Financial Advisor Archives - Yardley Wealth Management, LLC

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…

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…

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…

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…

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 16

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A green highway sign against a blue sky with fluffy white clouds. The sign reads, "Anything Is Possible, Next Exit," symbolizing optimism and limitless opportunities.

Spring Clean Your Finances

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

Spring Clean Your Finances Spring is a time of renewal, making it the perfect opportunity…

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…

Dec 23

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The Stock Market is Not the Economy

By Michael Garry Yardley Wealth Management Economy, Stock Market

The Stock Market is Not the Economy. In a recent article in the Wall Street…

Dec 09

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A close-up image of neatly stacked gold coins next to a pen, placed on a financial document with graphs and charts, symbolizing investment, savings, and financial analysis.

Should I Invest Differently This Time?

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

Should I Invest Differently This Time? We think that people should have a globally diversified…

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…

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…

Aug 17

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Two people at desk working on financial charts and graphs

Primer on Stocks

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

Primer on Stocks What are stocks? Stocks have been around for hundreds of years—the first…

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 &…

May 18

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Close-up of a hand placing a coin on top of a stack of coins on a surface with hexagonal patterns. Multiple stacks of coins are arranged in different sections of the hexagonal grid, symbolizing investment, growth, or financial distribution across various areas.

Investing in Uncertain Times

By Michael Garry Yardley Wealth Management Financial Advisors, Inflation, Interest Rates, Uncategorized

Investing in Uncertain Times After taking a closer look at interest rates and inflation, we…

Apr 06

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A couple sitting on a couch, reviewing financial documents. The man appears frustrated, raising one hand in confusion, while the woman looks concerned, focusing on the paperwork. A laptop, calculator, and additional papers are spread out on the coffee table in front of them, suggesting they are dealing with a financial issue or budgeting challenge.

Interest Rates, Inflation, and Investment Strategy-Part 1: Understanding Interest Rates

By Michael Garry Yardley Wealth Management Inflation, Interest Rates, Investing

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates At its March…

Mar 01

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A notebook with 'tax planning' spelled out using Scrabble letter tiles, with a pair of glasses, a phone, and a coffee cup on a wooden table in the background.

Part 3: Tax-Wise Financial Planning

By Michael Garry Yardley Wealth Management Tax Planning, Tax Tools, Tax-Wise

Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of…

Feb 24

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A map of Eastern Europe showing Ukraine highlighted in yellow and Russia in red. Dice representing the United States, Russia, and Ukraine are placed on the map, symbolizing geopolitical strategies or decisions. The dice feature country-specific designs, including an American flag-themed die placed near Ukraine and dice with different colors representing Russia and Ukraine.

The Crisis at Hand

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

The Crisis at Hand At a time when many investors have become antsy about the…

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…

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