Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Claim This Podcastby Michael Garry & Madison DeMora
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Podcast Overview
<p>For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.<br><br><br></p>
Language
🇺🇲
Publishing Since
4/25/2023
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Recent Episodes
July 2, 2026
Ep. 79 Trump Accounts Are Now Open: What Do I Need to Know?
Send us Fan Mail In this episode of Not Just Numbers, Mike and Madison discuss the new Trump Accounts and what families should understand before opening or funding one. They cover who may qualify for the federal $1,000 seed contribution, how the accounts work, contribution limits, employer and grandparent contributions, investment restrictions, tax treatment, recordkeeping concerns, and how Trump Accounts compare with 529 plans. Mike also explains why state tax rules matter, why families shou...
June 18, 2026
Ep. 78 Stocks, Bonds, and Cash: Finding the Right Balance in Today’s Market
Send us Fan Mail In this episode of Not Just Numbers, Mike and Madison unpack three recent Wall Street Journal articles that raise timely questions about stocks, bonds, and cash. They discuss why the equity risk premium has narrowed, what higher bond yields may mean for investors, and why holding too much cash can quietly erode purchasing power over time. Mike explains how investors can think beyond simple rules of thumb and build portfolios around their goals, time horizon, cash flow needs, ...
June 4, 2026
Ep. 77 What Would You Do with a Windfall?
Send us Fan Mail What really happens when someone suddenly comes into a large amount of money? In this episode of Not Just Numbers, Mike and Madison unpack the emotional, psychological, and financial realities that follow inheritances, business sales, bonuses, and other major windfalls. From lifestyle creep and family pressure to “sudden wealth syndrome” and analysis paralysis, they explore the patterns they’ve seen advising clients through life-changing financial events. Mike shares real-wor...
79 total episodes available
Recent guests on Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Christian LeFer
Guest
Jimmy Rios
Guest
Shellee Howard
Guest
Maureen Donahue
Guest
Eric from The Garden Artisan
Guest
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- What is Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)?
<p>For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.<br><br><br></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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