Ep. 17 Revenge of the Boomers? Feat. Dan McLaughlin from Yardley Refillery episode artwork

EPISODE · Dec 14, 2023 · 1H 1M

Ep. 17 Revenge of the Boomers? Feat. Dan McLaughlin from Yardley Refillery

from Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!) · host Michael Garry & Madison DeMora

Send us Fan MailMike and Maddie discuss an article about potential losses boomers fear during their retirement due to these funds' potentially risky investments. They also touch on the shift from defined benefit plans to 401K plans and the responsibility it places on employees to manage their own retirement savings. Mike is concerned by the fact that target date funds are in practically all 401k plans but each fund company manages their funds differently and there are no standards. Madison and Mike talk with Dan McLaughlin, one of the owners of Yardley Refillery, discussing the concept of zero-waste and the importance of reducing individual waste. Dan emphasizes the need to shift from a cycle of consuming and throwing out to one of buying and reusing. Dan also discusses their decision to open a business in Yardley, emphasizing the importance of location and the potential to revitalize the town. Dan discusses the concept and design of their store, emphasizing the importance of creating a relaxing and calming environment for customers. He highlights the store's intentional layout and the use of technology to enhance the experience, while also encouraging customers to slow down and enjoy the process of shopping. Dan shares the commitment to providing high-quality, organic products at competitive prices. Maddie and Mike talk about how they are big fans of the store and they encourage people to try it.Link to article in beginning of episode: https://www.advisorperspectives.com/articles/2023/09/11/stocks-bonds-revenge-baby-boomers-ron-surzYardley Refillery website: https://www.yardleyrefillery.com/Yardley Refillery Instagram: https://www.instagram.com/yardleyrefillery/

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Send us Fan Mail Mike and Maddie discuss an article about potential losses boomers fear during their retirement due to these funds' potentially risky investments. They also touch on the shift from defined benefit plans to 401K plans and the responsibility it places on employees to manage their own retirement savings. Mike is concerned by the fact that target date funds are in practically all 401k plans but each fund company manages their funds differently and there are no standards. Madison ...

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Ep. 17 Revenge of the Boomers? Feat. Dan McLaughlin from Yardley Refillery

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