteading, and his insig…

1
Mastering The 5 Key Areas of Your Financial Life 25:11

11d ago25:11

25:11

What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases? Listen in as Scott walks us through the 5 key areas of a complete financial plan in today’s episode- income planning, investment planning, tax planning, heal…

1
Am I At Risk of Having My Identity Stolen or Being A Victim of Fraud? 22:28

16d ago22:28

22:28

Today we’re going to cut through some of the fear by identifying the most common financial scams so you know what to be on the lookout for. We’ll also give you some tangible actions to take today to help safeguard your accounts. Are you at risk of having your identity stolen or becoming of fraud? We’ll break it all down with Scott in this video. He…

1
Lean Entrepreneurship, Twitter, Harrison Butker | Bryant Suellentrop 53:05

1M ago53:05

53:05

In this Reformed Financial Advisor pod I talk with my friend Bryant Suellentrop, who shares his journey from from scratch to success in various businesses. Bryant reveals how he transitioned from a web design business to a profitable cleaning company and ultimately founded a recruiting agency, Elevate and Delegate. He discusses the advantages of vi…

1
7 Habits for Living an Exceptional Retirement 26:54

23d ago26:54

26:54

Most people think retirement planning is all about the numbers. Will the assets I have accumulated – 401k/IRA, Social Security, real estate, pension, etc. – provide enough income in retirement to fund my lifestyle? Once you reach retirement, you’ll quickly realize there’s much more to preparing for the next chapter of life. Today we’re going to sha…

1
MONEY IN A MINUTE Oprah Money Quote 0:55

24d ago0:55

0:55

We all recognize #Oprah is an icon. She’s truly a #ragstoriches story and has undoubtedly learned a lot of lessons about #money in her life. #oprahwinfrey#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsec…

1
The 3 Stages of Retirement 21:57

2M ago21:57

21:57

Retirement is a journey, and like any journey, it has its phases. Understanding these phases is crucial to ensure that you can enjoy your golden years without financial stress. In this episode, we’ll take you through the the essential stages of retirement planning: the go-go, slow-go, and no-go years. Understanding these three stages will help you …

1
Celebrating the Launch of our Brand New Book 26:33

3M ago26:33

26:33

The long process of writing a book has finally wrapped up for Scott and we’re excited to be rolling it out very soon. In anticipation of the launch of Exceptional Retirement: Tools and Strategies for Retiring On Your Own Terms, we wanted to share some background on the book, the chapters that we think you’ll like most, and the personal stories that…

1
How Do Rising Interest Rates Impact Me? 21:50

2M ago21:50

21:50

The Fed has bumped up the #interestrates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode of #MoneyGuidewithMarySterk, we share how rising interest rates actually affects YOU.Feat Mary Sterk & Kelsey Bankey#federalreserve #inflation #bank #loan #fixedincome #socialsecurity #wealth #strategy …

1
Notes on Young Michael Saylor 55:23

3M ago55:23

55:23

I dive into evolution of Michael Saylor alongside his company, MicroStrategy, illustrating Saylor's rise from humble beginnings, the establishment of MicroStrategy driven by his tech foresight, and the challenges he faced post an accounting scandal in 2000. I consider Saylor as a visionary who deftly navigates through adversities, embraces innovati…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake 0:54

2M ago0:54

0:54

Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses. #JustinTimberlake #MySpace #Facebook #Bono #U2 #PalmPilot #smartphone#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #40…

1
MONEY IN A MINUTE: When Should You Retire? 0:54

2M ago0:54

0:54

#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health. Some people prefer to retire early to enjoy leisure years, while others continue working for as long as they can.#retirementplan#moneyinaminute #forbes #fina…

1
Retirement Questions That Every Generation Should Be Asking 31:52

3M ago31:52

31:52

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. In today’s episode, we’ll s…

1
Embracing the Unexpected: 9 Retirement Surprises Unveiled 25:00

4M ago25:00

25:00

Are you prepared for the unexpected turns your retirement might take? In this episode of Your Retirement Elevated Podcast with Scott Dougan, we explore the surprising findings from a study by the Transamerica Center for Retirement Studies. The study reveals a stark contrast between pre-retiree expectations and retiree realities, and we're here to e…

1
Time-Tested Strategies For Today's Investor 23:31

3M ago23:31

23:31

#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include:#investing #blackmonday #tech #assetclasses #portfolio #…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson 0:56

4M ago0:56

0:56

What #celebrity money mistake did we learn from #MikeTyson? Ears are not for biting and #money doesn’t last forever. Tyson was the world #heavyweight champion, worth over $300 million at the height of his career in boxing. However, his career came to a sudden halt in 1997 with the legendary ear-biting incident with #EvanderHolyfield. And his ridicu…

