Financial advisor Archives - Yardley Wealth Management, LLC

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…

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 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…

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…

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…

Jan 23

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.4

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

Investing with Yardley Wealth Management and Finding Free Money Introduction Madison: Hello everyone, and welcome…

Jan 16

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.3

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

Crypto and Unforeseen Risks Introduction Madison: Hello, everyone, and welcome to the third episode…

Dec 05

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

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

What To Do If a Loved One Dies, And You've Never Handled The Money Introduction…

Jun 06

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A close-up image of a hand holding a pen, filling out a "Retirement Plan" form. The form includes sections for personal details, marital status, income, and exemptions. A calculator displaying the number "8980" is visible to the left, alongside an envelope and a stack of papers, symbolizing financial planning and retirement preparation.

Secure Your Financial Legacy

By Michael Garry Yardley Wealth Management Financial advisor, Legacy planning

Secure Your Financial Legacy When planning for your legacy, it's important to consider various financial…

May 23

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Couple representing Justin-and-Cecilia, smiling sitting together on a couch in a cozy living room. The man is wearing a navy sweater, and the woman is wearing a pink cardigan over a white shirt. They are sitting close to each other, both looking relaxed and happy. The background shows a bookshelf and framed pictures, adding to the comfortable home setting.

Legacy Planning

By Michael Garry Yardley Wealth Management Financial advisor, Legacy planning

Legacy Planning for People in Their 50's and 60's: A Step-by-Step Guide As you near…

Feb 03

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Should I Buy Stocks Because of Their High Dividend Yield?

By Michael Garry Yardley Wealth Management Financial advisor, Stock Market, Stocks

Should I Buy Stocks Because of Their High Dividend Yield? Many people follow stocks or…

Nov 09

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A group of business professionals working together, reviewing financial reports with charts and graphs. One person is holding a pen, pointing at the data, while a laptop and calculator are also visible on the table, indicating collaborative financial planning or analysis.

Financial Planning is About Trade-offs

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

Financial Planning is About Trade-offs Over your lifetime you will make thousands of decisions involving…

Oct 12

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Image of a stressed frustrated middle aged lady suffering from headache massaging temples

Margaret’s Tragedy

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

Margaret’s Tragedy The situation: Margaret is a 50-year-old woman who hasn’t worked outside the…

Sep 28

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Close-up of two people reviewing data on a tablet. One person is holding the tablet displaying business charts, including graphs and pie charts, while the other person is holding a cup of coffee. The tablet screen shows financial data, indicating a discussion or analysis of business performance.

Back to the Investment Basics

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

Back to the Investment Basics Part 2: First Save, Then Invest In our last…

Sep 14

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A woman sitting on a couch looking at her phone with a concerned and confused expression. She is holding the phone in one hand while touching her temple with the other, indicating frustration or difficulty. The background shows a bookshelf, suggesting she is at home.

Back to the Investment Basics

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

Back to the Investment Basics Part 1: Remembering Summers Past There were so many big…

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