Michael Garry Yardley Wealth Management, Author at Yardley Wealth Management, LLC

Feb 18

Michael Garry, financial planner and owner of Yardley Wealth Management, stands with arms raised in front of a waterfall, representing the strategic and structured approach of Waterfall Wealth Management.

Waterfall Wealth Management: A Strategic Approach

By Michael Garry Yardley Wealth Management Financial Advisors, Waterfall Wealth Management

Waterfall Wealth Management: A Strategic Approach Table of Contents Introduction Understanding Waterfall Wealth Distribution Benefits…

Feb 11

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A promotional podcast image for Not Just Numbers, Episode 44, featuring hosts Madison Demora and Michael J. Garry, Esquire, CFP®, MBA. The episode discusses Small Business Success: From Credit to Lawn Care Growth, with special guest Ryan Dittes, owner of RD’s Total Lawn. The image showcases a well-manicured lawn, a smiling family holding a business sign, and text highlighting financial insights and business strategies. The episode explores how credit impacts entrepreneurship and the journey of growing a successful lawn care business.

The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Management, Not Just Numbers Podcast

The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD's Total Lawn…

Feb 04

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Successful professional considering tax strategies for high-income earners, wearing a well-tailored black suit and luxury watch while standing confidently next to a luxury vehicle in front of a modern office building

Tax Strategies for High-Income Earners 2025

By Michael Garry Yardley Wealth Management Financial Advisors, Tax Planning, Tax-Wise

Tax Strategies for High-Income Earners in 2025. Table of Contents Introduction Smart Deduction Strategies for…

Jan 28

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Episode 42 of Not Just Numbers Podcast featuring HR leadership and estate planning experts Mike Garry (left), Paula Zimmerman (center), and host Madison DeMora (right) discussing workplace strategies and legacy planning against a blue financial data background

Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025

By Michael Garry Yardley Wealth Management Estate Planning, Fee-Based Advisors, Financial Advisors, HR Challenges in 2025

Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025 Table of Contents…

Jan 21

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Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Management, Financial Planning

Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice…

Jan 14

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Close-up of a hand stacking wooden blocks spelling 401(k), representing unclaimed 401(k) accounts and financial planning.

How do I know if I Have an Unclaimed 401(k)?

By Michael Garry Yardley Wealth Management Conflicts of Interest, Fee-Based Advisors, Financial Advisors, Financial Management, Unclaimed 401(k)

How Do I Know if I Have an Unclaimed 401(k)? Have you ever wondered if…

Dec 24

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Kick Off the New Year with a Solid Plan

By Michael Garry Yardley Wealth Management Financial Journey 2025, Financial Management, Financial Planning

Kick Off the New Year with a Solid Plan by Michael J. Garry Esquire, CFP®,…

Dec 17

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Yardley Wealth Management advisor celebrates financial goals 2025 with golden number balloons and branding

Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

By Michael Garry Yardley Wealth Management Baby Boomers, Financial Planning, Investment Strategies, Personal Finance, Target Date Funds, Uncategorized

Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael…

Dec 03

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Confident African American businesswoman in her 40s or 50s wearing a tailored suit, holding a tablet, and standing in a modern, minimalist office with bookshelves and contemporary furniture in the background. She is choosing the best business structure for her financial goals

Choosing the Right Business Structure: A Financial Planner’s Guide

By Michael Garry Yardley Wealth Management Entrepreneurship, Financial Planning, Small Business Tips

Choosing the Right Business Structure: A Financial Planner’s Guide Table of Contents Introduction Understanding Business…

Nov 19

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Not Just Numbers Podcast Episode 40 pet estate planning cover image featuring a cat and a dog with text 'Planning for every family member, paws included,' and a photo of special guest Michael Silverman, President and CEO of Silver Lining Insurance Agency.

Including Pets in Your Estate Plan for Peace of Mind

By Michael Garry Yardley Wealth Management Estate Planning, Financial Advisors, Financial Planning

Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you've…

Nov 12

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Financial planning tips for securing your legacy and ensuring your children’s future.

Securing Your Legacy: Financial Planning Tips for Your Children’s Future

By Michael Garry Yardley Wealth Management Budgeting, College Planning, Emergency Fun, Financial Literacy, Financial Planning

Securing Your Legacy: Financial Planning Tips for Your Children's Future Introduction As parents, one of…

Nov 05

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Should I Buy Stocks Because of Their High Dividend Yield? Featuring Guest Ben Madden

By Michael Garry Yardley Wealth Management Not Just Numbers Podcast, Stocks

Should I Buy Stocks Because of Their High Dividend Yield? Featuring Guest Ben Madden Table…

Oct 29

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Family prepared for unexpected events with emergency fund, insurance papers, and essential supplies, illustrating preparedness for unexpected events amidst mild natural disaster elements.

Planning for Life’s Unexpected Events: Why Preparedness is Key

By Michael Garry Yardley Wealth Management Financial Security, Strategies for Preparedness

Planning for Life's Unexpected Events: Why Preparedness is Key Table of Contents Introduction Understanding the…

Oct 22

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Not Just Numbers Podcast Episode 27 featuring financial advice and real estate tips with Madison, Mike, and Amy Patterson from RE/MAX®. The episode discusses conflicts of interest in financial advice and real estate decisions.

