Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast
1) Ep. 66 Market Gurus, Bold Predictions, and the Truth About Timing the Market
Send us a text In this episode of Not Just Numbers, Mike and Madison sit down to unpack the world of stock market pundits, the personalities who make sweeping predictions that often grab headlines but...Show More
2) Ep. 65 Understanding the 2026 401(k) Rule Changes: What Savers Need to Know
Send us a text In this episode of Not Just Numbers, Mike and Madison unpack the major retirement plan updates arriving in 2026. They break down new 401(k) contribution limits, expanded catch-up opport...Show More
3) Ep. 64 Year-End Giving Strategies: Tax-Smart and Impactful Then joined by Christian LeFer from Instant Nonprofit
Send us a text As the year draws to a close, charitable giving surges — and with thoughtful planning, those gifts can become even more meaningful. In this episode of Not Just Numbers, Mike and Madison...Show More
4) Ep. 63 The True Costs of Caring for Aging Parents Then Joined by Jimmy Rios from Rios Business Advisors & Rios Business Funding
Send us a text Caring for aging parents is one of the most emotional, and financially complex, challenges many families will face. In this episode of Not Just Numbers, Mike and Madison dive into the r...Show More
5) Ep. 62 The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Stree...Show More
6) Ep. 61 Should You Pay Off Your Mortgage Early? Then joined by Yvonne from The Crossing Animal Society
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Mike and Madison dive into one of the most common financial questions: Should I pay off my...Show More
7) Ep. 60 Colleges Fail the Liquidity Test: Lessons for Everyday Investors Then joined by Matt Stout from Stout Organics Turf and Plant Care
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Mike and Madison unpack Jason Zweig’s Wall Street Journal article, “Colleges Fail This Bas...Show More
8) Ep. 59 Millennials and Money: Why Financial Anxiety Still Lingers Then joined by Anne Lester
Send us a text Millennials are entering midlife with more wealth than previous generations at the same age, yet many remain anxious about their financial futures. In this episode of Not Just Numbers: ...Show More
9) Ep. 58 Breaking Down the One Big Beautiful Bill Act: What You Need to Know
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike break down the sweeping One Big Beautiful Bill Act, a new tax law signed ...Show More
10) Ep. 57 Breaking Free from Investing’s Memory Traps Then joined by Joe Dillon from Equitable Mediation
Send us a text In this episode of Not Just Numbers, Madison and Mike explore how our personal financial memories, whether shaped by market crashes, bull runs, or housing booms, can cloud judgment and ...Show More