Shows
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 61 Should You Pay Off Your Mortgage Early? Then joined by Yvonne from The Crossing Animal SocietySend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Mike and Madison dive into one of the most common financial questions: Should I pay off my mortgage early? They break down the advantages and disadvantages of paying down your mortgage ahead of schedule. From interest savings and peace of mind to opportunity costs and tax considerations, this conversation will help you weigh whether being mortgage-free is the right financial move for you. Later in the episode, Mike and Maddie sit down with Yvonne, Executive Director of The...
2025-10-1649 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 60 Colleges Fail the Liquidity Test: Lessons for Everyday Investors Then joined by Matt Stout from Stout Organics Turf and Plant CareSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Mike and Madison unpack Jason Zweig’s Wall Street Journal article, “Colleges Fail This Basic Test.” They explore how some of the nation’s wealthiest universities, with billions in endowments, still find themselves scrambling for cash during downturns. Mike explains why liquidity is essential, even for billion-dollar institutions, and how the same principle applies to individual investors. From the dangers of illiquid alternatives to the timeless importance of balance and discipline, this conversation highlights lessons that can help anyone b...
2025-10-0224 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 59 Millennials and Money: Why Financial Anxiety Still Lingers Then joined by Anne LesterSend us a textMillennials are entering midlife with more wealth than previous generations at the same age, yet many remain anxious about their financial futures. In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike sit down with Maureen to unpack what’s driving this paradox. They explore how economic challenges shaped millennials’ money habits, what today’s numbers really reveal, and what it all means for financial planning moving forward. Later in the episode, Mike and Maddie sit down with Anne Lester, author of Your Best Financial Life...
2025-09-1856 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 58 Breaking Down the One Big Beautiful Bill Act: What You Need to KnowSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike break down the sweeping One Big Beautiful Bill Act, a new tax law signed into effect in July.At 887 pages, this legislation makes several provisions of the 2017 Tax Cuts and Jobs Act (TCJA) permanent while introducing new deductions, exemptions, and planning opportunities for individuals, families, and business owners.Mike, a financial advisor, CFP® practitioner, and estate planning lawyer, explains what these changes mean in practical terms, from permanent lower tax brackets a...
2025-09-0410 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 57 Breaking Free from Investing’s Memory Traps Then joined by Joe Dillon from Equitable MediationSend us a textIn this episode of Not Just Numbers, Madison and Mike explore how our personal financial memories, whether shaped by market crashes, bull runs, or housing booms, can cloud judgment and influence investing decisions. Inspired by Jason Zweig’s Wall Street Journal article, they unpack the dangers of recency bias, the evolving role of cash in portfolios, and the importance of balancing historical perspective with real-time adaptability. Learn how to avoid overreacting to market noise, keep emotions in check, and build a strategy that stands the test of time. Then Mike and Maddie were jo...
2025-08-2159 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 56 What You Need to Know About the 2025 Changes to Inherited IRA RulesSend us a textIn this episode of Not Just Numbers, Madison and Mike break down the upcoming 2025 changes to inherited IRA rules, and why beneficiaries and financial planners alike need to pay close attention. They discuss how the SECURE Act has already reshaped the way IRAs are passed on and what’s coming next as the IRS begins enforcing the 10-year distribution rule more strictly.Mike explains who the new rules apply to, what beneficiaries need to prepare for, and how to navigate these changes in a way that aligns with your broader financial an...
2025-08-0712 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 55 Think Twice Before Mailing Retirement ChecksSend us a textIn this episode, Madison and Mike break down “Mailed, Stolen, and Cashed,” a New York Times article by Ron Lieber that uncovers a disturbing trend: checks being stolen from the mail, altered, and cashed. Mike shares insight into the systemic issues that make this possible, how consumers are being left in the dark, and what to do if it happens to you. From financial literacy to institutional responsibility, this conversation sheds light on the hidden risks of mailing payments and what needs to change. Link to NYT article: https...
2025-07-2409 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 54 Making Sense of Equity Compensation with Maureen DonahueSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike are joined by Certified Financial Planner Practitioner Maureen Donahue to unpack one of the most misunderstood, and potentially most valuable parts of employee compensation: equity. From stock options to RSUs, the team dives into what these benefits actually are, how to evaluate them, and what to consider when they're part of your compensation package. Whether you're a tech professional, executive, or just curious about how equity fits into your total compensation, this episode will help...
2025-06-2612 minNot 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 ArtisanSend us a textIn 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 fo...
2025-06-1241 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 52 Why Zero Income Tax Doesn’t Mean Zero Financial SurprisesSend us a textIn this episode of Not Just Numbers, Madison and Mike break down a recent Wall Street Journal article that challenges the popular belief that moving to a no-income-tax state guarantees retirement savings. From skyrocketing insurance costs to hidden fees and property taxes, Mike explains why retirees need to think beyond just income tax rates when relocating. Learn how financial strategies like Roth conversions can help reduce state-level tax burdens, and why every move should come with a full cost-of-living analysis. Don’t pack your bags without tuning in first. Link to WSJ...
2025-05-1511 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 51 Beyond the Numbers: Preparing Mentally and Emotionally for a Fulfilling RetirementSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike dive into a New York Times article about the mental and emotional challenges of retirement. They discuss why thoughtful preparation beyond finances is essential for a successful and fulfilling retirement, the importance of finding purpose after leaving the workforce, and how social engagement, hobbies, and volunteer work can significantly impact retirees' well-being. Mike shares real-world insights and emphasizes that retirement planning is about much more than just hitting a savings goal — it’s about designing a me...
2025-05-0114 min
Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | CommunicationsEp 227: What Challenging Times Make Possible with Michael HyattWhat if challenging times are invitations to redefine what matters most? Michael Hyatt shares what helped him redefine success, and find a fulfilling way to live and lead.
2025-04-2645 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 50 Financial Market Recap with Mike Then Employee Spotlight on Amy GarrySend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry introduce April’s Employee Spotlight, Amy Garry—financial planning associate at Yardley Wealth Management. Amy shares her journey into the industry, her dedication to the firm's mission, and a few fun personal details. Mike also dives into a candid discussion about recent market volatility, offering perspective on long-term investing, stress-testing financial plans, and how emotions and news headlines can mislead even seasoned investors. Whether you're new to financial planning or navigating uncertain mark...
