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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)

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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. 54 Making Sense of Equity Compensation with Maureen Donahue

    3 weeks ago

  • Ep. 53 Turning Retirement Savings into a Steady Income Plan Then joined by Eric from The Garden Artisan

    1 month ago

  • Ep. 52 Why Zero Income Tax Doesn’t Mean Zero Financial Surprises

    2 months ago

  • Ep. 51 Beyond the Numbers: Preparing Mentally and Emotionally for a Fulfilling Retirement

    3 months ago

  • Ep. 50 Financial Market Recap with Mike Then Employee Spotlight on Amy Garry

    3 months ago

  • Ep. 49 The Psychology of Financial Wellness: A Conversation with Dr. Emily Koochel

    4 months ago

  • Ep. 48 Investing Smarter: Strategies for Long-Term Success with Apollo Lupescu

    4 months ago

  • Ep. 47 Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co.

    4 months ago

  • Ep. 46 Retirement Spending Fears: Why Even Wealthy Retirees Hold Back

    5 months ago

  • Ep. 45 Why Paying More Taxes Now Can Be a Smart Move

    5 months ago