The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.8 appeared first on Yardley Wealth Management, LLC. Advanced Estate Planning Techniques Introduction Madison: Hello everyone, and welcome to the 8th episode of “Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer.” I am Madison Demora and I am here with Mike Garry. Mike is the founder and CEO of Yardley Wealth Management and a financial advisor and estate lawyer. Hey, Mike. Mike: Hey, Maddie. How are you? Madison: Good. I’m good. Thanks for asking. So, Mike, what is advan ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.7 appeared first on Yardley Wealth Management, LLC. Do You Need a Trust? What Are They? Feat. Liz Young, the Owner of CommonPlace Reader Introduction Madison: Hello, everyone, and welcome to the 7th episode of ‘Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer’. I’m Madison Demora. I’m here with Mike Garry. Mike is the founder and CEO of Yardley Wealth Management. Mike: Maddie, good to see you. Madison: Good to see you, too, Mike. So last time we talked about estate pla ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.5 appeared first on Yardley Wealth Management, LLC. Behind the Scenes of Investment Decisions Introduction Madison: Hello everyone, and welcome to the fifth episode of ‘Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer’. I’m Madison Demora, and I am here with Mike Garry. Mike is the founder and CEO of Yardley Wealth Management, a firm he founded in 2006. We are located right outside of Philadelphia in Yardley, Pennsylvania, which is in Bucks County. Mike: Always a gre ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.4 appeared first on Yardley Wealth Management, LLC. Investing with Yardley Wealth Management and Finding Free Money Introduction Madison: Hello everyone, and welcome to the 4th episode of ‘Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer’. I’m Madison Damora, and I’m here with Mike Garry, the founder and CEO of Yardley Wealth Management, a firm he founded in 2006. We are located right outside of Philadelphia in Yardley, Pennsylvania, which is in Bucks County. Mike, in the ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.3 appeared first on Yardley Wealth Management, LLC.   Crypto and Unforeseen Risks Introduction Madison: Hello, everyone, and welcome to the third episode of “Not Just Numbers Honest Conversations with a Financial Advisor and Lawyer”. I’m Madison Demora, and I am here with Mike Garry. Mike is the founder and CEO of Yardley Wealth Management, a firm he founded in 2006. We are located right outside of Philadelphia in Yardley, Pennsylvania, which is in Bucks County. Mike, in the previous episode ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.2 appeared first on Yardley Wealth Management, LLC. The 60/40 Portfolio Allocation in Perspective Introduction Madison: Hello, everyone, and welcome to the second episode of “Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer”. I am Madison Demora, and I am here with Mike Garry. Mike is the founder and CEO of Yardley Wealth Management, a firm he founded in 2006. We are located right outside of Philadelphia in Yardley, Pennsylvania, which is in Bucks County. So, Mike, in ep ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast appeared first on Yardley Wealth Management, LLC. What To Do If a Loved One Dies, And You’ve Never Handled The Money Introduction Hello, everyone! Welcome to the inaugural episode of Not Just Numbers, where we engage in honest conversations with a financial advisor and lawyer. I’m Madison Demora, and I’m here with Mike Garry, the founder and CEO of Yardley Wealth Management. Madison: Hi, Mike! Mike: Hey, Maddie. How are you doing? Madison: I’m good, happy Friday! Mike: Happy Friday to you, too. Mad ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.7 appeared first on Yardley Wealth Management, LLC. Ep. 7 Do You Need a Trust? What are they? Feat. Liz Young the Owner of CommonPlace Reader Madison: Hello, everyone, and welcome to the 7th episode of ‘Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer’. I’m Madison Demora. I’m here with Mike Garry. Mike is the founder and CEO of Yardley Wealth Management. Mike: Maddie, good to see you. Madison: Good to see you, too, Mike. So last time we talked about estate planning bas ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.6 appeared first on Yardley Wealth Management, LLC. Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.6 Introduction Understanding Basic Estate Planning Madison: Hello everyone, and welcome to the 6th episode of ‘Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer’. I am Madison Demora, and I am here with Mike Garry. Mike: is the founder and CEO of Yardley Wealth Management, a firm he founded in 2006. We are located right outside of ..read more

The post Not Just Numbers: Honest Conversations with a FinancialAdvisor (and Lawyer!) Podcast Ep.5 appeared first on Yardley Wealth Management, LLC. Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Ep. 5 Introduction Madison: Hello everyone, and welcome to the fifth episode of ‘Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer’. I’m Madison Demora, and I am here with Mike Garry. Mike is the founder and CEO of Yardley Wealth Management, a firm he founded in 2006. We are located right outside of Philadelphia in Yardley, Pennsylvania, which i ..read more