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Get Your Retirement Ducks In A Row

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Manage episode 404879097 series 2911691
Content provided by Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:
Emotions
Health Insurance
Medicare
Nursing Home
Assets
Income
Liquidity
Taxes
Investments
Skew
Stocks
401(k)
Risk
Legal Documents
Will
Power of Attorney
Portfolio
Asset Allocation

Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
Schedule an appointment with one of our advisors today!
Follow us on Facebook
Follow us on Linkedin
Subscribe on Youtube
Follow us on Twitter

  continue reading

352 episodes

Artwork
iconShare
 
Manage episode 404879097 series 2911691
Content provided by Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:
Emotions
Health Insurance
Medicare
Nursing Home
Assets
Income
Liquidity
Taxes
Investments
Skew
Stocks
401(k)
Risk
Legal Documents
Will
Power of Attorney
Portfolio
Asset Allocation

Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
Schedule an appointment with one of our advisors today!
Follow us on Facebook
Follow us on Linkedin
Subscribe on Youtube
Follow us on Twitter

  continue reading

352 episodes

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