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

For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) is a business podcast hosted by Michael Garry & Madison DeMora, with 85 episodes on record and a Required Pod Score of 80.

Michael Garry & Madison DeMora hosts Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!), a business show with 85 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #85

  Ep. 85 Should I Trust Financial Advice on TikTok? What to Know Before You Invest

  Sep 24, 202624 minS1

  Send us Fan Mail Financial advice is everywhere on TikTok, Instagram, YouTube, and other social media platforms—but how do you know what advice you can actually trust? In this episode, Mike and Madison discuss the rise of financial influencers, why popular advice may not fit your personal situation, and the risks of following investment recommendations without understanding the full picture. They also break down what to look for when evaluating financial content online, from credentials and compensation to promises of quick returns, and explain why social media can be a great place to learn—as long as it is not where your financial decision-making ends. WSJ Article: https://www.wsj.com/personal-finance/a-breakdown-of-the-financial-advice-thats-flying-all-over-tiktok-2c466e70

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  Episode #84

  Ep. 84 Can I Live Off Dividends Without Selling My Investments?

  Sep 10, 202621 minS1

  Send us Fan Mail Dividends can feel like the ideal source of retirement income: cash arrives regularly without having to sell your investments. But focusing too heavily on dividend yield can create unintended risks. In this episode, Mike and Madison discuss why retirees are drawn to dividends, the difference between dividend income and total return, the risks of chasing high yields, and how taxes and diversification factor into a retirement income strategy. They also explain why selling investments in retirement is not necessarily a sign that your plan is failing—and why the bigger question is whether your portfolio can sustainably support the life you want to live. WSJ Article: https://www.wsj.com/personal-finance/retirees-love-dividends-but-the-stock-market-surge-is-making-them-think-again-0e448ff6

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  Episode #81

  Ep. 81 Am I Chasing Investment Returns? How Emotions Affect My Investment Decisions

  Jul 30, 202621 minS1

  Send us Fan Mail In this episode of Not Just Numbers , Mike and Madison discuss why investors often struggle to separate smart long-term strategy from emotional decision-making. Using recent articles on performance chasing and Americans’ preference for real estate over stocks, they explore the “behavior gap,” why familiar investments can feel safer than they really are, and how buying after an investment becomes popular can lead to disappointing results. Mike also explains why owning the biggest, most recognizable companies does not guarantee future jackpot-like returns, and why diversification, discipline, and a clear investment strategy matter more than chasing whatever is working right now. Articles: https://www.wsj.com/finance/investing/the-mind-game-that-investors-cant-stop-playing-e3ad96af https://www.pressreader.com/usa/times-record-ft-smith-southwest/20260712/281505052972367

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  Episode #80

  Ep. 80 Why Stock Valuations May Be Higher Than They Used to Be

  Jul 16, 202634 minS1

  Send us Fan Mail Stocks are trading at historically high valuations, but is comparing today’s market to the past really an apples-to-apples comparison? In this episode, Mike and Madison explore how lower trading costs, index funds, ETFs, retirement accounts, fractional shares, and broader diversification have transformed the investing experience. They look back at the days of fixed commissions, expensive mutual fund sales loads, round-lot requirements, and limited access to diversified portfolios. They also discuss why most individual stocks have failed to outperform Treasury bills, how a small number of companies have created most of the stock market’s long-term wealth, and why broad diversification remains so important. Stocks may be expensive by historical standards, but today’s market is also cheaper, easier, and more accessible to investors than ever before. Mike explains why those changes may help justify higher valuations—without eliminating volatility, market risk, or the need for a personalized investment strategy.

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  Episode #79

  Ep. 79 Trump Accounts Are Now Open: What Do I Need to Know?

  Jul 2, 202617 minS1

  Send us Fan Mail In this episode of Not Just Numbers , Mike and Madison discuss the new Trump Accounts and what families should understand before opening or funding one. They cover who may qualify for the federal $1,000 seed contribution, how the accounts work, contribution limits, employer and grandparent contributions, investment restrictions, tax treatment, recordkeeping concerns, and how Trump Accounts compare with 529 plans. Mike also explains why state tax rules matter, why families should keep careful records from the beginning, and how these accounts may fit into a broader financial plan for children and grandchildren. Whether you have a newborn who may qualify for the federal contribution or an older child who could still use the account, this conversation highlights the key details to consider before taking action.

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