1
Conquer FOBO: Making Decisions with Confidence 21:17

4M ago21:17

21:17

Ever found yourself endlessly scrolling through options, unable to make a choice? You might be falling into the trap of FOBO: Fear of Better Options. It’s a psychological phenomenon where someone avoids making a decision out of the fear that there may be a better option out there. How can we identify it and work with …

1
The Shift from Saving to Spending Money 22:31

5M ago22:31

22:31

Are you ready to flip the switch from saving to spending as you approach retirement? Many people struggle with the transition and mindset shift that happens in retirement. In this episode, we’ll explore the delicate balance between money, happiness, and the art of spending wisely in your golden years. It's packed with insights on the psychological …

1
MONEY IN A MINUTE What is a Fiduciary? 0:56

5M ago0:56

0:56

When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an …

1
Practical Strategies for Protecting Retirees Against Scams & Fraud 27:37

5M ago27:37

27:37

On today's episode, we're going talk about scams and how they are more prevalent than you might think. In fact, just in 2022, there were more than 88,000 complaints of fraud that resulted in more than $3 billion in losses from people age 60+. Here are some of the questions we’ll tackle in this episode: Why are people aged 60 and over common targets…

1
Get Your Retirement Ducks In A Row 22:52

5M ago22:52

22:52

Are your retirement ducks in a row? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss the main issues that face retirees and how to approach them so you can retire with confidence. Topics include:EmotionsHealth InsuranceMedicareNursing HomeAssetsIncomeLiquidityTaxesInvestmentsSkewStocks401(k)Risk…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Britney Spears 0:55

6M ago0:55

0:55

#BritneySpears was very young when she hit fame and created a large amount of fortune. She had some very public meltdowns early on and her Father became the custodian of her money. Her long running battle to reclaim financial control spurred the fans group called “The #FreeBritney Movement.” Britney successfully petitioned the court to end the #con…

1
Reduce Your Taxes With QCD’s 22:37

6M ago22:37

22:37

Did you know you can reduce your taxes by making a QCD right out of your IRA? A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill. But there are nuances and rules surrounding it that are important to understand. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Ad…

1
Taking Care Of The One You Love 24:53

6M ago24:53

24:53

Valentine's Day is right around the corner and love is in the air! In this episode of "Money Guide with Mary Sterk", we talk about how you can show your love by making sure that your financial ducks are in a row so that your loved ones are all taken care of. Topics include:Life InsuranceBillsDebtMortality TableBenefitsEstate PlanningWillFinancial P…

1
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024? 13:43

6M ago13:43

13:43

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. Here's what we discuss in this episode: What are we talking about when we say, “lazy money?” The curren…

1
Against 'Die with Zero' 36:39

6M ago36:39

36:39

In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy. I also explore the societal shift towards individualism…

1
MONEY IN A MINUTE Disciplined Investment Methodology 0:46

6M ago0:46

0:46

How do you know if your #investments are any good? Here’s the thing: #money doesn’t come with instructions. Creating and maintaining a strong #portfolio takes a lot of research and review. That’s why we developed our disciplined investment methodology. #holdings #wealth#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagemen…

1
Peak 65: Preparing for the Largest Retirement Surge Ever 25:02

6M ago25:02

25:02

Today's magic number is 65. You know, unlike older retired Baby Boomers, the majority of peak 65ers don't have pensions, which used to help fill that gap left by Social Security. Well, our current retirement system is obsolete. It's time for a new retirement security framework. These were the words of Jason Fitchner, an executive director at the AL…

1
MONEY IN A MINUTE New Year, New Financial Resolutions 0:48

6M ago0:48

0:48

The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year. If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider.#creditscore #…

1
Biggest Changes for Retirement in 2024 20:40

7M ago20:40

20:40

With inflation adjustments and the phased implementation of the SECURE Act 2.0, there are some important retirement planning changes to pay attention to this year. From potential tax implications on Social Security benefits to alterations in retirement account rules, higher Medicare expenses, increased IRA contribution limits, and shifts in require…

1
MONEY IN A MINUTE Oprah Money Quote 0:49

6M ago0:49

0:49

#Oprah says when she's buying things, she asks herself this: “Do my things promote joy, beauty, and usefulness or are they just burdensome? I have decided to keep only that which delights me or enhances my well-being.” Do you own your stuff or does your stuff own you?#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement …

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Financial Advisor A Kansas City Podcasts

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