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. 74 Rethinking Your Portfolio: Why Age Alone Shouldn’t Drive Your Investment Strategy
Are you still using rules like “100 minus your age” to guide your investments? In this episode of Not Just Numbers, Mike and Madison unpack a Wall Street Journal article featuring a Yale professor’s new approach to portfolio allocation...
Ep. 73 How Do You Teach Teens and Young Adults to Make Confident Money Decisions Before the Stakes Are High? With Maureen Donahue
In this episode of Not Just Numbers, Mike and Madison are joined by financial advisor Maureen Donahue to tackle a challenge many families face: how to teach teens and young adults to make smart money decisions before the stakes are hig...
Ep. 72 Why Your Credit Score Doesn’t Always Make Sense (And What to Do About It)
In this episode of Not Just Numbers, Mike and Madison break down the often confusing world of credit scores—why they can drop even when you’re making smart financial moves, and why they matter more than most people realize. Drawing on ...
Ep. 71 Three Important Numbers for Women’s Financial Futures
In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Mike and Madison discuss three key numbers shaping the financial future of women: 45, 5, and 59.Women are projected to control 45% of...
Ep. 70 Can a 100% S&P 500 Portfolio Survive Retirement?
Many investors assume that owning the S&P 500 means they’re fully diversified. But in today’s market, that may not be true.In this episode of Not Just Numbers, Mike and Madison discuss growing concentration in the U.S. stock...
