Blog – Yardley Wealth Management, LLC
270 FOLLOWERS
Michael Garry is a certified financial planner practitioner and a NAPFA-registered Financial Advisor. Yardley Wealth Management is an independent, fee-only wealth management firm which tailors its investment and wealth management strategies around your unique objectives. We are fiduciaries held to the principle that your goals and interests must come first.
Blog – Yardley Wealth Management, LLC
3w ago
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
Blog – Yardley Wealth Management, LLC
1M ago
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
Blog – Yardley Wealth Management, LLC
1M ago
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
Blog – Yardley Wealth Management, LLC
1M ago
The post Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Episode 3 appeared first on Yardley Wealth Management, LLC.
Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Episode 3 – 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 Yardl ..read more
Blog – Yardley Wealth Management, LLC
1M ago
The post Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer appeared first on Yardley Wealth Management, LLC.
Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Episode 1: 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 yo ..read more
Blog – Yardley Wealth Management, LLC
3M ago
The post Not Just Numbers Honest Conversations with a Financial Advisor and Lawyer Episode 4 appeared first on Yardley Wealth Management, LLC.
Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer – Episode 4 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 Coun ..read more
Blog – Yardley Wealth Management, LLC
3M ago
The post Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Episode 3 appeared first on Yardley Wealth Management, LLC.
Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Episode 3 – 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 Yardl ..read more
Blog – Yardley Wealth Management, LLC
3M ago
The post Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Episode 2 appeared first on Yardley Wealth Management, LLC.
Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Episode 2 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 ..read more
Blog – Yardley Wealth Management, LLC
4M ago
The post Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer appeared first on Yardley Wealth Management, LLC.
Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer Episode 1: 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 yo ..read more
Blog – Yardley Wealth Management, LLC
11M ago
The post Debt Ceiling Deadline appeared first on Yardley Wealth Management, LLC.
Why We Didn’t Trade in Advance of the Debt Ceiling Deadline
From the desk of Michael J. Garry
I debated back and forth whether to write anything during the debt ceiling negotiations, which ended after 6 months of news, more tamely than anticipated. I did get a couple of clients reach out about it, and this is basically what I said to them.
The short answer is that it doesn’t make sense to do anything differently in anticipation of something that may happen.
We forget about them over time, but every year ther ..read more