Blog - Yardley Wealth Management, LLC

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…

Jul 30

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Understanding the Key Differences Between Saving and Investing

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

Understanding the Key Differences Between Saving and Investing Introduction Saving and investing are two fundamental…

Jul 23

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An older couple reviewing financial documents at a table with both traditional paper documents and modern digital devices. Background elements include a bar graph showing investment trends, a piggy bank, and a calendar highlighting retirement years. The setting is warm and comfortable, symbolizing hopeful and encouraging retirement planning for Baby Boomers.

The Baby Boomers’ Retirement Dilemma: Understanding Target Date Funds and Safe Alternatives

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

The Baby Boomers' Retirement Dilemma: Understanding Target Date Funds and Safe Alternatives Introduction In the…

Jul 16

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Retired couple walking hand-in-hand on a sandy beach during sunset, symbolizing the freedom and joy of retirement, with gentle waves and a beautiful orange and pink sky in the background. Retirement Financial Planning

Navigating Retirement: Building a Financial Roadmap for a Fulfilling Future

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

Navigating Retirement: Building a Financial Roadmap for a Fulfilling Future Introduction: Ensuring Financial Security in…

Jul 09

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Creative workspace setup featuring a podcasting station with microphones, a laptop displaying charts, headphones, and a cactus plant. The wall behind the desk is decorated with graphs and charts related to investing and tattoo removal, blending financial and health-related themes. The room has a modern, minimalistic feel with audio equipment positioned for recording or streaming purposes.

Even at 5% Keeping too Much in Cash Will Cost You

By Michael Garry Yardley Wealth Management Financial advisor, Investing, Investments

Even at 5% Keeping Too Much in Cash Will Cost You - Featuring Anthony Tozzi…

Jul 02

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Why Personal Relationships Matter in Financial Planning

By Michael Garry Yardley Wealth Management Financial Management, Financial Planning, financially literate

Why Personal Relationships Matter in Financial Planning Introduction When it comes to financial planning, the…

Jun 25

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Better Investing Insights: Why More Information Isn’t Always Better

By Michael Garry Yardley Wealth Management Investing, Investments, Not Just Numbers Podcast

Better Investing Insights: Why More Information Isn't Always Better Introduction Welcome to another insightful…

Jun 18

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Single & Savvy: Fabulous Tips for Independent Women – A Guide to Strategic Retirement Planning

By Michael Garry Yardley Wealth Management Financial Advisors, Financial Planning, Personal Finance, Retirement, Retirement Planning, Uncategorized

Single & Savvy: Fabulous Tips for Independent Women - A Guide to Strategic Retirement Planning…

Jun 11

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Freedom and Simplicity: The Benefits of Working with a Financial Advisor

By Michael Garry Yardley Wealth Management Estate Planning, Financial advisor, Financial Advisors, Retirement Planning, Risk Management and Insurance, Tax Planning

Freedom and Simplicity: The Benefits of Working with a Financial Advisor Introduction Navigating the complexities…

Jun 04

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How Personal Perceptions Shape Our View of the Economy Podcast Ep. 13

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

How Personal Perceptions Shape Our View of the Economy | Ep. 13 Not Just Numbers…

May 28

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Planning For Your Financial Future

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

Planning for Your Financial Future Introduction Planning for your financial future is one of…

May 21

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Image of Mike in Madison hosts of not just numbers podcast. They are standing in front of a magnifying glass that is enlarging the words investing for retirement in this episode they go through asset allocation

Navigating Retirement Investing and Publicity Success: Insights from a Financial Advisor and Smith Publicity CEO Ep. 10

By Michael Garry Yardley Wealth Management Asset Allocation for Retirees, Financial Management, Retirement Investing

Navigating Retirement Investing and Publicity Success: Insights from a Financial Advisor and Smith Publicity CEO…

May 14

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Older couple sitting at coffee table, going over retirement information

Retirement Myths vs. Realities: The Truth Revealed

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

The Truth About Retirement: Myths vs. Realities Retirement is a milestone many of us look…

May 07

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Financial advisor Mike Garry and podcast host Madison Demora sitting at a table discussing financial topics.

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.9

By Michael Garry Yardley Wealth Management Certificates of Deposit, Certified Financial Planner, Inverted Yield Curve

Certificates of Deposit (CDs): Low-Risk Investments in a Rising Interest Rate Environment In today's…

Apr 23

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.8

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

Advanced Estate Planning Techniques Introduction Madison: Hello everyone, and welcome to the 8th episode of…

Apr 02

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.7

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

Do You Need a Trust? What Are They? Feat. Liz Young, the Owner of CommonPlace…

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