2025-04-1715 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 49 The Psychology of Financial Wellness: A Conversation with Dr. Emily KoochelSend us a textIn this episode of Not Just Numbers, hosts Mike Garry and Madison DeMora sit down with Dr. Emily Koochel, a leading expert in financial wellness, behavioral finance, and financial psychology. As the Manager of Financial Wellness at eMoney Advisor, Dr. Koochel shares insights on how our relationship with money is shaped from an early age, the impact of financial transparency on trust, and strategies for navigating financial conflicts in relationships. She also discusses the psychological challenges of retirement and the importance of connecting with one’s future self. Whether you’re a financial prof...
2025-04-0343 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 48 Investing Smarter: Strategies for Long-Term Success with Apollo LupescuSend us a textIn this episode, Mike and Maddie welcome Apollo Lupescu, Vice President at Dimensional Fund Advisors, a premier investment manager with over $800 billion in assets. With a Ph.D. in Economics and Finance from UC Santa Barbara and 21 years at Dimensional, Apollo offers deep insights into the firm’s data-driven approach to investing. He explains key investment concepts, including the differences between mutual funds and ETFs, the benefits of stock ownership, and how bonds serve as an alternative to equities. Apollo also discusses the evolution of investing strategies, the importance of global diversification, and wh...
2025-03-201h 00Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 47 Roth IRA vs. Traditional IRA: Is a Conversion Right for You? Then joined by Tim and Suzanne from T. Foster & Co.Send us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry break down everything you need to know about Roth IRA conversions. If you're considering converting your traditional IRA to a Roth IRA but aren’t sure if it’s the right move, this episode is for you. Mike explains the key differences between traditional and Roth IRAs, the tax implications of a conversion, and who should (or shouldn’t) consider making the switch. They discuss timing strategies, how much to convert, and why fa...
2025-03-0648 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 46 Retirement Spending Fears: Why Even Wealthy Retirees Hold BackSend us a textIn this episode of Not Just Numbers, Madison Demora and Mike Garry discuss the surprising trend of wealthy retirees underspending in retirement despite having the financial means to enjoy it. They explore the "retirement consumption puzzle" and the psychological shift from decades of saving to spending. Mike shares insights from client experiences, explains the importance of planning for meaningful spending, and offers strategies to strike the right balance between financial security and enjoying life's best years.WSJ article link: https://www.wsj.com/personal-finance/retirement/retirement-spending-longer-life-savings-4b511053
2025-02-2016 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 45 Why Paying More Taxes Now Can Be a Smart MoveSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison Demora and Mike Garry break down a recent Wall Street Journal article, "Paying More Tax Can Be a Smart Play" by Laura Saunders. They discuss why traditional tax-deferral strategies may backfire, especially for retirees with large tax-deferred accounts like 401(k)s and IRAs. Mike explains how proactive tax planning such as strategic Roth conversions and capital gains management can help reduce overall lifetime tax burdens. Tune in for expert insights on navigating required minimum distributions (RMDs), Medicare...
2025-02-0619 min
The Plant Based PodcastThe Plant Based Podcast S17 E02 - Why do we need new plants with Garry GrueberNew plant breeding is big business, but often people ask why we even need new plants. In this episode @ellenmarygardening and @mr_plantgeek with Garry Grueber who is well known in the world of plant development, with over 40 years of experience. It's an insightful chat into the world of new plants. Afterwards, Michael and Ellen chat about plant catwalks, conveyor belts and the cold. Sponsors of series 17 are Lava-Lite - Naturally The Best Effortlessly nourish and protect your plants with a collection of totally non-toxic, environmentally friendly, sustainable, pH neutral, lightweight and 100% natural products. D...
2025-01-261h 17Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 44 The Pursuit of a Perfect Credit Score - Is It Worth It? Then joined by Ryan Dittes from RDs Total LawnSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike discuss the fascinating story of Steve Mitchell, a Texas engineer who became determined to achieve a perfect 850 credit score. They explore Mitchell's journey, the strategies he used, and whether perfection is truly necessary when it comes to credit scores. Mike shares the importance of responsible credit habits, and when focusing on your score can become counterproductive. Tune in for practical advice on maintaining strong credit while keeping your financial health in perspective. Later in the...
2025-01-2355 min
Spiritually Hungry200. Grief as a Teacher with Grant GarryOne of the hardest parts of grief is finding something beautiful within the loss. In this episode of Spiritually Hungry Podcast, Grant Garry opens up about his transformative journey through grief and what led him to create a documentary about the experience of loss—Meet Me Where I Am. Join us for a heartfelt conversation about how the pain of grief can be a powerful teacher guiding us toward deeper joy. Further Resources:Meet Me Where I Am (Documentary) The Where Am I Podcast
2025-01-2159 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 43 Maximizing Your Stock Awards: A Guide to RSUs and Stock OptionsSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry break down the essentials of employer stock awards, including Restricted Stock Units (RSUs), stock options, and the key financial strategies you need to know. Learn how vesting schedules, strike prices, and cashless exercises work, and discover how to manage tax implications while maximizing your income potential. Whether you're new to stock-based compensation or looking to diversify your portfolio, this conversation will help you make informed decisions about your financial future.
2025-01-0917 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 42 Communicate with Your Loved Ones to Ensure Your Wishes Are Honored then joined by Paula Zimmerman from ProSonder SolutionsSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike discuss the critical importance of living wills and advance directives. Inspired by a recent Wall Street Journal article, "When Making a Living Will, Talk to Your Loved Ones." If you’ve ever wondered how to ensure your medical wishes are honored or how to prepare your loved ones for difficult decisions, this episode provides practical advice to help you navigate these essential conversations. Then, we welcome Paula Zimmerman, founder of ProSonder Solutions, an HR consulting fi...
2024-12-121h 02Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 41 Job Switching and Your 401(k): How to Stay on Track with Retirement SavingsSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry discuss the hidden financial impacts of job changes on 401(k) savings. Reviewing insights from a recent Wall Street Journal article by Anne Tergesen, they explore how job-switching can disrupt retirement planning, often leading to neglected 401(k) enrollments or lowered savings rates. Together, they discuss practical strategies to avoid common pitfalls, from maintaining steady contributions to understanding the importance of proactive planning when rolling over 401(k) funds into IRAs. Tune in to discover...
2024-11-1418 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 40 Including Pets in Your Estate Plan for Peace of Mind. Then joined by Michael Silverman from Silver Lining Insurance AgencySend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison and Mike discuss the growing trend of including pets in estate planning. They explore why more people are designating guardians and funds for pets in their wills, a practice once limited to the wealthy. Key topics include the benefits and risks of including pets in estate plans, how much money to allocate for their care, the lack of legal oversight for pet guardians, and whether pet trusts, such as the one created by Leona Helmsley, are...