How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson

By Michael Garry Yardley Wealth Management Conflicts of Interest, Fee-Based Advisors, Fee-Only

How Conflicts of Interest Shape Financial Advice: A Conversation with Mike Garry and Amy Patterson…

Oct 15

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Group of confident kids standing on a red carpet in front of the Hollywood sign, with one child holding a piggy bank, symbolizing financial growth and future success. Money bills are scattered around, representing financial opportunities.

The Ultimate Guide to Custodial Roth IRAs: How to Make Your Kids Financial Superstars

By Michael Garry Yardley Wealth Management Custodial Roth IRAs, Financial Management

The Ultimate Guide to Custodial Roth IRAs: How to Make Your Kids Financial Superstars Let’s…

Oct 08

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Parent teaching child about money management with a piggy bank and budget sheet, building a strong financial foundation for children in a warm, cozy living room.

Starting Early: How to Build a Strong Financial Foundation for Your Children

By Michael Garry Yardley Wealth Management Budgeting, Financial Literacy, Kids and Money

Starting Early: How to Build a Strong Financial Foundation for Your Children Introduction: As parents,…

Oct 01

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Bitcoin Obsolete: Can It Be Replaced by New Technologies? Image representing a financial podcast on Bitcoin's potential obsolescence, with a fading Bitcoin symbol in the foreground and emerging digital currencies in the background. A podcast microphone icon subtly indicates the podcast theme.

Can Bitcoin Become Obsolete? Parallels Between Pearls, Bitcoin, and Emerging Technologies

By Michael Garry Yardley Wealth Management Bitcoin, Not Just Numbers Podcast

Bitcoin Obsolete: Can It Be Replaced by New Technologies? Introduction The rise of Bitcoin as…

Sep 24

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Professional financial advisor discussing charts and documents with a client in a business setting, symbolizing trust and expertise in managing financial decisions.

The Importance of Delegating Financial Decisions to a Professional

By Michael Garry Yardley Wealth Management Financial advisor, Financial Management, Financial Planning

The Importance of Delegating Financial Decisions to a Professional Introduction: Managing your finances effectively is…

Sep 17

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Rethinking Dave Ramsey's financial advice with Special guest Charles Barrett.Promotional graphic for episode 25 of the "Not Just Numbers" podcast featuring hosts Madison Demora and Mike Garry. The graphic highlights the topic of financial perspectives on debt, credit, and personalized strategies, and features special guest Charles Barrett, Owner and Managing Creative Director of FZ Works & FZ Creative. The podcast is available on Apple Podcasts and Spotify. The design includes images of Madison, Mike, and Charles, with a microphone and headphones as part of the visual theme.

Rethinking Dave Ramsey’s Advice Feat. Charles Barrett from FZ Works & FZ Creative

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Literacy, Financial Planning, Not Just Numbers Podcast

Rethinking Dave Ramsey's Advice Feat. Charles Barrett from FZ Works & FZ Creative Introduction: In…

Sep 10

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Investing for Retirement Strategies- A happy and relaxed older Asian couple sitting together in beach chairs, holding hands, and facing the ocean on a bright, sunny day. They are smiling

Investing for Retirement: Strategies for Long-Term Success

By Michael Garry Yardley Wealth Management Investing, Retirement Planning

Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that…

Sep 03

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Podcast promotional graphic for Episode 24 of the 'Not Just Numbers Podcast' featuring hosts Michael J. Garry and Madison DeMora. The episode highlights a discussion on entrepreneurship and business planning, with special guest Julia Gambell, salon owner of Salon J. Raine in Yardley, PA. Julia shares her experiences with client management, social media promotion, and her future aspirations. The graphic includes a photo of Julia sitting in her salon, as well as images of Michael and Madison seated behind microphones.

Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs

By Michael Garry Yardley Wealth Management Entrepreneurship, Not Just Numbers Podcast

Are You Ready to Start Your Own Business? Insights from Financial Experts and Entrepreneurs Starting…

Aug 27

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Mature couple reviewing financial documents at a table, symbolizing financial planning and charitable giving with a warm and inviting atmosphere. Tax Free IRA Transfers to Charity

Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy

By Michael Garry Yardley Wealth Management Charitable Gift Annuity, Charitable Remainder Trust, Estate Planning, Individual Retirement Account, Qualified Charitable Distributions

Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management,…

Aug 20

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Staying Disciplined During Market Volatility- A financial advisor and a client standing on a boat in a moderately stormy sea, with the advisor pointing toward distant lightning on the horizon, symbolizing staying disciplined during market volatility.

Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Investment Strategies, Market Volatility

Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility…

Aug 14

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A clean and modern image representing financial awareness and planning. The image features a neat desktop workspace with a laptop, notebook, calculator

6 Ways to Celebrate Financial Awareness Day

By Michael Garry Yardley Wealth Management Financial Awareness Day

Enhance Your Financial Health: 6 Ways to Celebrate Financial Awareness Day Financial Awareness Day, observed…

Aug 06

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529 Plan Basics Feat. Heather Manley from Ninja Duds

By Michael Garry Yardley Wealth Management 529 Savings Plan, Financial advisor, Savings

529 Plan Basics Feat. Heather Manley from Ninja Duds Welcome to another episode of Not…

Michael Garry Yardley Wealth Management

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