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!)
Ep. 53 Turning Retirement Savings into a Steady Income Plan Then joined by Eric from The Garden Artisan
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode of Not Just Numbers, Madison and Mike dive into one of the most common questions clients ask: How do I turn my retirement savings into reliable income? Mike explains the importance of timing Social Security benefits, strategies for minimizing lifetime taxes through smart withdrawal planning, and how to protect your portfolio against market downturns with proper asset allocation. Whether you’re approaching retirement or advising someone who is, this episode offers practical insights for creating a sustainable income plan.
Then, Madison and Mike sit down with Eric, the founder of The Garden Artisan, to explore how he turns outdoor spaces into personalized works of art. Eric shares how his passion for plants and design, combined with real-world experience, led him to start his own landscaping business. He talks about how outdoor design has shifted over the years, why listening to clients is key, and how he balances creativity with practical challenges like budgets and site limitations. It’s a conversation about craftsmanship, communication, and creating spaces people love to live in.
The Garden Artisan socials:
