Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
by Michael Garry & Madison DeMora
November 15, 2024 2:00 am
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.
Recent Episodes
Ep. 41 Job Switching and Your 401(k): How to Stay on Track with Retirement Savings
2 days agoEp. 40 Including Pets in Your Estate Plan for Peace of Mind. Then joined by Michael Silverman from Silver Lining Insurance Agency
2 weeks agoEp. 39 Understanding Capital Gains: What Mutual Fund Investors Need to Know
4 weeks agoEp. 38 The Hidden Drivers of Market Success: Understanding Stock Market Outliers
1 month agoEp. 37 Making the Right Move: 401(k) vs. IRA - What’s Best for Your Retirement?
2 months agoEp. 36 Avoiding Complexity: Why Simplicity Should Drive Your Investment Choices
2 months agoEp. 35 Should I Have Umbrella Insurance? Featuring an Employee Spotlight on Madison DeMora
3 months agoEp. 34 Should I Buy Stocks Because of Their High Dividend Yield? Then joined by Ben Madden from Allied Cleaning Services
3 months agoEp. 33 Should I Transfer My House into My Children’s Names?
4 months agoEp. 32 Pre-Retiree Education Series 5 of 5: Managing the Transition to Retirement
4 months ago