Yardley Wealth Management 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…

Nov 05

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Should I Buy Stocks Because of Their High Dividend Yield? Featuring Guest Ben Madden

By Michael Garry Yardley Wealth Management Not Just Numbers Podcast, Stocks

Should I Buy Stocks Because of Their High Dividend Yield? Featuring Guest Ben Madden Table…

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 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,…

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 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 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 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…

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