2024-10-3152 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 39 Understanding Capital Gains: What Mutual Fund Investors Need to KnowSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry dive into an article from the Wall Street Journal titled "These Mutual-Fund Holders Should Brace Themselves for a Big Tax Bill" by Daisy Maxey. They discuss the tax implications of capital gains distributions in mutual funds, why these distributions occur, and how investors can minimize the tax impact. Mike shares personal anecdotes about his connection with the article's author and provides actionable strategies for managing mutual fund investments in taxable accounts. Tune...
2024-10-1714 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 38 The Hidden Drivers of Market Success: Understanding Stock Market OutliersSend us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike dive into the fascinating world of stock market gains. They discuss a recent article by Russ Wiles, highlighting research by Dr. Hendrik Bessembinder, which reveals that just over 4% of stocks account for all net wealth growth in the stock market over the last 100 years. Mike, a CFP® practitioner and estate planning attorney, breaks down the forces behind why such a small percentage of stocks drive long-term gains and challenges common assumptions about stock picking versus i...
2024-10-0312 minNonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | CommunicationsEp 212: Street Cred, Trust Capital, and Impact-Focused Fundraising (with Michael Thatcher)I sat down with Michael Thatcher, CEO of Charity Navigator, to explore how nonprofits can use data to build trust with donors and move beyond the outdated focus on overhead. Michael shared valuable insights on how nonprofits can better engage donors, make the right asks, and thrive in today’s challenging giving environment.
2024-09-2853 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 37 Making the Right Move: 401(k) vs. IRA - What’s Best for Your Retirement?Send us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry explore the complexities of managing your retirement savings. In the beginning of the episode, they tackle a listener's question on long-term care insurance. Then, dive into a Wall Street Journal article by Olivia Mitchell, discussing the pros and cons of rolling over a 401(k) into an IRA versus leaving it in an employer-sponsored plan. Mike shares expert insights on investment options, fees, fiduciary protections, and estate planning considerations. Whether you’re nearing re...
2024-09-1926 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 36 Avoiding Complexity: Why Simplicity Should Drive Your Investment ChoicesSend us a textMadison and Mike discuss three articles from the Wall Street Journal related to the financial industry, focusing on the implementation of a fiduciary rule, the pros and cons of interval funds, and the high fees and lack of transparency in closed-end funds. They also explore the potential risks and returns of interval funds, the importance of educating investors about complex investment products, and the missed opportunities by Bill Ackman due to not innovating with lower fees and a direct approach to individual investors. The discussion concludes with the importance of lower expenses, transparency...
2024-09-0537 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 35 Should I Have Umbrella Insurance? Featuring an Employee Spotlight on Madison DeMoraSend us a textMadison and Mike discuss the rising need for umbrella insurance due to increasing costs and larger claims, emphasizing its role in providing additional liability coverage. They highlight the importance of considering one's personal assets, risk profile, and net worth when determining the amount of umbrella coverage needed, especially for individuals with high visibility or in certain professions. Later, Mike turns the employee spotlight on Madison for a change! Madison discusses her journey at Yardley Wealth Management, her role in producing the company's podcast, and her personal interests outside of work. Madison also shares...
2024-08-2225 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 34 Should I Buy Stocks Because of Their High Dividend Yield? Then joined by Ben Madden from Allied Cleaning ServicesSend us a textMadison and Mike discuss why investors might be drawn to high dividend yields, such as the potential for steady income and the allure of getting returns without waiting for stock appreciation. However, Mike cautions against the risks, including the possibility that a high yield might result from a declining stock price or unsustainable payouts. He also advises against focusing solely on high dividend yield stocks and instead considering a broader investment strategy, aiming for a globally diversified portfolio based on other factors. Later, we sit down with Ben Madden, the owner of Allied...
2024-08-0827 min
How To Love Lit PodcastJurassic Park || Michael Crichton || Episode 3 || Natures Ultimate Power!Jurassic Park || Michael Crichton || Episode 3 || Natures Ultimate Power! Hosted on Acast. See acast.com/privacy for more information.
2024-08-0335 min
How To Love Lit PodcastJurassic Park || Michael Crichton || Episode 2 || Chaos Theory, Fractals & The Power Of NatureJurassic Park || Michael Crichton || Episode 2 || Chaos Theory, Fractals & The Power Of Nature Hosted on Acast. See acast.com/privacy for more information.
2024-07-2750 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 33 Should I Transfer My House into My Children’s Names?Send us a textMadison and Mike discuss the complexities and financial implications of transferring a house to a child, including potential risks, tax liabilities, and the impact on Medicaid eligibility. They emphasize the importance of consulting with a financial advisor and elder law attorney to make a well-informed decision and stress that each individual's situation is unique. The discussion concludes with a call for listeners to gather all necessary information and seek expert advice before making any decisions.
2024-07-2512 min
UAP STUDIES PODCASTDr. Garry Nolan - POTENTIAL DANGERS OF NON-HUMAN INTELLIGENCE & MOREDr. Garry Nolan, a renowned Stanford University School of Medicine professor, joins the UAP STUDIES Podcast for an in-depth and unique episode
Hosts Michael, Katie, and Jason explore uncharted territories in the study/understanding of NHI research. This episode delves into critical questions that have not previously been addressed.
Dr. Nolan is renowned for his expertise in microbiology, immunology, and bio-computation, as his analysis of UFO artifacts and encounters, showcases Dr. Nolan's intellect, insight, and philosophy in this relatively new field of civilian research.
- The potential dangers of Non-Human Intelligence (NHI) technology if acquired in large...
2024-07-2255 min
How To Love Lit PodcastJurassic Park || Michael Crichton || Episode 1 || The Business of Science!!Jurassic Park || Michael Crichton || Episode 1 || The Business of Science!! Hosted on Acast. See acast.com/privacy for more information.
2024-07-2148 min
How To Love Lit PodcastJurassic Park || Michael Crichton || Episode 1 || The Business of Science!Jurassic Park || Michael Crichton || Episode 1 || The Business of Science! Hosted on Acast. See acast.com/privacy for more information.
