Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) Podcast
1) 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
2) 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
3) Ep. 56 What You Need to Know About the 2025 Changes to Inherited IRA Rules
Send us a text In this episode of Not Just Numbers, Madison and Mike break down the upcoming 2025 changes to inherited IRA rules, and why beneficiaries and financial planners alike need to pay close a...Show More
4) Ep. 55 Think Twice Before Mailing Retirement Checks
Send us a text In this episode, Madison and Mike break down “Mailed, Stolen, and Cashed,” a New York Times article by Ron Lieber that uncovers a disturbing trend: checks being stolen from the mail, al...Show More
5) Ep. 54 Making Sense of Equity Compensation with Maureen Donahue
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike are joined by Certified Financial Planner Practitioner Maureen Donahue to...Show More
6) Ep. 53 Turning Retirement Savings into a Steady Income Plan Then joined by Eric from The Garden Artisan
Send us a text In this episode of Not Just Numbers, Madison and Mike dive into one of the most common questions clients ask: How do I turn my retirement savings into reliable income? Mike explains the...Show More
7) Ep. 52 Why Zero Income Tax Doesn’t Mean Zero Financial Surprises
Send us a text In this episode of Not Just Numbers, Madison and Mike break down a recent Wall Street Journal article that challenges the popular belief that moving to a no-income-tax state guarantees ...Show More
8) Ep. 51 Beyond the Numbers: Preparing Mentally and Emotionally for a Fulfilling Retirement
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison and Mike dive into a New York Times article about the mental and emotional challen...Show More
9) Ep. 50 Financial Market Recap with Mike Then Employee Spotlight on Amy Garry
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry introduce April’s Employee Spotlight, Amy Garry—financ...Show More
10) Ep. 49 The Psychology of Financial Wellness: A Conversation with Dr. Emily Koochel
Send us a text In this episode of Not Just Numbers, hosts Mike Garry and Madison DeMora sit down with Dr. Emily Koochel, a leading expert in financial wellness, behavioral finance, and financial psych...Show More