The post Retirement Myths vs. Realities: The Truth Revealed appeared first on Yardley Wealth Management, LLC. The Truth About Retirement: Myths vs. Realities Retirement is a milestone many of us look forward to—a time when we can finally relax, pursue our passions, and enjoy the fruits of our labor. However, amidst the anticipation, there are often misconceptions about what retirement truly entails. In this blog post, we’ll explore the retirement myths and realities and shed light on the truths of this life stage. Myth 1: Retirement Means the End of Productivity Reality: Contrary to popular ..read more

The post Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.9 appeared first on Yardley Wealth Management, LLC.   Certificates of Deposit (CDs): Low-Risk Investments in a Rising Interest Rate Environment In today’s economic climate, certificates of deposit (CDs) have emerged as an attractive option for short-term savings due to rising interest rates. In the latest episode of “Not Just Numbers, Honest Conversations with a Financial Advisor and Lawyer,” hosts Madison Demora and Mike Garry explore the world of CDs, inverted yield curves, and the local ..read more

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.8 appeared first on Yardley Wealth Management, LLC. Advanced Estate Planning Techniques with Mike Garry 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 ..read more