2024-07-2001 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 32 Pre-Retiree Education Series 5 of 5: Managing the Transition to RetirementSend us a textMadison and Mike discuss the key decisions to be made before and during retirement, emphasizing the importance of maintaining strong relationships, planning for uncertainties, and creating a retirement budget. They also underscore the need to prioritize physical and mental health, and to have essential legal documents in place. Lastly, they highlighted the importance of finding a balance between relaxation and staying active in strengthening relationships with family and friends.
2024-07-1109 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 31 Pre-Retiree Education Series 4 of 5: Understanding Medicare BasicsSend us a textMadison and Mike discuss the intricacies of Medicare, focusing on its different types of coverage and eligibility criteria. Mike underscores the significance of enrolling during the initial period and the advantages of supplemental coverage like Medicare Advantage plans and Medicaid Gap policies. They also highlight the need for consultation with a Medicare specialist to tailor coverage to individual needs and budget.
2024-06-2705 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 30 Pre-Retiree Education Series 3 of 5: Is Long Term Care Insurance Something You Should Consider?Send us a textMadison and Mike consider the significance of long-term care insurance in retirement planning, discussing its role in covering costs for individuals needing assistance due to aging, disability, or illness. They also address the complexities and challenges of long-term care insurance, including policy considerations and potential limitations, and highlighted the value of a personal assessment and the role of a financial advisor. Lastly, for those who wish to look into Long-Term Care insurance, they suggest the need for customizing policies to individual circumstances and recommended starting the search for such policies in your late f...
2024-06-1310 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 29 Pre-Retiree Education Series 2 of 5: Transforming Social Security into a Winning Retirement StrategySend us a textMadison and Mike kick off series 2 of 5 of pre-retiree education. They discuss the role of social security as a retirement strategy, including its eligibility requirements and the benefits and drawbacks of claiming benefits at different ages. They also explore the impact of spousal and survivor benefits, and emphasized the importance of financial planning in optimizing social security within the larger context of retirement goals.
2024-05-3008 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 28 Pre-Retiree Education Series 1 of 5: Retirement IncomeSend us a textMadison and Mike introduce a new series involving pre-retiree preparation. In this episode they discuss retirement planning, focusing on income sources, longevity, inflation, healthcare expenses, investment returns, and tax implications. They emphasize the importance of a comprehensive and strategic approach to ensure financial sustainability throughout retirement. They also agree to continue the discussion in future episodes, with the next episode focusing on turning social security into a successful retirement plan.
2024-05-1612 min
In With the Podcast (with Jenna!)20. In With... A Guest: Michael GarryNo guest has pulled a Tarot card for our interview...until today!
Michael Garry shares the peaks and valleys of his life and how they've helped him get closer to his true gift of intuition. We talk about masculinity, spirituality, dreams, tarot, yoga, vices, leveling-up and lots more!
Jenna encourages us to simply notice the thoughts and behaviors in our lives that feel icky. That's all. End of assignment.
Check out the links:
Connect with Michael on Instagram
Listen to Michael's podcast, "Let Freedom Trip"
Want to wor...
2024-05-1445 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 27 Navigating Conflicts with Financial Advice Then Joined by Realtor Amy PattersonSend us a textMadison and Mike discuss the shift towards fee-based and fee-only financial advisors and its impact on reducing conflicts of interest and improving clarity for clients. They also explore the potential conflicts of interest related to social security claiming behaviors and the trend of carrying mortgages into retirement. Lastly, they clarify the difference between a fee-based and a fee-only advisor and emphasize the importance of understanding and managing conflicts of interest in financial decision-making. Then Amy Patterson, a realtor at Remax in Newtown discusses her role in the home selling process, recent trends in...
2024-05-021h 09Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 26 Can Bitcoin Become Obsolete? And then Carrie Reininger from Kitchen Me NowSend us a textMadison and Mike discuss the historical and potential risks associated with investing in Bitcoin, comparing it to the decline in value of natural pearls due to technological advancements. They highlight the importance of diversification, risk management, and hedging against Bitcoin's uncertain future. Additionally, they discuss the potential vulnerability of Bitcoin's code and the emergence of new digital currencies, emphasizing that no technology is immune to being replaced or disrupted. Lastly, they stress the importance of maintaining strong skills and financial stability. Later, joins Carrie Reininger from Kitchen Me Now. Carrie and her husband...
2024-04-1846 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 25 Rethinking Dave Ramsey's Advice Feat. Charles Barrett from FZ Works & FZ CreativeSend us a textMadison and Mike discuss the pros and cons of Dave Ramsey’s financial advice, and how even the better parts of it have been challenged by societal and economic changes. They critiqued Ramsey's advice on debt management, car buying, and credit scores, and discussed the importance of considering individual circumstances and seeking help from financial advisors. They also explored the potential generational shift in attitudes towards debt and financial freedom, and the complexities of financial planning, including safe withdrawal rates and stock market returns. Later, Charles Barrett joins from FZ Works and FZ Cr...
2024-04-0455 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 24 Are you Ready to Start Your Own Business? Feat. Julia Gambell from Salon J RaineSend us a textMadison and Mike discuss entrepreneurship. They emphasize the importance of investigating whether a business idea or passion can be profitable and scalable to be worth the time and money invested. They highlight the challenges of translating a talent or passion into a profitable business, the need for market research, developing a comprehensive business plan, and understanding one's target audience. They also discuss the different types of business structures, and whether someone should choose ad LLC or an S Corp. Later, Julia Gambell joins and shares her professional journey and experiences as a salon...
2024-03-2156 min
John Michael Godier's Event HorizonThe Science and Politics of Non-Human Intelligence with Garry Nolan and Peter SkafishDr. Garry Nolan and Dr. Peter Skafish, founders of the SOL foundation, discuss the urgent need for developing the science, academic research, and policy of Non-Human Intelligence.
‘Rough Metaphysics: The Speculative Thought and Mediumship of Jane Roberts by Peter Skafish
40% off discount code: MN91060
Link: https://www.upress.umn.edu/book-division/books/rough-metaphysics
The SOL foundation:
https://thesolfoundation.org/
https://www.youtube.com/@_SolFoundation
2024-03-171h 08Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 23 Tax Planning Strategies in Your 60’s Featuring an employee spotlight on Maureen Donahue, CFP®Send us a textMadison and Mike stress the significance and opportunity of financial planning for individuals and couples in their sixties who are in the sweet spot of being able to withdraw money without penalty from their IRAs, but don’t yet have to take Social Security or Required Minimum Distributions from their IRAs. Tax planning can make a crucial difference in how much people ultimately pay in taxes and how secure their retirement is. Maddie and Mike also discuss tax-efficient investment strategies and the tax implications of investment income. They conclude that professional financial advice is...
