Michael Garry & Madison DeMora

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

Business EN ↓ 79 episodes

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....

Author

Michael Garry & Madison DeMora

Episodes

Ep. 4 We're Talking Free Money, Maddie, Free Money! Just Make Sure it is Insured. 08.06.2023 26:50

Send us Fan Mail In this episode, Mike and Maddie talk about how we invest money for our clients with mutual funds and ETFs at Charles Schwab and TD Ameritrade, including why we prefer funds to individual stocks. Then we talk about all the money people are giving up by keeping their savings in low yield accounts at mega banks like Wells Fargo. Mike goes on about the credit union he uses and loves...

Ep. 3 Saving and Investing are Different, So Let’s Talk about Risk, Maddie 25.05.2023 25:17

Send us Fan Mail In this episode, Mike and Maddie discuss how we work with clients, how Mike stays current with the financial and legal landscapes, and how clients should take appropriate risks. That means for different goals they should often do different things with their money. We go over a story from the New York Times where a guy lost a lot of money not realizing the amount of risk he was rea...

Ep. 2 Is the 60/40 Portfolio a Bulletproof Way to Invest for Retirement? 11.05.2023 15:52

Send us Fan Mail In this episode, Mike and Maddie discuss our process for onboarding new clients, a little about the financial planning process and the 60/40 portfolio. In a podcast and an article, the Wall Street Journal said a lot about the 60/40 portfolio that Mike and Maddie take issue with. Short story: its not bulletproof or dead, its an asset allocation that can make a lot of sense for many...

Ep. 1 What To Do If a Loved One Dies, And You've Never Handled The Money 25.04.2023 21:36

Send us Fan Mail In this episode, Mike and Maddie discuss the purpose for the podcast, give an intro to our fee-only firm, and discuss how to handle things when a loved one dies and you have never handled the family's money. Spoiler alert: we discuss the "F" word, yes fiduciary