Money Guide with Mary Sterk

Mary Sterk

Mary Sterk, CFP ®, is the owner of Sterk Financial Services (www.sterkfinancialservices.com), which is headquartered in Dakota Dunes, SD and has a second location in Kansas City. Mary’s inspirational story is one of fighting her way from Welfare to Wealth Management despite a teenage pregnancy, living in low-income housing, and raising two small children while subsisting on food stamps. Mary has received numerous awards including the Forbes Best-In-State Wealth Advisor and Forbes Top Women Wealth Advisors from 2018-2022*, and 2017** Investment News Women To Watch. During her 28 year career as a Certified Financial Planner™, Mary authored two books, Ready To Pu...

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Money Guide with Mary Sterk

Episodes (413)

Mon Mar 16th The Big Beautiful Bill: Qualified Opportunity Zones
Mon Mar 16th The Big Beautiful Bill: Qualified Opportunity Zones
Mon Mar 9th The Big Beautiful Bill: 529s and Trump Accounts

Money Guide with Mary Sterk

Mar 16, 2026
27½ minutes
49 MB

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

Money Guide with Mary Sterk

The Big Beautiful Bill: Qualified Opportunity Zones

Mary Sterk

00:00 -26:36