Financial Management Archives - Yardley Wealth Management, LLC

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…

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®,…

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…

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…

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 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…

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…

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…

Mar 19

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.6

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

Introduction Understanding Basic Estate Planning Madison: Hello everyone, and welcome to the 6th episode of…

Mar 05

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.5

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

Behind the Scenes of Investment Decisions Introduction Madison: Hello everyone, and welcome to the fifth…

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…

Jan 09

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Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast Ep.2

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

The 60/40 Portfolio Allocation in Perspective Introduction Madison: Hello, everyone, and welcome to the second…

Nov 25

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A business professional pointing at a laptop screen displaying a downward bar chart, while another person is holding a pen over a document with financial graphs and charts, symbolizing financial analysis or strategy discussions.

Taking RMDs This Year Doesn’t Mean You Have to Sell at a Loss.

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

Taking RMDs This Year Doesn’t Mean You Have to Sell at a Loss. A lot…

Oct 26

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Michael Garry in an Ironman 70.3 event, posing in front of the event backdrop. He is wearing a red 'American' shirt, a race bib number 1197, sunglasses, and a white cap. He is flexing one arm and holding a cap in the other, smiling proudly after completing the race.

We Are All Human

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

We Are All Human It’s easy for us to compare ourselves to other people…

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…

Jul 20

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An elderly couple sitting on a couch, looking concerned as they examine their financial situation. The woman is holding an empty pink piggy bank upside down, while the man gestures in confusion, with coins scattered on the table in front of them.

James and Pamela’s Big Dream

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

James and Pamela’s Big Dream Excerpt from The Smart Person’s Guide to Financial Planning &…

Jun 29

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An open notebook with a handwritten financial roadmap, outlining various aspects of a financial plan. Categories include cash flow management, investment goals, insurance, family and loved ones, estate planning, and tax planning. The central focus is a personalized financial plan, depicted with arrows connecting each component.

Roadmap For Financial Planning

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

Roadmap for financial planning When I say that being a financial advisor is a lot…

Jun 08

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Illustration of a yield curve graph in the center of a table, surrounded by hands holding financial documents, charts, coffee cups, and stacks of money. The yield curve shows the relationship between yield and maturity, while the surrounding papers and items indicate a financial discussion or analysis. Coins, a calculator, and a smartphone are also present, symbolizing investment and financial planning.

What is the Yield Curve?

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

The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or…

Jan 18

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A close-up of a person standing beside a wooden casket, holding white lilies. The person, dressed in black, gently places their hand on the casket, symbolizing a moment of mourning and remembrance.

Protecting What’s Yours (After You Pass)

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

Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of…

Jan 04

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A close-up shot of a document titled "Power of Attorney" with a pen and a pair of glasses resting on top of the paper, symbolizing legal documentation and authority

Protecting What’s Yours (While You’re Alive)

By Michael Garry Yardley Wealth Management Financial Management, Financial Power of Attorney, Healthcare Advance Directive

Protecting What’s Yours (While You’re Alive) Whether due to disability, dementia, or simply enjoying an…

Oct 13

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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.

Is Inflation Haunting Your Dreams?

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

Is Inflation Haunting Your Dreams? Part 2: What We Can Do About It Our last piece…

Oct 06

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Is Inflation Haunting Your Dreams?

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

Sep 24

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5 Steps for Creating a Financial Plan

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

5 Steps for Creating a Financial Plan In a year of epic surprises, investors have…

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