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. 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, ...
Ep. 76 Why Retirement Planning Isn’t One-Size-Fits-All
In this episode of Not Just Numbers, Mike and Madison take a closer look at one of the biggest questions in retirement planning: should you save in a traditional retirement account, a Roth account, or both? Inspired by a recent Wall St...
Ep. 75 Keeping the Bank of Mom and Dad Open
Graduation is often seen as a finish line, but financially, it’s really a turning point. In this episode of Not Just Numbers, Mike and Madison explore what happens when college tuition payments end and a significant amount of cash flow...
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...
