Best Financial Advisor A Kansas City Podcasts (2024)

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

10d 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
Lean Entrepreneurship, Twitter, Harrison Butker | Bryant Suellentrop 53:05

18d 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
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
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

2M 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
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 #…

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

3M 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
MONEY IN A MINUTE What is a Fiduciary? 0:56

4M 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
Get Your Retirement Ducks In A Row 22:52

4M 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

5M 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

5M 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

5M 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
Against 'Die with Zero' 36:39

5M 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

5M 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
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
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 …

1
MONEY IN A MINUTE 12-Month Financial Planner 1:14

6M ago1:14

1:14

Let's kick your year off with a simple financial approach designed to last the year! #accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneyti…

1
New Year - New Financial Resolutions 2024 23:41

6M ago23:41

23:41

It's time to jump-start 2024! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share smart resolutions for you to think about the year ahead and improve yourself from a financial standpoint. Topics include:Credit ScoreEmergency FundSavingsBeneficiariesPer StirpesWillTestamentary TrustPower of AttorneyS…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Jackie O 0:59

6M ago0:59

0:59

What can we learn from #celebrity #money mistakes? Finish your #estateplanning. #JackieO has an eternal legacy of style. Unfortunately, her style was better than her estate planning #jackieonassis #jackiekennedy #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirem…

1
Building Generational Wealth: A Catholic Perspective w/ Dorian Antešić 1:00:28

7M ago1:00:28

1:00:28

In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monast…

1
MONEY IN A MINUTE Timing the Market 0:59

8M ago0:59

0:59

#Investing mistakes can get magnified in times of #marketvolatility, and one major mistake people make is trying to time the #market. Sometimes you have to just remember that the slow and steady method of investing is historically what wins. It's not timing the market. It's time IN the market. #moneyinaminute #forbes #financialplanner #investing #f…

1
When Your Parents Are Aging 23:48

9M ago23:48

23:48

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 "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss various strategies to assist your aging parents with their finances - everything from bill paying to structu…

1
Four Retirement Expenses That May Surprise You 22:38

9M ago22:38

22:38

Planning for retirement? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss four retirement expenses that might catch you by surprise. Topics include:Medical CopaysHealth InsuranceMedicareLong-term CareAssisted LivingNursing HomeSubscribe to the “Money Guide with Mary Sterk” podcast on apple podca…

1
Medicare Made Simple 22:52

9M ago22:52

22:52

It's Medicare Open Enrollment Time - and things just keep getting more confusing! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey simplify many of the main points that are important to understand about the Medicare system. Topics include:RetirementIncomeSocial SecurityCapital GainsGross IncomeEmployersCaregiverD…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Nicolas Cage 0:55

9M ago0:55

0:55

What can we learn from #celebrity money mistakes? Be careful who you trust when it comes to your financial planning. #nicolascage #hollywood #actor #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #…

1
The Freedom to Have an Opinion | Isaiah Douglass 58:49

10M ago58:49

58:49

I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss: Building online Joining Swan Private Client Andy hates soccer/Isaiah likes soccer COVID breaking our brains How FAs simp for inflation Bitcoin and the american dream Episode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglass Get…

1
Six Smart Business Strategies 23:25

10M ago23:25

23:25

A successful company’s financial toolbox should contain more than your annual reports and profit forecasts. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share six smart business strategies to enhance, protect, or transition your business. Topics include:StressAnxietyProductivity401kRetirementEmotionsFiduciary…

1
Six Keys To More Successful Investing 22:43

10M ago22:43

22:43

A successful investor maximizes gain and minimizes loss. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss 6 key principles that may help you invest more successfully. Topics include:CompoundingMutual FundReturnsWealthAsset AllocationDiversificationRetirementLiquidityPortfolioEmergency FundDollar Cost Aver…

1
Understanding Social Security 21:56

10M ago21:56

21:56

Navigating the complexities of Social Security can be confusing. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey clearly explain the basics of how Social Security works and the impact of your age on your benefits. Topics include:ssa.govBenefitsRetirementBreak Even PointDelayLongevityMaximizationDivorceWidowSurvi…

1
MONEY IN A MINUTE What’s Your Money Philosophy? 0:59

10M ago0:59

0:59

What’s your #money philosophy? At Sterk Financial, we design holistic, personalized strategies to help increase #investments, reduce #taxes and risk, optimize portfolio allocation, and create #income streams designed to last a lifetime. Our ultimate goal is to align your overall financial picture to support the life you want to lead. #moneyinaminut…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Heath Ledger 0:52

10M ago0:52

0:52

What can we learn from #celebrity money mistakes? Have an updated will. #HeathLedger was an #AcademyAward winning #actor who failed to update an old will that was created before his daughter was born. As a result, his entire estate went to his parents and three sisters #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagemen…

1
"Bitcoin Monasteries" & Reclaiming the American Dream | Pablo Peniche 54:45

10M ago54:45

54:45

I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss: Dropping out of college 3 times A vision for how Catholic monasteries could adopt bitcoin Obsessing over great cultures of the past without larping Peter Thiel's progress & decline thesis Gatsby, Elon, and fostering better elites The Sovereign Collective > …

1
Your Money Philosophy 24:06

11M ago24:06

24:06

What money really does is fund the things that we value in this life. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey delve into what creates your money philosophy and how to align your money with what matters most. Topics include:WorkFamilyExperiencesFinancial PlanningRetirementTravelFishingCharityStu…

1
Are You Fire-Proof? 23:50

11M ago23:50

23:50

A fire can devastate you financially. In this episode of "Money Guide with Mary Sterk," Mary shares valuable tips on what to store and how to safeguard your records so you stay financially fire-proof. Topics include:Risk AdjustmentHomeowners InsuranceRenters InsuranceReplacement CostMedical CoverageEmotionDocumentsMarriage CertificateDrivers Licens…

1
John Mayer is Probably into Bitcoin | Mike Marion 1:05:55

11M ago1:05:55

1:05:55

I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too. Episode page - www.simplewealthkc.com/post/john-mayer-is-proba…

1
MONEY IN A MINUTE Investing in Times of Uncertainty: Emotions 0:58

11M ago0:58

0:58

Wild swings in the market frequently lead to the biggest mistake that people make with their #investments - they let their #emotions rule their judgment. Whatever your emotions are telling you to do, it's probably a good decision to do exactly the opposite. #fear #greedBy Mary Sterk

1
Back to School Special: Saving For College 24:11

11M ago24:11

24:11

It's back to school time and college savings is on many people's minds. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss several ways to save for college on a tax favored basis. Topics include:529 PlanTax DeductionsTuitionBeneficiariesAllocationEarningsHigher EducationEducationFundingFAFSAPolicy…

1
Retirement Planning Pitfalls 23:24

11M ago23:24

23:24

Even if you have laid out a great retirement plan, anxiety and indecision can still get in your way of taking the big leap. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey talk about four common planning pitfalls that can veer you off track, and provide creative solutions to help you move forward with …

1
How Not To Be Average 17:37

11M ago17:37

17:37

People often hear about long term market averages and wonder why their portfolio isn't producing the same results. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss ways to analyze your performance and holdings to try to boost your portfolio results. Topics include:OverlapPeer Group PerformanceMutual FundM…

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Financial Advisor A Kansas City Podcasts

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