2024-03-0736 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 22 529 Plan Basics Feat. Heather Manley from Ninja DudsSend us a textMadison and Mike discuss the differences between education savings plans and prepaid tuition plans, and the benefits of 529 college savings plans. Later, they are joined by Heather Manley from Ninja Duds, a local consignment business. Heather explains that Ninja Duds operates by taking in clothing items from consigners, which are then posted on their website. Customers can browse items based on brand, size, or style, and make purchases online and then pick them up at their headquarters in Washington Crossing. Heather, a former teacher, shares her journey of transitioning into a new career...
2024-02-221h 14
The Big Beatles and 60s Sort OutThe Big 60s Sort Out Ep 8: 1961 Aug - OctThe Big Beatles Sort Out Presents: The Big 60s Sort Out!
Yes, for season 4 we are taking a look at the decade that made (or was made?) by The Beatles, by ranking every UK number one, looking for sneaky Beatles links, and generally putting ourselves in the world where they crafted their legacy.
Please joins us as we try and sort out, the 60s!
Songs this episode:
John Leyton - Johnny Remember Me
Shirley Bassey - Reach For The Stars / Climb Ev'ry Mountain
The Shadows - Kon...
2024-02-191h 19Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 21 Will There be a Soft Landing? Featuring an employee spotlight on Karen Lynch!Send us a textMadison and Mike discuss the article "Beware the most crowded trade on Wall Street" by James Mackintosh of the Wall St. Journal and the widely held belief among investors in a forthcoming soft landing and lower interest rates. They also talk about the potential implications of the Federal Reserve's recent dovish forecast, as well as the potential impact of external factors on the likelihood of a soft landing and lower interest rates. The conversation concludes with a discussion about the importance of having a clear plan and being prepared for unpredictable issues. Later...
2024-02-0829 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 20 How to Find the Right Financial AdviserSend us a textMadison and Mike discuss an article about the challenges faced by financial advisors competing with large brokerage firms. The article suggested a two-pronged approach of presenting an assigned fiduciary oath and utilizing the FINRA broker check website. Maddie and Mike emphasized the importance of finding a competent and experienced financial planner and the potential advantages and drawbacks of working with a large financial services company.USA Today article Mike is featured in: https://www.usatoday.com/story/money/personalfinance/2014/07/09/how-to-find-a-financial-adviser/12312291/
2024-01-2540 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 19 Don't Listen to Predictions, Do This InsteadSend us a textMadison and Mike discuss the article Mike wrote about financial predictions, emphasizing the importance of long-term financial planning over short-term market predictions. They also discussed budgeting, financial planning, tax planning strategies, estate planning, and the importance of insurance. They stressed the need for individuals to understand their spending, income, investments, and pensions, and to have an emergency fund in a high-yield savings account. They also highlighted the importance of having proper estate planning documents in place and the potential drawbacks of relying solely on financial predictions for financial decision making.
2024-01-1128 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 18 When Should I buy a Bond or a Bond Fund, and how much should I buy?Send us a textMadison and Mike discuss the ongoing debate between investing in individual bonds or bond mutual funds and ETFs. Mike prefers funds for ongoing investment but says that individual issues around specific savings goals make a lot of sense. The conversation also emphasized the importance of diversification, professional management, and tax implications. Towards the end, they discussed the potential safety and benefits of investing in bonds or bond funds, especially when there's a specific future need for the money.Link to article: https://www.wsj.com/finance/investing/bonds-vs-bond-funds-how-higher-rates-are-changing-the-calculation-2dbaf8be
2023-12-2823 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 17 Revenge of the Boomers? Feat. Dan McLaughlin from Yardley RefillerySend us a textMike and Maddie discuss an article about potential losses boomers fear during their retirement due to these funds' potentially risky investments. They also touch on the shift from defined benefit plans to 401K plans and the responsibility it places on employees to manage their own retirement savings. Mike is concerned by the fact that target date funds are in practically all 401k plans but each fund company manages their funds differently and there are no standards. Madison and Mike talk with Dan McLaughlin, one of the owners of Yardley Refillery, discussing the...
2023-12-141h 01
The Confession BoxEpisode 9: Celebrating the life and faith of Shane MacGowan, not mentioning Christmas until Christmas and reflecting on Michael Kelly's 18 year legacy with The Irish CatholicIn episode 9 of The Confession Box, Brandon Scott and editor Michael Kelly reflect on the intertwined life and faith of Shane MacGowan, society's urge to start talking about Christmas earlier and earlier every year and some parting words from the editor of The Irish Catholic as he prepares to step down from his post after an 18 year affiliation with the paper.
2023-12-0724 min
choice MagazineEpisode #76~ Advancing Healing: An Inside Look at Schema Therapy in Coaching and Personal Growth with guest, Dr. Katia Vlachos and Dr. Michael WatkinsSend us a textImagine a world where you could identify triggers and choose healthier responses, leading to profound personal growth. Welcome to our enlightening conversation with Dr. Katia Vlachos and Dr. Michael Watkins.Dr. Katia Vlachos is a coach, author, and speaker who helps ambitious women make bold decisions and live fulfilling lives. She is the author of A Great Move: Surviving and Thriving in Your Expat Assignment. She has written for Harvard Business Review, Huffington Post, Thrive Global, and Medium. She is based in Zurich, Switzerland, and works with clients all over the...
2023-12-0537 min
Believe You Me with Michael Bisping531: Who Ko'd Ian Garry? Ft. Brendan Allen, Vicente Luque & Manel Kape
Michael Bisping welcomes on Brendan Allen to discuss his win over Paul Craig, taking some time off to recover from the fight, who he wants to fight next and what his return time table looks like and more then Vicente Luque joins the show to discuss his upcoming fight at UFC 296 against Ian Garry, what it's like fighting a former teamate, the rash of talent coming out of Kill Cliff FC, his passion for cooking and more then Manel Kape joins the show to talk about his win at UFC 293, his upcoming bout with Matheus Nicolau, his beef with...
2023-12-011h 51Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 16 Even at 5%, Keeping too Much in Cash Will Cost You Feat. Anthony Tozzi from Regerts Ink RemovalSend us a textMadison and Mike discuss the factors investors should consider when deciding how much cash to hold in their portfolios, the risks of excessive cash holdings, the safety of money market funds, and the importance of diversification. They also explore the role of cash in an investment portfolio.Madison and Mike interview Anthony Tozzi, the owner of Regerts Ink, a tattoo removal company. They learned that changes in life or relationships and dissatisfaction with tattoo quality are common reasons people seek tattoo removal services. The business is doing well but faces branding and...
