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

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

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

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

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

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

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

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