Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
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.
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Latest Episodes
Ep. 81 Am I Chasing Investment Returns? How Emotions Affect My Investment Decisions
In this episode of Not Just Numbers, Mike and Madison discuss why investors often struggle to separate smart long-term strategy from emotional decision-making. Using recent articles on performance chasing and Americans’ preference for ...
Ep. 80 Why Stock Valuations May Be Higher Than They Used to Be
Stocks are trading at historically high valuations, but is comparing today’s market to the past really an apples-to-apples comparison? In this episode, Mike and Madison explore how lower trading costs, index funds, ETFs, retirement accounts, fr...
Ep. 79 Trump Accounts Are Now Open: What Do I Need to Know?
In this episode of Not Just Numbers, Mike and Madison discuss the new Trump Accounts and what families should understand before opening or funding one. They cover who may qualify for the federal $1,000 seed contribution, how the accoun...
Ep. 78 Stocks, Bonds, and Cash: Finding the Right Balance in Today’s Market
In this episode of Not Just Numbers, Mike and Madison unpack three recent Wall Street Journal articles that raise timely questions about stocks, bonds, and cash. They discuss why the equity risk premium has narrowed, what higher bond y...
Ep. 77 What Would You Do with a Windfall?
What really happens when someone suddenly comes into a large amount of money? In this episode of Not Just Numbers, Mike and Madison unpack the emotional, psychological, and financial realities that follow inheritances, business sales, ...