2023-11-2333 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 15 Can Ai Replace your Financial Advisor?Send us a textIn this episode, Mike and Maddie discuss an article about whether Artificial Intelligence can replace your Financial Advisor. AI tools like ChatGPT have made impressive strides and can handle tasks like passing the bar exam for lawyers and assisting with medical diagnoses. The article explores whether AI is ready to replace financial advisers and assesses AI's performance against five essential qualities for effective financial advice.Link to article: https://www.wsj.com/tech/ai/ai-financial-advisers-chatgpt-7f0cac60
2023-11-0918 minNonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | CommunicationsEp 191: How to Build Amazing Work Relationships (with Michael Bungay Stanier)Great work relationships lead to greater job satisfaction and higher employee retention. Michael Bungay Stanier shares with us his recipe for designing our work relationships to thrive.
2023-11-0446 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 14 More Information doesn't Necessarily Lead to Better Investing feat. Scott Burney from Vault Brewing CompanySend us a textMadison and Mike discuss an article from the Wall Street Journal about the potential downsides of having too much information in investing. The article highlights the risks of making bad decisions due to over confidence from having so much information. Mike advises people to consider their overall financial plan instead of constantly checking their portfolios. He also mentions the evolution of information accessibility. It used to be thought that old time brokers got paid for having the information, while the role of advisors now is in making sense of it, using knowledge, context...
2023-10-2645 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 13 Why Are Americans so Positive About Their Own Situation and so Negative About the Country's? Feat. Realtor Rico RodriguezSend us a textMadison and Mike discuss an article in the Trentonian based on a tweet by New York Times columnist David Brooks, which sparked a conversation about the current economic situation. Madison and Mike talk about the discrepancy between public perceptions of the economy and individual financial well-being, and the potential impact of social media on public perception. They also discuss the importance of maintaining historical perspective and not overestimating current hardships. Rico Rodriguez, a realtor at Berkshire Hathaway in Yardley, shares his background and experience in the real estate business. He highlights the...
2023-10-1242 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 12 Mike Reflects on 25 YearsSend us a textMadison and Mike celebrated two anniversaries, one marking Mike's 25th year in the financial industry and the other commemorating his fifth year since completing an IRONMAN triathlon. Mike shared his journey from being a law school graduate struggling to establishing his career to moving to the financial industry. He also shared his experience of transitioning from being a wire house broker, to an independent financial advisor to starting his own firm, Yardley Wealth Management, and the challenges he faced. Mike emphasized the importance of continuous learning and adapting to changing circumstances, and the...
2023-09-2849 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 11 Why Should I Care About Foreign Diversification for Stocks? Can't I Just Buy all Tesla? Or Google? Or AmazonSend us a textIn this episode, Mike and Maddie discuss the idea that you should diversify your stock holdings across countries and among many large and small companies. That doing so means your portfolio will go up and down in a more stable way, reducing a lot of risk. Buying stocks in only one country or a small number of companies is not a good strategy. Yes, the U.S. has been a great place to invest, and Tesla, Amazon and Google have had some great returns for investors, but it hasn’t be been all ro...
2023-09-1417 min
The Business Sense PodcastEp 11 - How to Sell Your Home Quickly and Effectively, with Michael ParryMichael Parry, of Frank Modern Estate Agents (https://frankmodern.co.uk) takes us on a journey through the residential property market, with tips for buyers and sellers alike. He talks about the traps waiting for the unwary and gives first rate advice on how to move through the buying and selling journey.
2023-09-0442 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 10 What Percentage of your Portfolio Should be in Stocks? Feat. Sandy Smith From Smith PublicitySend us a textIn this episode, Mike and Maddie discuss a Wall Street Journal article that suggests that Baby Boomers are investing like 30-year-olds and questions the wisdom of that. As he always does, Mike takes issue with some of the methodology in the reporting and the conclusions the paper drew from it. Mike thinks that most people should have somewhere between 50 and 100% of their portfolio in stock funds, with retires probably around 50 to 70%. Of course, people with much more or less money than the clients he sees may want to be above or below those...
2023-08-3152 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 9 What is a CD and How Does it Compare Among Other Cash Options? Feat. Sally Gadea From Panna Gelateria & BakerySend us a textMadison and Mike discuss Certificates of Deposit (CD’s), what they are, and options that are available. He explains that since the Fed started raising interest rates, people are more interested in bonds and other fixed-income securities for the first time in 15 years. He advises Madison and our listeners to buy only individual securities if they are backed by insurance or a government. Madison asks if CDs can be used as emergency savings, and Mike confirms that they can be, but they are more for short-term savings because if you liquidate them early, th...
2023-08-1733 min
The Confession BoxEpisode 5: Michael Kelly of The Irish Catholic shares his experience of World Youth Day 2023In the latest episode of The Confession Box, Garry O'Sullivan and Brandon Scott chat to Michael Kelly, editor of The Irish Catholic newspaper about his experiences at World Youth Day and the challenges parishes face in trying to provide spaces for young people to express their faith, the exact meaning of 'Todos, todos, todos' going forward and 'one rule for you, another for us': Pope Francis' regrettably questionable response to abuse in the Church.
2023-08-1116 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 8 Advanced Estate Planning Techniques Feat. Bill Franchi From Old Republic Specialty Insurance Underwriters, IncSend us a textIn this episode, Mike and Maddie discuss advanced estate planning and its difference from basic estate planning. Michael explains that advanced estate planning uses the tax code to save taxes to effectively transfer more assets to other people or charities in your estate plan. Common advanced estate planning techniques include Irrevocable Life Insurance Trusts and Annual Gifting, which allows you to transfer assets to loved ones during their lifetime while reducing your taxable estate. Later, Bill Franchi joins to talk about his background and give some career advice to our listeners. Bill is...
2023-08-0332 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 7 Do You Need a Trust? What are they? Feat. Liz Young the Owner of CommonPlace ReaderSend us a textMadison and Mike discuss Trusts and some of their more common uses. Mike explains that a Trust is a legal document that can stand on its own or be part of someone's Will. People with children and grandchildren as beneficiaries of their Will often use them to manage money and property for the younger generation.Liz Young, the owner of Commonplace Reader bookstore on Main Street in Yardley, explains that she sells fiction and non-fiction new books for adults, young adults, and children. She is originally from Massachusetts but moved to Yardley, P...
