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. 68 2025 in Review and What to Know Heading Into 2026
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As we head into 2026, what lessons can we take from a year of major change?
In this episode of Not Just Numbers, Mike and Madison break down the biggest developments of 2025 and what they mean for planning ahead. The discussion focuses on the One Big Beautiful Bill (OBBBA), including permanent tax law changes, higher standard deductions, new benefits for seniors, expanded SALT caps, and important incentives for business owners.
Mike also explains the major increase in federal estate and gift tax exemptions and why this may be a unique window for advanced estate planning. The episode wraps up with a look at market performance, economic trends, and key factors to watch in 2026—highlighting why proactive, coordinated planning is more important than ever.
