family finances Archives - Yardley Wealth Management, LLC

May 07

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…

Mar 19

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…

Jan 16

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…

Oct 12

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…