2023-07-2048 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 6 Why You Need to Do Your Estate Plan and What you Need Feat. Heather Diprato the Publisher of Yardley Living and Newtown NeighborsSend us a textIn this episode, Mike and Maddie discuss why a Will, Power of Attorney, and Advance Health Directive are key components of an Estate Plan. Hiring a lawyer who specializes in estate planning is the best way to ensure a will is legally valid and effective. Later in the episode, Heather DiPrato joins us to share about her business. Heather is the publisher of Yardley Living and Newtown Neighbors, a magazine that features stories about upcoming events and expert contributors who write about topics of interest for the community. Heather also expresses her desire...
2023-07-0651 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 5 Should you use the VIP section of Personal Finance – Venture Capital, Private Equity, Hedge Funds, Non-Traded REITS, and BDCs?Send us a textIn this episode Mike and Maddie discuss how Yardley Wealth Management decides which asset allocations make sense for clients, which mutual funds or ETFs to use, when we change funds, and when we re-balance. While we use 3rd party software (Fi360 and Tamarac) to help with our decision-making, it is mature, rational financial advisors who make those decisions, not a computer algorithm. We also discuss whether it is worth paying a premium to invest like an accredited investor by buying Venture Capital, Private Equity, Hedge Funds, Non-Traded REITS, and BDCs.
2023-06-2218 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 4 We're Talking Free Money, Maddie, Free Money! Just Make Sure it is Insured.Send us a textIn this episode, Mike and Maddie talk about how we invest money for our clients with mutual funds and ETFs at Charles Schwab and TD Ameritrade, including why we prefer funds to individual stocks. Then we talk about all the money people are giving up by keeping their savings in low yield accounts at mega banks like Wells Fargo. Mike goes on about the credit union he uses and loves (Police & Fire Federal Credit Union or PFFCU for short) and says as long as the bank or credit union account insured, moving from...
2023-06-0826 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 3 Saving and Investing are Different, So Let’s Talk about Risk, MaddieSend us a textIn this episode, Mike and Maddie discuss how we work with clients, how Mike stays current with the financial and legal landscapes, and how clients should take appropriate risks. That means for different goals they should often do different things with their money. We go over a story from the New York Times where a guy lost a lot of money not realizing the amount of risk he was really taking.Link to NYT article: https://www.nytimes.com/2022/12/05/business/cryptocurrency-investors-ftx-blockfi.html
2023-05-2525 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 2 Is the 60/40 Portfolio a Bulletproof Way to Invest for Retirement?Send us a textIn this episode, Mike and Maddie discuss our process for onboarding new clients, a little about the financial planning process and the 60/40 portfolio. In a podcast and an article, the Wall Street Journal said a lot about the 60/40 portfolio that Mike and Maddie take issue with. Short story: its not bulletproof or dead, its an asset allocation that can make a lot of sense for many people.Link to article: https://www.wsj.com/articles/investment-retirement-stocks-bonds-market-11668015638 Link to podcast: https://www.wsj.com/podcasts/the-journal/a-historically-bad-year-to-retire/338a8c8d-a905-48...
2023-05-1115 minNot Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)Ep. 1 What To Do If a Loved One Dies, And You've Never Handled The MoneySend us a textIn this episode, Mike and Maddie discuss the purpose for the podcast, give an intro to our fee-only firm, and discuss how to handle things when a loved one dies and you have never handled the family's money. Spoiler alert: we discuss the "F" word, yes fiduciary
2023-04-2521 min
The Travis Parry ShowEp 102: Prioritizing Your Well-Being Alongside Your Business with Michael Garry, CFP® You don't find too many people that move between the financial and legal professions, but today's guest did just that. Michael Garry, CFP® and founder of Yardley Wealth Management, began his career as a lawyer in Philadelphia before realizing his skills and education could also serve him well in the financial advisor industry, which also meant less time in the office. Join us today as we discuss these things: How he went from being a lawyer in Philadelphia to becoming a financial advisor. (1:53) What part of the career change helped provide him with better ba...
2023-03-1424 min
UAP STUDIES PODCASTDR. GARRY NOLAN ON META-MATERIALS, UAP & E.T. HEALTH CONSEQUENCES & FASCINATING SCIENTIFIC STUDIESDr. Garry Nolan is an Immunologist, an inventor and an author. His groundbreaking medical work has been recognized worldwide, and his interest in the field of UAP makes him one of only a few great academic minds currently working on this subject.
We asked Garry about his recent projects, as well as some big questions regarding the existence of ET life, the Government's use and possession of exotic materials, and what amazing scientific work is happening in the near future. Dr. Nolan is the Rachford and Carlota A. Harris Professor in the Department of Pathology at Stanford Un...
2023-02-271h 00
John Michael Godier's Event HorizonDo We Share Earth With Someone Else? With Garry NolanGarry Nolan is a professor in the Department of Pathology at Stanford University School of Medicine. His areas of research include hematopoiesis, cancer and leukemia, autoimmunity and inflammation. Most recently he has studied meta materials and cases related to ufo encounters.
2022-12-021h 25
Music, Mindfulness, & MadnessThe Zen Diaries Of Garry ShandlingCreative people often struggle with making art and making peace with themselves. Garry Shandling was no exception. He was a complex mix of aspiration, attachment, suffering, striving, and success. We talk about our responses to Judd Apatow's documentary "The Zen Diaries of Garry Shandling", and consider what it means for life and creativity.--References:Movie trailer for The Zen Diaries of Garry ShandlingTrailer for The Larry Sanders Show (available on HBO)Trailer for It's Garry Shandling's Show (Shout Factory DVDs)Wikipedia on Garry ShandlingWhat is Zen Buddhism?
2022-09-251h 36
Financial Advisor's Workshop with Brian Kasal#24 Building Your Practice From $0 To $100 Million w/Michael Garry, Founder & CEO Yardley Wealth ManagementDownload our FREE Guide on “How To Add $100M+ To Your Managed Assets This Year” from https://financialadvisorsworkshop.com/
Michael Garry (Yardleywealth.net) is the Managing Attorney, founder and CEO of Yardley Wealth Management, LLC in Newtown, PA, who offers fee-only financial planning, investment management, and estate planning.
Michael holds a B.S. in Finance and an MBA in Finance from Saint Joseph's University, as well as a J.D. from Widener University School of Law, where he specialized in tax, securities, and estate planning. Michael Garry has dedicated his career to providing cutting-edge wealth manag...
