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. 74 Rethinking Your Portfolio: Why Age Alone Shouldn’t Drive Your Investment Strategy
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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.
Instead of focusing on age alone, this framework considers your full financial picture—income, savings, future earnings, and risk tolerance.
Mike shares his real-world perspective on where the theory works—and where it falls short—while emphasizing a key takeaway: consistent saving and smart financial habits matter more than finding the “perfect” portfolio.