2022-08-1639 min
Navigating LifeStrategy Vision Seamanship with Captain Frank MichaelStrategy Vision Seamanship with Captain Frank Michael. I sit down with Captain Frank Michael, USN (ret.) Frank is a man in the Arena. He led rescue operations responding to the Tsunami in Indonesia. A year later he led helicopter operations following Hurricane Katrina. He was later on scene assisting with the rescue of Captain Phillips off Somalia. In retirement he advocates for Veterans and their families at the Military Officers of America Association (MOAA.)
2022-06-0347 minNavigating LifeStrategy Vision Seamanship with Captain Frank MichaelStrategy Vision Seamanship with Captain Frank Michael. I sit down with Captain Frank Michael, USN (ret.) Frank is a man in the Arena. He led rescue operations responding to the Tsunami in Indonesia. A year later he led helicopter operations following Hurricane Katrina. He was later on scene assisting with the rescue of Captain Phillips off Somalia. In retirement he advocates for Veterans and their families at the Military Officers of America Association (MOAA.)
2022-06-0347 min
The Songs of Emily Rose PodcastSongs Of Emily Rose Podcast - Episode 4 - February 2022 - Ft David Michael Garry & Hansol KimThe forth episode of the Songs of Emily Rose Podcast
Each month I will put three songs and a bit of spiel into a rough and not-quite-so-ready podcast.
Theme for this episode: Love
The songs this podcast:
Jewish Love Song - from Confessions of a Rabbi's Daughter - music and lyrics by Emily Rose Simons, performed by Emily Rose Simons
Every Morning - music and lyrics by Emily Rose Simons, performed by Emily Rose Simons
Travelling Soul - from The Shakespeare Hostel - music and lyrics by Emily Rose Simons, book by Hansol Kim, performed by David Michael Garry
Lyric...
2022-02-0719 min
A Very Special EpisodeDoctor Who - 'Turn Left' with Garry MacA Very Special Episode is a brand new podcast where I get to curl up on the sofa and talk telly with some of my favourite people.My very special guest this week is writer, artist and Time Lord Garry Mac who chose to talk to me about queer temporality, seeing yourself reflected in reality TV and the time Russell T Davies killed off the entire cast of The Sarah Jane Adventures. Hosted on Acast. See acast.com/privacy for more information.
2021-12-061h 57
What Makes Them Tip93 - Looking Ahead with Red Argyle's Garry PolmateerIn this episode, your host, Jeff Ford talks to Red Argyle's Garry Polmateer about culture, co-ops, social media, and more. Check out Garry's website here: https://www.redargyle.com/
2021-06-2122 min
Wharton Business Radio Guest AudioMichael Garry on Your MoneyMichael Garry, Managing Member and Chief Compliance Officer at Yardley Wealth Management, talks with Your Money host Kent Smetters on Business Radio, SiriusXM 132 See acast.com/privacy for privacy and opt-out information.
2020-03-0639 min
The Liz Earle Wellbeing ShowSummer holiday special with Michael GarryIn this summer holiday special, Liz is joined by her personal trainer Michael Garry to share how to stay fit and sun safe while away. You can find the show notes with all the resources and links mentioned in the episode at http://lizearlewellbeing.com/s5e6-summer-holiday-special-ft-michael-garry. Hosted on Acast. See acast.com/privacy for more information.
2019-07-2429 min
Value through Vulnerability (boosted by HumansFirst)Episode 63 with Michael Gelb, Keynote speaker & author of 16 books and co-author of the upcoming book, The Healing OrganizationI am so inspired to share this recent conversation with the awesome Michael Gelb who is not only served the world with his thought-provoking work covering a span of 16 books, with a 17th to come, heavily based in operating at a higher level of consciousness, thereby improving innovation, creativity and outcomes for all, but he does all this with a fantastic humour and passion for the future.I love the absolute clarity that Michael has that by creating the healthy environments for people to thrive, by alleviating suffering and elevating joy, everybody...
2019-07-2045 min
Value through Vulnerability podcast from HEXO ChangeEpisode 63 with Michael Gelb, Keynote speaker & author of 16 books and co-author of the upcoming book, The Healing OrganizationThe weekly #HumansFirst open and inclusive calls can all be found here -> https://humansfirst.club/events
Find the Aequip team at https://www.aequip.co.uk/
I am so inspired to share this recent conversation with the awesome Michael Gelb who is not only served the world with his thought-provoking work covering a span of 16 books, with a 17th to come, heavily based in operating at a higher level of consciousness, thereby improving innovation, creativity and outcomes for all, but he does all this with a fantastic...
2019-07-2045 min
Real Photo Show with Michael Chovan-DaltonSasha Waters Freyer | Garry Winogrand: All Things Are Photographable - Half Frame - Ep.92Sasha Waters-Freyer is a documentary filmmaker and Chair of the Department of Photography and Film at Virginia Commonwealth University. Her film, Garry Winogrand: All Things are Photographable, has been getting a lot of press and great reviews and it just aired on PBS American Masters. Sasha and I catch up on the success of the film, her awards, and what it took to get it made and the decisions that went into how it was edited and cut. We also talk about her Special Jury Prize for best feminist reconsideration of a male artist from SXSW and what that means...
2019-05-1237 min
The Liz Earle Wellbeing ShowWeight training with Michael GarryIn this final part of Liz's three part series with celebrity personal trainer Michael Garry, we're diving into weight training and how it can help us achieve our fitness goals.You can find the show notes at https://lizearlewellbeing.com/episode-28-using-weights-michael-garry/. Hosted on Acast. See acast.com/privacy for more information.
2018-01-2416 minThe Liz Earle Wellbeing ShowStepping it up with Michael GarryFollowing on from last week’s deep dive into beginner's fitness, Michael Garry returns to explain how to step up our game. From why it pays to stretch, to how to eat around workouts.You can find the show notes at https://lizearlewellbeing.com/episode-27-stepping-it-up-with-michael-garry/. Hosted on Acast. See acast.com/privacy for more information.
2018-01-1713 minThe Liz Earle Wellbeing ShowBeginner's fitness with Michael GarryLiz is joined by award-winning personal trainer Michael Garry. From how to prepare for exercise success to why you don’t necessarily need to join a gym, they share tips for anyone starting to exercise or returning to it after a break.You can find the show notes at https://lizearlewellbeing.com/episode-26-starting-fitness-journeys-michael-garry/. Hosted on Acast. See acast.com/privacy for more information.
2018-01-1013 min